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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+2.14%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.89B
AUM Growth
+$737M
Cap. Flow
-$73.2M
Cap. Flow %
-1.88%
Top 10 Hldgs %
19.43%
Holding
823
New
109
Increased
206
Reduced
376
Closed
39

Top Buys

Rank Stock Value
1
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$8.41M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.89M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.45M
4
ITW icon
Illinois Tool Works
ITW
+$5.44M
5
TXN icon
Texas Instruments
TXN
+$4.64M

Top Sells

Rank Stock Value
1
BA icon
Boeing
BA
+$7.89M
2
ITB icon
iShares US Home Construction ETF
ITB
+$5.93M
3
AAPL icon
Apple
AAPL
+$5.83M
4
CMI icon
Cummins
CMI
+$4.03M
5
VZ icon
Verizon
VZ
+$3.24M

Sector Composition

Rank Sector Weight
1 Technology 13.26%
2 Financials 11.7%
3 Consumer Discretionary 10.55%
4 Healthcare 9.77%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALLY icon
476
Ally Financial
ALLY
$13.4B
$831K 0.02%
31,634
+3,381
+12% +$90.2K
RSG icon
477
Republic Services
RSG
$66.3B
$825K 0.02%
12,072
-4,060
-25% -$274K
TER icon
478
Teradyne
TER
$59.6B
$824K 0.02%
21,659
– –
DFS
479
DELISTED
Discover Financial Services
DFS
$812K 0.02%
11,540
-2,441
-17% -$179K
CXP
480
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$812K 0.02%
35,742
-16
-0% -$347
EPM icon
481
Evolution Petroleum
EPM
$134M
$808K 0.02%
82,073
– –
MSM icon
482
MSC Industrial Direct
MSM
$6.82B
$804K 0.02%
9,478
+76
+0.8% +$6.88K
FTR
483
DELISTED
Frontier Communications Corp.
FTR
$804K 0.02%
+196
New +$1.6K
SCHO icon
484
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$801K 0.02%
32,194
+17,536
+120% +$436K
TCBI icon
485
Texas Capital Bancshares
TCBI
$4.35B
$798K 0.02%
8,729
-108
-1% -$10.5K
GBDC icon
486
Golub Capital BDC
GBDC
$3.42B
$790K 0.02%
44,102
-3,035
-6% -$54.2K
EMN icon
487
Eastman Chemical
EMN
$8.57B
$788K 0.02%
7,879
-51
-0.6% -$5.38K
POR icon
488
Portland General Electric
POR
$5.68B
$782K 0.02%
18,291
-234
-1% -$9.63K
GGP
489
DELISTED
GGP Inc.
GGP
$776K 0.02%
37,959
-17
-0% -$345
DVY icon
490
iShares Select Dividend ETF
DVY
$23.7B
$773K 0.02%
7,912
+225
+3% +$21.8K
AVGO icon
491
Broadcom
AVGO
$2T
$765K 0.02%
31,510
+16,850
+115% +$413K
CACI icon
492
CACI
CACI
$14.6B
$765K 0.02%
4,536
-59
-1% -$9.52K
DELL icon
493
Dell
DELL
$286B
$765K 0.02%
32,222
-2,031
-6% -$44.9K
GRP.U
494
DELISTED
Granite Real Estate Investment Trust
GRP.U
$764K 0.02%
18,753
– –
TFCFA
495
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$763K 0.02%
15,360
+20
+0.1% +$790
PH icon
496
Parker-Hannifin
PH
$135B
$761K 0.02%
4,883
-2,345
-32% -$400K
LECO icon
497
Lincoln Electric
LECO
$15.5B
$760K 0.02%
8,653
-302
-3% -$26.9K
IJH icon
498
iShares Core S&P Mid-Cap ETF
IJH
$127B
$758K 0.02%
19,455
+625
+3% +$24.1K
CUTR
499
DELISTED
Cutera, Inc.
CUTR
$754K 0.02%
18,702
– –
ATR icon
500
AptarGroup
ATR
$8.58B
$753K 0.02%
8,058
-211
-3% -$19.6K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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People's United Financial's Q2 2018 Portfolio in Review

As of Q2 2018, People's United Financial held 823 positions worth $3.89B, up 23% from $3.16B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

People's United Financial's Q2 2018 filing shows 109 new, 206 increased, 376 reduced and 39 closed positions. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 53,807 shares worth $5.48M. The largest sale was Boeing, an estimated $7.89M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • People's United Financial's largest Q2 2018 buy was Invesco S&P 500 Equal Weight ETF: 53,807 shares worth $5.48M.
  • People's United Financial added most to State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2018, an estimated $8.41M increase.
  • People's United Financial's biggest Q2 2018 reduction was Boeing, cutting an estimated $7.89M.
  • People's United Financial fully exited Time Warner Inc in Q2 2018, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 19% of its $3.89B portfolio in Q2 2018.
  • People's United Financial opened 109 new positions and closed 39 in Q2 2018.
  • People's United Financial's portfolio value rose 23% quarter-over-quarter to $3.89B.

Based on People's United Financial's 13F filing for Q2 2018, filed 8 Aug 2018.