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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
+3.69%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.65B
AUM Growth
+$428M
Cap. Flow
+$319M
Cap. Flow %
8.72%
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60

Top Buys

Rank Stock Value
1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$71.6M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$66.4M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$63.9M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$53.7M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.8M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$22.8M
2
AAPL icon
Apple
AAPL
+$10.1M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.02M
4
PG icon
Procter & Gamble
PG
+$7.75M
5
MSFT icon
Microsoft
MSFT
+$7.74M

Sector Composition

Rank Sector Weight
1 Technology 12.66%
2 Financials 10.06%
3 Healthcare 9.44%
4 Consumer Discretionary 8.56%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEOG icon
476
Neogen
NEOG
$2.5B
$660K 0.02%
21,254
-462
-2% -$13.6K
FNF icon
477
Fidelity National Financial
FNF
$13B
$657K 0.02%
16,967
-222
-1% -$8.37K
EXP icon
478
Eagle Materials
EXP
$6.44B
$655K 0.02%
7,070
-7,412
-51% -$654K
LECO icon
479
Lincoln Electric
LECO
$15.6B
$655K 0.02%
7,960
-8,465
-52% -$704K
PII icon
480
Polaris
PII
$3.96B
$651K 0.02%
7,141
-6,144
-46% -$559K
JRVR icon
481
James River Group Holdings
JRVR
$188M
$649K 0.02%
13,830
+137
+1% +$5.96K
VOO icon
482
Vanguard S&P 500 ETF
VOO
$1.03T
$648K 0.02%
2,408
+1,621
+206% +$429K
EPD icon
483
Enterprise Products Partners
EPD
$82B
$644K 0.02%
22,313
-5,302
-19% -$153K
TWLO icon
484
Twilio
TWLO
$39.4B
$644K 0.02%
4,722
– –
GHC icon
485
Graham Holdings Company
GHC
$5B
$643K 0.02%
932
-37
-4% -$25.8K
LPSN icon
486
LivePerson
LPSN
$32M
$638K 0.02%
1,517
-761
-33% -$325K
PNFP icon
487
Pinnacle Financial Partners Inc
PNFP
$16B
$635K 0.02%
11,044
-8,407
-43% -$473K
HXL icon
488
Hexcel
HXL
$7.61B
$624K 0.02%
7,714
-7,506
-49% -$546K
TD icon
489
Toronto Dominion Bank
TD
$201B
$624K 0.02%
10,696
-122
-1% -$6.86K
ETFC
490
DELISTED
E*Trade Financial Corporation
ETFC
$619K 0.02%
13,874
-335
-2% -$16K
AAN.A
491
DELISTED
The Aaron's Company Inc Class A
AAN.A
$619K 0.02%
10,073
+9
+0.1% +$553
PFF icon
492
iShares Preferred and Income Securities ETF
PFF
$13.2B
$614K 0.02%
+16,652
New +$610K
BERY
493
DELISTED
Berry Global Group, Inc.
BERY
$603K 0.02%
12,478
+139
+1% +$6.7K
LLL
494
DELISTED
L3 Technologies, Inc.
LLL
$600K 0.02%
2,447
+91
+4% +$21.3K
TBCH
495
Turtle Beach Corp
TBCH
$250M
$599K 0.02%
+51,848
New +$549K
WAL icon
496
Western Alliance Bancorporation
WAL
$8.87B
$597K 0.02%
13,349
-690
-5% -$30.8K
AMT icon
497
American Tower
AMT
$79.6B
$592K 0.02%
2,897
-1,339
-32% -$269K
IEF icon
498
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$589K 0.02%
5,353
– –
MTD icon
499
Mettler-Toledo International
MTD
$28.7B
$589K 0.02%
701
+82
+13% +$61.8K
TMUS icon
500
T-Mobile US
TMUS
$195B
$589K 0.02%
7,945
-56
-0.7% -$4.16K
18 19
20
21 22

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IA
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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 2019 Portfolio in Review

As of Q2 2019, People's United Financial held 813 positions worth $3.65B, up 13% from $3.23B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial deployed $319M of net new capital in Q2 2019, opening 104 new positions and adding to 204 existing holdings. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 1,633,830 shares worth $54.1M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Booking.com, an estimated $22.8M trimmed.

  • People's United Financial's largest Q2 2019 buy was WisdomTree Europe Hedged Equity Fund: 1,633,830 shares worth $54.1M.
  • People's United Financial added most to iShares S&P 500 Growth ETF in Q2 2019, an estimated $71.6M increase.
  • People's United Financial's biggest Q2 2019 reduction was Booking.com, cutting an estimated $22.8M.
  • People's United Financial fully exited People's United Financial Inc in Q2 2019, selling an estimated $2.19M.
  • People's United Financial's ten largest holdings make up 21% of its $3.65B portfolio in Q2 2019.
  • People's United Financial opened 104 new positions and closed 60 in Q2 2019.
  • People's United Financial's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on People's United Financial's 13F filing for Q2 2019, filed 14 Aug 2019.