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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
HHH icon
501
Howard Hughes
HHH
$3.91B
$750K 0.02%
5,936
+64
+1% +$8.15K
EPD icon
502
Enterprise Products Partners
EPD
$82.2B
$737K 0.02%
26,647
-9,645
-27% -$264K
IR icon
503
Ingersoll Rand
IR
$33.6B
$728K 0.02%
24,746
+188
+0.8% +$5.92K
ULTI
504
DELISTED
Ultimate Software Group Inc
ULTI
$728K 0.02%
2,829
-400
-12% -$103K
PII icon
505
Polaris
PII
$3.97B
$725K 0.02%
5,940
+294
+5% +$34.4K
EVRG icon
506
Evergy
EVRG
$18.9B
$723K 0.02%
+12,875
New +$690K
EW icon
507
Edwards Lifesciences
EW
$53B
$721K 0.02%
14,868
-531
-3% -$24.8K
JBGS
508
JBG SMITH
JBGS
$653M
$716K 0.02%
19,646
-3,331
-14% -$121K
CTSH icon
509
Cognizant
CTSH
$26.3B
$714K 0.02%
9,035
-1,391
-13% -$109K
RCL icon
510
Royal Caribbean
RCL
$82.4B
$704K 0.02%
6,797
+4,839
+247% +$532K
BJRI icon
511
BJ's Restaurants
BJRI
$1.46B
$703K 0.02%
11,726
+3
+0% +$161
LAD icon
512
Lithia Motors
LAD
$8.35B
$701K 0.02%
7,411
+448
+6% +$44.4K
CPE
513
DELISTED
Callon Petroleum Company
CPE
$701K 0.02%
6,534
+489
+8% +$60.6K
KIM icon
514
Kimco Realty
KIM
$16.2B
$699K 0.02%
41,203
-310
-0.7% -$4.68K
PJT icon
515
PJT Partners
PJT
$4.33B
$695K 0.02%
+23
New +$1.26K
SPR
516
DELISTED
Spirit AeroSystems
SPR
$694K 0.02%
8,073
-69
-0.8% -$5.8K
NUS icon
517
Nu Skin
NUS
$250M
$693K 0.02%
8,859
+466
+6% +$36.1K
BIG
518
DELISTED
Big Lots, Inc.
BIG
$693K 0.02%
16,584
– –
LEXEA
519
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$688K 0.02%
15,655
-546
-3% -$22.8K
NGG icon
520
National Grid
NGG
$79.9B
$684K 0.02%
+211
New +$10.7K
WBD icon
521
Warner Bros
WBD
$67.4B
$677K 0.02%
24,627
-38
-0.2% -$906
THG icon
522
Hanover Insurance
THG
$7.86B
$675K 0.02%
5,647
+33
+0.6% +$3.92K
TSLA icon
523
Tesla
TSLA
$1.31T
$670K 0.02%
29,280
-17,490
-37% -$355K
PEI
524
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$669K 0.02%
4,057
– –
TROW icon
525
T. Rowe Price
TROW
$24.3B
$662K 0.02%
5,696
-351
-6% -$40.8K
19 20
21
22 23

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BAM
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ACI
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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.