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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
PINC
501
DELISTED
Premier
PINC
$588K 0.02%
15,040
-762
-5% -$27.5K
SLYV icon
502
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$586K 0.02%
9,664
-298
-3% -$18.1K
VT icon
503
Vanguard Total World Stock ETF
VT
$81.2B
$585K 0.02%
+7,790
New +$577K
INN
504
Summit Hotel Properties
INN
$670M
$583K 0.02%
50,841
+418
+0.8% +$4.92K
UA icon
505
Under Armour Class C
UA
$2.42B
$583K 0.02%
26,258
+1,318
+5% +$27.4K
MKC icon
506
McCormick & Company Non-Voting
MKC
$14.3B
$582K 0.02%
7,510
-8,260
-52% -$637K
RPD icon
507
Rapid7
RPD
$776M
$575K 0.02%
9,945
-6,849
-41% -$360K
ISRG icon
508
Intuitive Surgical
ISRG
$139B
$573K 0.02%
3,276
-1,236
-27% -$212K
EGP icon
509
EastGroup Properties
EGP
$10.9B
$571K 0.02%
4,924
+734
+18% +$83K
CRI icon
510
Carter's
CRI
$1.48B
$570K 0.02%
5,840
-5,819
-50% -$567K
COR
511
DELISTED
Coresite Realty Corporation
COR
$569K 0.02%
4,942
-5,142
-51% -$583K
DOC
512
DELISTED
PHYSICIANS REALTY TRUST
DOC
$568K 0.02%
32,573
-84,021
-72% -$1.53M
ALL icon
513
Allstate
ALL
$68.2B
$567K 0.02%
5,573
-296
-5% -$28.9K
XLP icon
514
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$563K 0.02%
9,687
-6,727
-41% -$385K
VAR
515
DELISTED
Varian Medical Systems, Inc.
VAR
$563K 0.02%
4,137
-5,029
-55% -$672K
RTN
516
DELISTED
Raytheon Company
RTN
$559K 0.02%
3,215
-2,551
-44% -$459K
AAT
517
American Assets Trust
AAT
$1.38B
$557K 0.02%
11,819
– –
EG icon
518
Everest Group
EG
$14.2B
$556K 0.02%
2,248
-189
-8% -$45.4K
VUG icon
519
Vanguard Morningstar Growth ETF
VUG
$230B
$554K 0.02%
+20,358
New +$544K
LYB icon
520
LyondellBasell Industries
LYB
$20.2B
$553K 0.02%
6,423
-15,895
-71% -$1.36M
DEA
521
Easterly Government Properties
DEA
$1.13B
$552K 0.02%
12,202
-394
-3% -$17.9K
TTP
522
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
$550K 0.02%
9,575
+875
+10% +$51.7K
XYL icon
523
Xylem
XYL
$28.3B
$549K 0.02%
6,561
-211
-3% -$16.8K
AMAT icon
524
Applied Materials
AMAT
$415B
$548K 0.02%
12,206
-3,501
-22% -$147K
BJRI icon
525
BJ's Restaurants
BJRI
$1.46B
$548K 0.02%
12,481
+275
+2% +$12.6K
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 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.