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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
DPZ icon
526
Domino's
DPZ
$11.5B
$657K 0.02%
2,328
-2,000
-46% -$507K
SC
527
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$653K 0.02%
34,181
+19,760
+137% +$360K
LM
528
DELISTED
Legg Mason, Inc.
LM
$650K 0.02%
18,709
+33
+0.2% +$1.25K
J icon
529
Jacobs Solutions
J
$17.2B
$649K 0.02%
12,351
-3,028
-20% -$156K
HLNE icon
530
Hamilton Lane
HLNE
$5.53B
$644K 0.02%
13,435
– –
LOGM
531
DELISTED
LogMein, Inc.
LOGM
$643K 0.02%
6,224
+860
+16% +$96.2K
FIS icon
532
Fidelity National Information Services
FIS
$21.9B
$640K 0.02%
6,037
+36
+0.6% +$3.66K
VAR
533
DELISTED
Varian Medical Systems, Inc.
VAR
$640K 0.02%
5,623
-363
-6% -$43.4K
NLSN
534
DELISTED
Nielsen Holdings plc
NLSN
$632K 0.02%
20,437
-64
-0.3% -$2K
PARA
535
DELISTED
Paramount Global Class B
PARA
$625K 0.02%
11,117
-5,869
-35% -$307K
DBO icon
536
Invesco DB Oil Fund
DBO
$390M
$622K 0.02%
49,948
– –
WAGE
537
DELISTED
WageWorks, Inc.
WAGE
$621K 0.02%
12,413
-1,462
-11% -$66.7K
KRO icon
538
KRONOS Worldwide
KRO
$977M
$620K 0.02%
27,517
-594
-2% -$14.2K
SLYV icon
539
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$619K 0.02%
9,271
+3,039
+49% +$199K
EXP icon
540
Eagle Materials
EXP
$6.47B
$618K 0.02%
5,886
-15
-0.3% -$1.58K
RYN icon
541
Rayonier
RYN
$6.52B
$618K 0.02%
17,600
-553
-3% -$18.9K
MUB icon
542
iShares National Muni Bond ETF
MUB
$45.8B
$616K 0.02%
5,641
-980
-15% -$106K
INTU icon
543
Intuit
INTU
$91.5B
$615K 0.02%
3,009
-178
-6% -$34.1K
VRE
544
DELISTED
Veris Residential
VRE
$604K 0.02%
29,803
– –
CRCM
545
DELISTED
CARE.COM, INC.
CRCM
$599K 0.02%
28,707
– –
GHC icon
546
Graham Holdings Company
GHC
$4.99B
$598K 0.02%
+1,021
New +$613K
GPMT
547
Granite Point Mortgage Trust
GPMT
$59.8M
$591K 0.02%
+233
New +$4.11K
RDC
548
DELISTED
Rowan Companies Plc
RDC
$590K 0.02%
36,395
-2,475
-6% -$37.2K
CBRL icon
549
Cracker Barrel
CBRL
$1.25B
$587K 0.02%
3,761
-20
-0.5% -$3.23K
DAL icon
550
Delta Air Lines
DAL
$58.7B
$587K 0.02%
11,843
-1,133
-9% -$60.4K
20 21
22
23 24

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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.