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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
MSI icon
526
Motorola Solutions
MSI
$76.5B
$547K 0.02%
3,281
-3,861
-54% -$582K
SAM icon
527
Boston Beer
SAM
$1.86B
$545K 0.01%
+1,444
New +$457K
ALC icon
528
Alcon
ALC
$35.9B
$544K 0.01%
+8,765
New +$515K
WMB icon
529
Williams Companies
WMB
$87.9B
$543K 0.01%
19,380
-661
-3% -$18.4K
UTG icon
530
Reaves Utility Income Fund
UTG
$3.59B
$537K 0.01%
+14,998
New +$518K
FRPT icon
531
Freshpet
FRPT
$3.26B
$534K 0.01%
+11,730
New +$531K
IPG
532
DELISTED
Interpublic Group of Companies
IPG
$534K 0.01%
23,626
– –
VER
533
DELISTED
VEREIT, Inc.
VER
$533K 0.01%
+11,823
New +$511K
IXJ icon
534
iShares Global Healthcare ETF
IXJ
$4.24B
$532K 0.01%
8,624
-138
-2% -$8.27K
KMF
535
DELISTED
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
$531K 0.01%
+45,843
New +$538K
DBO icon
536
Invesco DB Oil Fund
DBO
$390M
$528K 0.01%
52,554
– –
AYR
537
DELISTED
Aircastle Ltd
AYR
$528K 0.01%
24,838
+2
+0% +$40
HPE icon
538
Hewlett Packard
HPE
$72.4B
$526K 0.01%
35,213
-4,429
-11% -$67.1K
WCG
539
DELISTED
Wellcare Health Plans, Inc.
WCG
$525K 0.01%
1,841
-54
-3% -$14.9K
TSN icon
540
Tyson Foods
TSN
$20.1B
$523K 0.01%
+6,481
New +$499K
HUBB icon
541
Hubbell
HUBB
$26.7B
$522K 0.01%
4,007
-299
-7% -$36.9K
SCHE icon
542
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$518K 0.01%
19,734
-3,211
-14% -$83.2K
DFS
543
DELISTED
Discover Financial Services
DFS
$512K 0.01%
6,604
-5,569
-46% -$431K
BR icon
544
Broadridge
BR
$19.8B
$504K 0.01%
3,949
-96
-2% -$11.6K
NBIX icon
545
Neurocrine Biosciences
NBIX
$16.8B
$504K 0.01%
5,968
-4,523
-43% -$371K
MTN icon
546
Vail Resorts
MTN
$5.21B
$503K 0.01%
+2,252
New +$500K
SIGA icon
547
SIGA Technologies
SIGA
$210M
$503K 0.01%
+88,623
New +$491K
OHI icon
548
Omega Healthcare
OHI
$14.4B
$498K 0.01%
13,549
+2,767
+26% +$101K
MOS icon
549
The Mosaic Company
MOS
$7.46B
$497K 0.01%
19,861
-6,622
-25% -$162K
POOL icon
550
Pool Corp
POOL
$7.27B
$495K 0.01%
2,590
-2,660
-51% -$480K
20 21
22
23 24

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BAM
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ACI
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ACM
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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.