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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
PEG icon
551
Public Service Enterprise Group
PEG
$37.2B
$582K 0.01%
10,757
+28
+0.3% +$1.44K
KDP icon
552
Keurig Dr Pepper
KDP
$39.9B
$580K 0.01%
4,756
+1,518
+47% +$182K
MKC icon
553
McCormick & Company Non-Voting
MKC
$14.3B
$579K 0.01%
9,974
-194
-2% -$10.2K
WHR icon
554
Whirlpool
WHR
$2.75B
$579K 0.01%
3,956
-23
-0.6% -$3.5K
EDR
555
DELISTED
Education Realty Trust Inc
EDR
$579K 0.01%
13,944
-19
-0.1% -$677
BR icon
556
Broadridge
BR
$19.8B
$576K 0.01%
5,003
+15
+0.3% +$1.69K
MSI icon
557
Motorola Solutions
MSI
$76.5B
$576K 0.01%
4,950
-810
-14% -$89.3K
AMT icon
558
American Tower
AMT
$78.8B
$574K 0.01%
3,981
-1,016
-20% -$141K
WKC icon
559
World Kinect Corp
WKC
$1.89B
$570K 0.01%
27,905
-242
-0.9% -$5.6K
TTP
560
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
$566K 0.01%
8,250
– –
UDR icon
561
UDR
UDR
$12.1B
$555K 0.01%
14,772
– –
APLE icon
562
Apple Hospitality REIT
APLE
$3.71B
$554K 0.01%
30,980
-1,129
-4% -$20.6K
PBF icon
563
PBF Energy
PBF
$7.86B
$553K 0.01%
13,197
-276
-2% -$11.6K
EG icon
564
Everest Group
EG
$14.2B
$551K 0.01%
2,391
-27
-1% -$6.34K
IPG
565
DELISTED
Interpublic Group of Companies
IPG
$550K 0.01%
23,474
-195
-0.8% -$4.58K
IUSV icon
566
iShares Core S&P US Value ETF
IUSV
$27.8B
$548K 0.01%
10,212
+2,255
+28% +$122K
EBND icon
567
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$544K 0.01%
+202
New +$5.76K
HCKT icon
568
Hackett Group
HCKT
$279M
$541K 0.01%
33,659
– –
FRC
569
DELISTED
First Republic Bank
FRC
$535K 0.01%
5,529
-1,262
-19% -$122K
IXJ icon
570
iShares Global Healthcare ETF
IXJ
$4.24B
$534K 0.01%
9,458
– –
BKU icon
571
Bankunited
BKU
$3.34B
$532K 0.01%
13,031
-326
-2% -$13.5K
SJM icon
572
J.M. Smucker
SJM
$12.6B
$532K 0.01%
+4,944
New +$555K
MTDR icon
573
Matador Resources
MTDR
$6.49B
$531K 0.01%
17,692
+2,364
+15% +$71.3K
RL icon
574
Ralph Lauren
RL
$24.2B
$529K 0.01%
4,205
+1,987
+90% +$241K
EFV icon
575
iShares MSCI EAFE Value ETF
EFV
$30B
$527K 0.01%
10,264
-397
-4% -$21.7K
21 22
23
24 25

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BAM
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ACI
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ACM
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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.