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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
SLAB icon
551
Silicon Laboratories
SLAB
$7.2B
$491K 0.01%
4,751
-4,718
-50% -$455K
UBA
552
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$484K 0.01%
+23,059
New +$500K
SLG icon
553
SL Green Realty
SLG
$3.9B
$482K 0.01%
6,201
-3,027
-33% -$255K
ACHC icon
554
Acadia Healthcare
ACHC
$2.96B
$480K 0.01%
13,747
+2,169
+19% +$70.1K
DK icon
555
Delek US
DK
$3.72B
$479K 0.01%
11,826
+13
+0.1% +$476
CIM
556
Chimera Investment
CIM
$980M
$475K 0.01%
8,397
+1,783
+27% +$101K
MCO icon
557
Moody's
MCO
$82.8B
$473K 0.01%
2,422
– –
TCF
558
DELISTED
TCF Financial Corporation Common Stock
TCF
$473K 0.01%
+11,494
New +$477K
ORI icon
559
Old Republic International
ORI
$10.3B
$471K 0.01%
21,036
-29,519
-58% -$650K
XLU icon
560
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$471K 0.01%
15,804
-11,132
-41% -$327K
CME icon
561
CME Group
CME
$94.8B
$464K 0.01%
2,390
-71
-3% -$13.1K
CHSP
562
DELISTED
Chesapeake Lodging Trust
CHSP
$464K 0.01%
+16,337
New +$474K
PE
563
DELISTED
PARSLEY ENERGY INC
PE
$462K 0.01%
24,329
+571
+2% +$10.9K
TXRH icon
564
Texas Roadhouse
TXRH
$13.6B
$458K 0.01%
8,531
-8,352
-49% -$470K
RS icon
565
Reliance Steel & Aluminium
RS
$21.9B
$457K 0.01%
4,827
-229
-5% -$20.5K
ASH icon
566
Ashland
ASH
$3.45B
$452K 0.01%
5,652
-800
-12% -$61.8K
SCHV
567
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$451K 0.01%
24,075
+1,074
+5% +$19.9K
BLKB icon
568
Blackbaud
BLKB
$2.09B
$449K 0.01%
5,372
-13,430
-71% -$1.06M
PXD
569
DELISTED
Pioneer Natural Resource Co.
PXD
$449K 0.01%
2,915
-4,412
-60% -$677K
MINT icon
570
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$440K 0.01%
+4,322
New +$439K
RHP icon
571
Ryman Hospitality Properties
RHP
$7.57B
$440K 0.01%
5,430
– –
IGM icon
572
iShares Expanded Tech Sector ETF
IGM
$10.8B
$439K 0.01%
12,204
+1,176
+11% +$41.6K
DXC icon
573
DXC Technology
DXC
$1.74B
$436K 0.01%
7,900
-17,637
-69% -$1.02M
PGX icon
574
Invesco Preferred ETF
PGX
$3.76B
$431K 0.01%
+29,431
New +$429K
EXAS
575
DELISTED
Exact Sciences
EXAS
$430K 0.01%
+3,641
New +$367K
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 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.