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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
IYR icon
576
iShares US Real Estate ETF
IYR
$4.52B
$524K 0.01%
4,257
+2
+0% +$154
QUOT
577
DELISTED
Quotient Technology Inc
QUOT
$521K 0.01%
39,778
– –
XLP icon
578
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$509K 0.01%
9,880
-4,801
-33% -$244K
BPL
579
DELISTED
Buckeye Partners, L.P.
BPL
$509K 0.01%
+1,113
New +$42.5K
SDY icon
580
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$508K 0.01%
5,482
+1,004
+22% +$92.4K
AYR
581
DELISTED
Aircastle Ltd
AYR
$508K 0.01%
24,784
+1
+0% +$21
NUE icon
582
Nucor
NUE
$62.5B
$506K 0.01%
8,096
-1,258
-13% -$80.3K
CUZ icon
583
Cousins Properties
CUZ
$4.83B
$503K 0.01%
12,977
-19
-0.1% -$692
MCK icon
584
McKesson
MCK
$103B
$500K 0.01%
3,751
-6,600
-64% -$965K
GAP
585
The Gap Inc
GAP
$7.74B
$499K 0.01%
15,415
-1,639
-10% -$50.4K
LPSN icon
586
LivePerson
LPSN
$31.2M
$498K 0.01%
1,574
– –
CLGX
587
DELISTED
Corelogic, Inc.
CLGX
$498K 0.01%
+9,594
New +$482K
AGG icon
588
iShares Core US Aggregate Bond ETF
AGG
$137B
$492K 0.01%
4,629
+61
+1% +$6.47K
GT icon
589
Goodyear
GT
$1.74B
$491K 0.01%
21,073
-461
-2% -$11.8K
PRA
590
DELISTED
ProAssurance
PRA
$482K 0.01%
13,590
-1,476
-10% -$61.7K
BPOP icon
591
Popular Inc
BPOP
$11.1B
$480K 0.01%
10,621
-255
-2% -$11.7K
VOD icon
592
Vodafone
VOD
$36.4B
$480K 0.01%
19,736
+146
+0.7% +$3.98K
PINC
593
DELISTED
Premier
PINC
$479K 0.01%
13,160
+510
+4% +$16.9K
MRO
594
DELISTED
Marathon Oil Corporation
MRO
$479K 0.01%
23,002
+1,256
+6% +$24.8K
LUMN icon
595
Lumen
LUMN
$6.85B
$478K 0.01%
25,607
+3,553
+16% +$64.5K
JRVR icon
596
James River Group Holdings
JRVR
$210M
$477K 0.01%
12,146
+623
+5% +$23.5K
STI
597
DELISTED
SunTrust Banks, Inc.
STI
$474K 0.01%
7,184
+498
+7% +$33.8K
WRLD icon
598
World Acceptance Corp
WRLD
$871M
$473K 0.01%
4,260
– –
HPE icon
599
Hewlett Packard
HPE
$72.4B
$465K 0.01%
31,838
-1,316
-4% -$21.8K
LSXMK
600
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$465K 0.01%
13,459
+1,104
+9% +$36.9K
22 23
24
25 26

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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.