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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
TDS icon
576
Telephone and Data Systems
TDS
$3.84B
$430K 0.01%
14,139
-2,522
-15% -$78.8K
ES icon
577
Eversource Energy
ES
$26.8B
$427K 0.01%
5,636
-2,828
-33% -$207K
VNO icon
578
Vornado Realty Trust
VNO
$7.26B
$427K 0.01%
+6,660
New +$448K
SAN icon
579
Banco Santander
SAN
$210B
$424K 0.01%
96,639
-140,374
-59% -$631K
ROP icon
580
Roper Technologies
ROP
$39.9B
$423K 0.01%
1,156
-66
-5% -$23.4K
TRTN
581
DELISTED
Triton International Limited
TRTN
$421K 0.01%
12,841
+15
+0.1% +$475
EFX icon
582
Equifax
EFX
$21.3B
$419K 0.01%
3,100
-3,100
-50% -$389K
MTDR icon
583
Matador Resources
MTDR
$6.49B
$419K 0.01%
21,084
-1,600
-7% -$30.4K
XLI icon
584
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$418K 0.01%
5,398
-90
-2% -$6.84K
KEX icon
585
Kirby Corp
KEX
$7B
$417K 0.01%
5,282
-106
-2% -$8.51K
CPE
586
DELISTED
Callon Petroleum Company
CPE
$416K 0.01%
6,306
-295
-4% -$21.3K
EMN icon
587
Eastman Chemical
EMN
$8.39B
$409K 0.01%
5,260
-871
-14% -$66.2K
AZO icon
588
AutoZone
AZO
$50.1B
$408K 0.01%
371
+73
+24% +$76.8K
IYM icon
589
iShares US Basic Materials ETF
IYM
$1.03B
$405K 0.01%
4,260
-150
-3% -$13.8K
NUE icon
590
Nucor
NUE
$62.5B
$401K 0.01%
7,275
-5,298
-42% -$291K
ISHG icon
591
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$400K 0.01%
5,010
-3,381
-40% -$266K
IYR icon
592
iShares US Real Estate ETF
IYR
$4.52B
$397K 0.01%
4,541
+1,575
+53% +$138K
HBAN icon
593
Huntington Bancshares
HBAN
$35.6B
$395K 0.01%
28,585
+7,985
+39% +$107K
ICE icon
594
Intercontinental Exchange
ICE
$84.5B
$394K 0.01%
4,586
-757
-14% -$61.8K
INFO
595
DELISTED
IHS Markit Ltd. Common Shares
INFO
$392K 0.01%
6,146
-4,207
-41% -$242K
ORLY icon
596
O'Reilly Automotive
ORLY
$75.3B
$390K 0.01%
15,825
-765
-5% -$19.4K
TROW icon
597
T. Rowe Price
TROW
$24.3B
$388K 0.01%
3,538
-2,194
-38% -$231K
URBN icon
598
Urban Outfitters
URBN
$6.81B
$386K 0.01%
16,948
+99
+0.6% +$2.68K
STOR
599
DELISTED
STORE Capital Corporation
STOR
$381K 0.01%
+11,481
New +$388K
XLV icon
600
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$380K 0.01%
4,102
-3,748
-48% -$337K
22 23
24
25 26

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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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.