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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
DCT
601
DELISTED
DCT Industrial Trust Inc.
DCT
$465K 0.01%
6,969
– –
DINO icon
602
HF Sinclair
DINO
$15.2B
$461K 0.01%
6,740
– –
HR icon
603
Healthcare Realty
HR
$6.73B
$459K 0.01%
17,027
-120
-0.7% -$3.05K
ALL icon
604
Allstate
ALL
$68.2B
$456K 0.01%
5,000
-166
-3% -$15.8K
APO icon
605
Apollo Global Management
APO
$76B
$453K 0.01%
14,200
-10,546
-43% -$322K
CRI icon
606
Carter's
CRI
$1.48B
$453K 0.01%
4,179
+160
+4% +$17.2K
FCX icon
607
Freeport-McMoran
FCX
$98.7B
$450K 0.01%
26,068
+1,821
+8% +$30.9K
TDC icon
608
Teradata
TDC
$2.58B
$447K 0.01%
11,143
-699
-6% -$28.1K
BG icon
609
Bunge Global
BG
$21.6B
$445K 0.01%
6,380
– –
GWW icon
610
W.W. Grainger
GWW
$61.1B
$445K 0.01%
1,444
+212
+17% +$63.3K
JBLU icon
611
JetBlue
JBLU
$2.13B
$442K 0.01%
+273
New +$5.25K
NTAP icon
612
NetApp
NTAP
$39B
$440K 0.01%
5,608
+1,466
+35% +$103K
WCG
613
DELISTED
Wellcare Health Plans, Inc.
WCG
$438K 0.01%
1,777
+428
+32% +$93.2K
VGT icon
614
Vanguard Information Technology ETF
VGT
$147B
$437K 0.01%
19,304
-480
-2% -$10.8K
NEOG icon
615
Neogen
NEOG
$2.49B
$435K 0.01%
+10,858
New +$400K
AAN.A
616
DELISTED
The Aaron's Company Inc Class A
AAN.A
$434K 0.01%
9,990
+106
+1% +$4.61K
MCO icon
617
Moody's
MCO
$82.8B
$433K 0.01%
2,540
– –
ACHC icon
618
Acadia Healthcare
ACHC
$2.96B
$432K 0.01%
10,549
+1,350
+15% +$54.4K
EGIO
619
DELISTED
Edgio, Inc. Common Stock
EGIO
$430K 0.01%
2,405
– –
XLB icon
620
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$428K 0.01%
14,740
– –
MGPI icon
621
MGP Ingredients
MGPI
$381M
$424K 0.01%
4,771
– –
ANAT
622
DELISTED
American National Group, Inc. Common Stock
ANAT
$424K 0.01%
3,547
+1,818
+105% +$218K
EFG icon
623
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$421K 0.01%
5,344
-25
-0.5% -$2.03K
WAL icon
624
Western Alliance Bancorporation
WAL
$8.78B
$421K 0.01%
7,431
+1,468
+25% +$88K
SEI
625
Solaris Energy Infrastructure
SEI
$3.86B
$417K 0.01%
29,164
– –
23 24
25
26 27

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.