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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
SPSB icon
601
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$375K 0.01%
12,194
+116
+1% +$3.54K
PLUS icon
602
ePlus
PLUS
$2.35B
$372K 0.01%
10,788
-27,070
-72% -$1.13M
RPG icon
603
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$372K 0.01%
15,555
+4,405
+40% +$103K
GIC icon
604
Global Industrial
GIC
$1.52B
$371K 0.01%
+16,751
New +$367K
VGT icon
605
Vanguard Information Technology ETF
VGT
$147B
$367K 0.01%
13,920
-21,584
-61% -$557K
SCHG icon
606
Schwab US Large-Cap Growth ETF
SCHG
$63B
$366K 0.01%
35,168
-24
-0.1% -$244
FR icon
607
First Industrial Realty Trust
FR
$8.36B
$362K 0.01%
9,846
– –
TCBI icon
608
Texas Capital Bancshares
TCBI
$4.32B
$362K 0.01%
5,896
-4,388
-43% -$267K
NUS icon
609
Nu Skin
NUS
$250M
$361K 0.01%
7,316
-2,978
-29% -$151K
HIG icon
610
Hartford Financial Services
HIG
$38.7B
$358K 0.01%
6,432
+37
+0.6% +$1.95K
GSK icon
611
GSK
GSK
$104B
$355K 0.01%
7,098
-10,307
-59% -$517K
GT icon
612
Goodyear
GT
$1.74B
$355K 0.01%
23,210
-679
-3% -$11.5K
CHCT
613
Community Healthcare Trust
CHCT
$433M
$354K 0.01%
8,974
+574
+7% +$21.4K
A icon
614
Agilent Technologies
A
$42B
$353K 0.01%
4,732
-2,825
-37% -$209K
MLKN icon
615
MillerKnoll
MLKN
$1.64B
$352K 0.01%
7,871
– –
SNBR
616
DELISTED
Sleep Number
SNBR
$351K 0.01%
8,702
+14
+0.2% +$541
BHF icon
617
Brighthouse Financial
BHF
$3.46B
$349K 0.01%
+9,520
New +$368K
R icon
618
Ryder
R
$9.98B
$348K 0.01%
5,972
-307
-5% -$18.3K
SHW icon
619
Sherwin-Williams
SHW
$88.1B
$347K 0.01%
2,268
-6,030
-73% -$901K
FRC
620
DELISTED
First Republic Bank
FRC
$347K 0.01%
3,555
-4,540
-56% -$457K
GM.WS.B
621
DELISTED
General Motors Company
GM.WS.B
$343K 0.01%
16,932
-191
-1% -$3.77K
STI
622
DELISTED
SunTrust Banks, Inc.
STI
$340K 0.01%
5,402
-6,178
-53% -$388K
GWR
623
DELISTED
Genesee & Wyoming Inc.
GWR
$335K 0.01%
3,353
+221
+7% +$20.2K
AN icon
624
AutoNation
AN
$6.88B
$333K 0.01%
+7,947
New +$316K
CINF icon
625
Cincinnati Financial
CINF
$26.7B
$333K 0.01%
3,211
– –
23 24
25
26 27

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BAM
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ACI
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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.