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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
GME icon
626
GameStop
GME
$8.48B
$415K 0.01%
113,848
-13,200
-10% -$45.2K
IYH icon
627
iShares US Healthcare ETF
IYH
$3.76B
$414K 0.01%
11,625
-5,680
-33% -$200K
M icon
628
Macy's
M
$6.73B
$413K 0.01%
+11,045
New +$370K
SLAB icon
629
Silicon Laboratories
SLAB
$7.2B
$413K 0.01%
4,153
+251
+6% +$25.1K
CIM
630
Chimera Investment
CIM
$974M
$409K 0.01%
7,458
+1,539
+26% +$83.1K
SPSB icon
631
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$408K 0.01%
13,533
– –
GWR
632
DELISTED
Genesee & Wyoming Inc.
GWR
$407K 0.01%
+5,005
New +$380K
RMR icon
633
The RMR Group
RMR
$332M
$404K 0.01%
5,147
+95
+2% +$7.32K
SPN
634
DELISTED
Superior Energy Services, Inc.
SPN
$404K 0.01%
4,146
+1,681
+68% +$172K
ES icon
635
Eversource Energy
ES
$26.7B
$402K 0.01%
6,859
-1,275
-16% -$73.4K
ICE icon
636
Intercontinental Exchange
ICE
$84.6B
$400K 0.01%
5,449
-391
-7% -$28.5K
DISCK
637
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$400K 0.01%
15,694
-637
-4% -$14.2K
TT icon
638
Trane Technologies
TT
$105B
$399K 0.01%
4,445
-160
-3% -$14K
CDK
639
DELISTED
CDK Global, Inc.
CDK
$397K 0.01%
6,104
-1,575
-21% -$102K
QEP
640
DELISTED
QEP RESOURCES, INC.
QEP
$395K 0.01%
32,268
+5,322
+20% +$63.3K
TRTN
641
DELISTED
Triton International Limited
TRTN
$393K 0.01%
12,826
– –
IYM icon
642
iShares US Basic Materials ETF
IYM
$1.03B
$392K 0.01%
3,960
– –
RHP icon
643
Ryman Hospitality Properties
RHP
$7.53B
$390K 0.01%
4,687
– –
QCP
644
DELISTED
Quality Care Properties, Inc.
QCP
$390K 0.01%
+18,111
New +$382K
EFX icon
645
Equifax
EFX
$21.2B
$388K 0.01%
3,100
– –
ESS icon
646
Essex Property Trust
ESS
$18.2B
$388K 0.01%
1,622
-35
-2% -$8.34K
DHC
647
Diversified Healthcare Trust
DHC
$2.01B
$387K 0.01%
21,429
-380
-2% -$6.28K
KEX icon
648
Kirby Corp
KEX
$7B
$387K 0.01%
+4,631
New +$402K
LLL
649
DELISTED
L3 Technologies, Inc.
LLL
$385K 0.01%
2,001
-1
-0% -$200
ELME
650
Elme Communities
ELME
$145M
$375K 0.01%
12,373
+51
+0.4% +$1.46K
24 25
26
27 28

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ACI
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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.