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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
KRE icon
626
State Street SPDR S&P Regional Banking ETF
KRE
$4.54B
$331K 0.01%
+6,190
New +$331K
GBDC icon
627
Golub Capital BDC
GBDC
$3.4B
$329K 0.01%
18,871
– –
NTRS icon
628
Northern Trust
NTRS
$34.3B
$329K 0.01%
3,660
-667
-15% -$61.4K
FICO icon
629
Fair Isaac
FICO
$23B
$324K 0.01%
1,032
– –
SRC
630
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$323K 0.01%
7,582
+1
+0% +$42
SNDR icon
631
Schneider National
SNDR
$6.21B
$320K 0.01%
17,525
+3,927
+29% +$76.1K
GWW icon
632
W.W. Grainger
GWW
$60.6B
$319K 0.01%
1,189
-137
-10% -$38.4K
M icon
633
Macy's
M
$6.7B
$317K 0.01%
14,749
-2,100
-12% -$47.8K
TSCO icon
634
Tractor Supply
TSCO
$18B
$317K 0.01%
14,555
+830
+6% +$17.1K
JAZZ icon
635
Jazz Pharmaceuticals
JAZZ
$16.7B
$315K 0.01%
2,212
-1,025
-32% -$138K
DRH icon
636
Diamondrock Hospitality Co
DRH
$2.49B
$313K 0.01%
+30,225
New +$319K
SIRI icon
637
SiriusXM
SIRI
$9.78B
$312K 0.01%
5,591
+308
+6% +$17.5K
WEC icon
638
WEC Energy
WEC
$34.7B
$312K 0.01%
3,747
-304
-8% -$24.4K
CXP
639
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$311K 0.01%
+15,000
New +$333K
LEN icon
640
Lennar Class A
LEN
$20.6B
$307K 0.01%
6,536
+58
+0.9% +$2.89K
VIAB
641
DELISTED
Viacom Inc. Class B
VIAB
$307K 0.01%
+10,274
New +$300K
APH icon
642
Amphenol
APH
$209B
$306K 0.01%
12,744
+2,292
+22% +$55.2K
VRE
643
DELISTED
Veris Residential
VRE
$306K 0.01%
+13,152
New +$302K
ENB icon
644
Enbridge
ENB
$112B
$305K 0.01%
8,452
+712
+9% +$25.9K
ATVI
645
DELISTED
Activision Blizzard
ATVI
$302K 0.01%
6,408
-1,112
-15% -$51.1K
BALL icon
646
Ball Corp
BALL
$16.5B
$300K 0.01%
4,290
-3,454
-45% -$215K
MRO
647
DELISTED
Marathon Oil Corporation
MRO
$300K 0.01%
21,144
+1,508
+8% +$23.3K
IYH icon
648
iShares US Healthcare ETF
IYH
$3.76B
$298K 0.01%
7,625
-11,125
-59% -$421K
PANW icon
649
Palo Alto Networks
PANW
$312B
$298K 0.01%
8,784
-5,616
-39% -$210K
ATH
650
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$296K 0.01%
6,881
-16
-0.2% -$691
24 25
26
27 28

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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.