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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
RHT
651
DELISTED
Red Hat Inc
RHT
$374K 0.01%
2,785
+247
+10% +$39.8K
CCEP icon
652
Coca-Cola Europacific Partners
CCEP
$46.9B
$370K 0.01%
9,088
-514
-5% -$20.3K
SHO icon
653
Sunstone Hotel Investors
SHO
$2.01B
$370K 0.01%
22,266
+66
+0.3% +$1.07K
VG
654
DELISTED
Vonage Holdings Corporation
VG
$363K 0.01%
28,158
– –
ALKS icon
655
Alkermes
ALKS
$8.29B
$361K 0.01%
8,774
-65
-0.7% -$2.96K
CME icon
656
CME Group
CME
$94.8B
$360K 0.01%
2,198
+39
+2% +$6.37K
HIG icon
657
Hartford Financial Services
HIG
$38.7B
$359K 0.01%
7,019
-1,168
-14% -$61.2K
K
658
DELISTED
Kellanova
K
$358K 0.01%
5,454
-510
-9% -$30.3K
IGM icon
659
iShares Expanded Tech Sector ETF
IGM
$10.8B
$355K 0.01%
11,028
– –
NTRS icon
660
Northern Trust
NTRS
$34.4B
$352K 0.01%
3,424
+24
+0.7% +$2.54K
HF
661
DELISTED
HFF Inc.
HF
$351K 0.01%
10,218
– –
SIRI icon
662
SiriusXM
SIRI
$9.7B
$349K 0.01%
5,149
-48
-0.9% -$3.24K
TREX icon
663
Trex
TREX
$4.91B
$347K 0.01%
11,104
– –
MIK
664
DELISTED
Michaels Stores, Inc
MIK
$343K 0.01%
17,856
-654
-4% -$12.4K
AGO icon
665
Assured Guaranty
AGO
$3.36B
$339K 0.01%
9,480
-828
-8% -$30.1K
MED icon
666
Medifast
MED
$135M
$334K 0.01%
+2,086
New +$267K
AKAM icon
667
Akamai
AKAM
$16.9B
$333K 0.01%
4,554
-226
-5% -$17K
BBBY
668
DELISTED
Bed Bath & Beyond Inc
BBBY
$332K 0.01%
+16,700
New +$312K
FR icon
669
First Industrial Realty Trust
FR
$8.36B
$328K 0.01%
9,846
– –
GVI icon
670
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$327K 0.01%
3,036
-1,462
-33% -$157K
SNDR icon
671
Schneider National
SNDR
$6.18B
$323K 0.01%
11,736
+318
+3% +$8.83K
DY icon
672
Dycom Industries
DY
$12B
$317K 0.01%
3,358
– –
PDCE
673
DELISTED
PDC Energy, Inc.
PDCE
$317K 0.01%
5,250
– –
MGK icon
674
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$316K 0.01%
13,265
– –
SPDW icon
675
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$316K 0.01%
+10,390
New +$328K
25 26
27
28 29

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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 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.