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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
BPY
651
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$295K 0.01%
+11,933
New +$238K
EPOL icon
652
iShares MSCI Poland ETF
EPOL
$817M
$294K 0.01%
+12,375
New +$283K
WEN icon
653
Wendy's
WEN
$1.39B
$294K 0.01%
15,023
-345
-2% -$6.5K
MGK icon
654
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$292K 0.01%
11,290
-300
-3% -$7.63K
EPM icon
655
Evolution Petroleum
EPM
$134M
$290K 0.01%
40,540
– –
RHT
656
DELISTED
Red Hat Inc
RHT
$288K 0.01%
1,532
-1,891
-55% -$349K
PRDO icon
657
Perdoceo Education
PRDO
$1.97B
$285K 0.01%
+14,933
New +$275K
HII icon
658
Huntington Ingalls Industries
HII
$13B
$283K 0.01%
1,261
-15,840
-93% -$3.39M
MANH icon
659
Manhattan Associates
MANH
$11.4B
$280K 0.01%
+4,045
New +$260K
DRE
660
DELISTED
Duke Realty Corp.
DRE
$277K 0.01%
8,761
-26
-0.3% -$803
FCX icon
661
Freeport-McMoran
FCX
$98.7B
$275K 0.01%
23,673
-2,793
-11% -$32.5K
SRE icon
662
Sempra
SRE
$55.1B
$275K 0.01%
4,006
-648
-14% -$42.5K
TSS
663
DELISTED
Total System Services, Inc.
TSS
$275K 0.01%
2,141
-120
-5% -$13.2K
FITB
664
Fifth Third Bancorp
FITB
$51.8B
$274K 0.01%
9,825
-760
-7% -$20.8K
HCA icon
665
HCA Healthcare
HCA
$89.6B
$273K 0.01%
2,021
-1,047
-34% -$132K
KHC icon
666
Kraft Heinz
KHC
$29.6B
$273K 0.01%
8,798
-6,299
-42% -$199K
BN icon
667
Brookfield
BN
$109B
$272K 0.01%
+15,973
New +$270K
HSIC icon
668
Henry Schein
HSIC
$9.82B
$272K 0.01%
+3,886
New +$257K
SCWX
669
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$272K 0.01%
+20,442
New +$340K
MTCH icon
670
Match Group
MTCH
$8.43B
$271K 0.01%
+4,026
New +$263K
AKAM icon
671
Akamai
AKAM
$16.9B
$269K 0.01%
3,358
-2,910
-46% -$225K
ILMN icon
672
Illumina
ILMN
$29B
$265K 0.01%
+739
New +$233K
EBAY icon
673
eBay
EBAY
$47.9B
$264K 0.01%
6,675
– –
SBGI icon
674
Sinclair Inc
SBGI
$995M
$263K 0.01%
+4,908
New +$249K
ESNT icon
675
Essent Group
ESNT
$6.23B
$261K 0.01%
+5,544
New +$261K
25 26
27
28 29

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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 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.