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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
PE
676
DELISTED
PARSLEY ENERGY INC
PE
$315K 0.01%
+10,372
New +$306K
VGK icon
677
Vanguard FTSE Europe ETF
VGK
$31B
$312K 0.01%
5,550
– –
PNFP icon
678
Pinnacle Financial Partners Inc
PNFP
$15.7B
$310K 0.01%
5,043
+449
+10% +$29.2K
MTD icon
679
Mettler-Toledo International
MTD
$28.9B
$304K 0.01%
526
-90
-15% -$51.3K
SRC
680
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$302K 0.01%
+7,525
New +$286K
NATI
681
DELISTED
National Instruments Corp
NATI
$302K 0.01%
7,199
-3
-0% -$133
NWSA icon
682
News Corp Class A
NWSA
$15.4B
$301K 0.01%
19,395
+1,156
+6% +$18.3K
CHX
683
DELISTED
ChampionX
CHX
$297K 0.01%
+7,129
New +$292K
TXT icon
684
Textron
TXT
$15.3B
$294K 0.01%
+4,456
New +$288K
BERY
685
DELISTED
Berry Global Group, Inc.
BERY
$294K 0.01%
+6,986
New +$324K
HXL icon
686
Hexcel
HXL
$7.66B
$292K 0.01%
+4,404
New +$300K
IEFA icon
687
iShares Core MSCI EAFE ETF
IEFA
$195B
$287K 0.01%
+4,518
New +$299K
DRH icon
688
Diamondrock Hospitality Co
DRH
$2.47B
$283K 0.01%
23,027
– –
AFG icon
689
American Financial Group
AFG
$11.9B
$282K 0.01%
2,625
+2
+0.1% +$222
KMI icon
690
Kinder Morgan
KMI
$69.5B
$282K 0.01%
+15,947
New +$261K
SKX
691
DELISTED
Skechers
SKX
$281K 0.01%
9,347
– –
HAE icon
692
Haemonetics
HAE
$3.93B
$280K 0.01%
+3,125
New +$264K
ASH icon
693
Ashland
ASH
$3.44B
$276K 0.01%
3,522
+302
+9% +$22.5K
BH icon
694
Biglari Holdings Class B
BH
$1.2B
$276K 0.01%
1,504
-2,303
-60% -$522K
BRC icon
695
Brady Corp
BRC
$4.56B
$276K 0.01%
7,172
– –
NVR icon
696
NVR
NVR
$16.7B
$276K 0.01%
93
+1
+1% +$3.06K
SWKS icon
697
Skyworks Solutions
SWKS
$10.4B
$276K 0.01%
2,858
+206
+8% +$20K
XLI icon
698
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$273K 0.01%
3,812
-8,000
-68% -$593K
WW
699
DELISTED
WW International
WW
$272K 0.01%
+2,691
New +$211K
NTNX icon
700
Nutanix
NTNX
$17.5B
$271K 0.01%
+5,250
New +$289K
26 27
28
29 30

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BAM
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ACI
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MXM
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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.