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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
PODD icon
676
Insulet
PODD
$9.91B
$261K 0.01%
+2,183
New +$224K
VOD icon
677
Vodafone
VOD
$36.4B
$260K 0.01%
15,952
-640
-4% -$11K
APAM icon
678
Artisan Partners
APAM
$3.02B
$259K 0.01%
9,405
-10,503
-53% -$280K
NDAQ icon
679
Nasdaq
NDAQ
$53.8B
$259K 0.01%
8,085
+39
+0.5% +$1.2K
HRC
680
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$258K 0.01%
2,468
+125
+5% +$12.6K
COLM icon
681
Columbia Sportswear
COLM
$2.91B
$253K 0.01%
2,526
– –
DHI icon
682
D.R. Horton
DHI
$41.1B
$253K 0.01%
5,877
-411
-7% -$18.2K
KBE icon
683
State Street SPDR S&P Bank ETF
KBE
$1.71B
$252K 0.01%
5,813
+70
+1% +$3.04K
MED icon
684
Medifast
MED
$136M
$251K 0.01%
1,957
– –
CERN
685
DELISTED
Cerner Corp
CERN
$251K 0.01%
3,423
-175
-5% -$11.8K
COR icon
686
Cencora
COR
$61.5B
$250K 0.01%
2,933
-104
-3% -$8.22K
KFRC icon
687
Kforce
KFRC
$1.05B
$250K 0.01%
+7,123
New +$256K
TDC icon
688
Teradata
TDC
$2.55B
$248K 0.01%
6,921
-207
-3% -$8.07K
GAP
689
The Gap Inc
GAP
$7.65B
$246K 0.01%
13,696
-1,569
-10% -$35.2K
QLTA icon
690
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$245K 0.01%
+4,565
New +$239K
ALXN
691
DELISTED
Alexion Pharmaceuticals
ALXN
$244K 0.01%
1,864
+5
+0.3% +$644
AME icon
692
Ametek
AME
$58.1B
$243K 0.01%
2,679
-2,474
-48% -$212K
CATC
693
DELISTED
CAMBRIDGE BANCORP
CATC
$243K 0.01%
+2,984
New +$246K
INVX
694
Innovex International
INVX
$2B
$241K 0.01%
5,022
-4,272
-46% -$186K
SWIR
695
DELISTED
Sierra Wireless
SWIR
$238K 0.01%
19,700
– –
CHKP icon
696
Check Point Software Technologies
CHKP
$13.3B
$237K 0.01%
+2,051
New +$242K
MGC icon
697
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$236K 0.01%
+2,327
New +$232K
ASPS icon
698
Altisource Portfolio Solutions
ASPS
$65.9M
$235K 0.01%
1,496
-814
-35% -$145K
MT icon
699
ArcelorMittal
MT
$56.1B
$235K 0.01%
13,018
-30,436
-70% -$574K
CAC icon
700
Camden National
CAC
$966M
$234K 0.01%
+5,097
New +$223K
26 27
28
29 30

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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 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.