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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
ZEUS
701
DELISTED
Olympic Steel
ZEUS
$271K 0.01%
13,289
– –
PCH
702
DELISTED
PotlatchDeltic
PCH
$270K 0.01%
5,307
+43
+0.8% +$2.18K
RPG icon
703
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$270K 0.01%
11,750
-225
-2% -$5.11K
TUP
704
DELISTED
Tupperware Brands Corporation
TUP
$270K 0.01%
6,572
-1,063
-14% -$46.6K
AON icon
705
Aon
AON
$76B
$268K 0.01%
1,951
-35
-2% -$4.93K
ALEX
706
DELISTED
Alexander & Baldwin
ALEX
$267K 0.01%
11,361
-496
-4% -$11K
LNT icon
707
Alliant Energy
LNT
$17.8B
$267K 0.01%
6,294
-135
-2% -$5.56K
MLKN icon
708
MillerKnoll
MLKN
$1.63B
$267K 0.01%
7,871
– –
CTXS
709
DELISTED
Citrix Systems Inc
CTXS
$264K 0.01%
2,518
+163
+7% +$16.8K
IWN icon
710
iShares Russell 2000 Value ETF
IWN
$14.5B
$263K 0.01%
1,991
-746
-27% -$96.1K
RPV icon
711
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
$263K 0.01%
+3,994
New +$265K
VTI icon
712
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$263K 0.01%
1,869
-262
-12% -$36.6K
COR icon
713
Cencora
COR
$62B
$260K 0.01%
3,044
+7
+0.2% +$615
WASH icon
714
Washington Trust Bancorp
WASH
$736M
$259K 0.01%
4,450
– –
AD
715
Array Digital Infrastructure
AD
$3.05B
$257K 0.01%
+6,928
New +$263K
DRE
716
DELISTED
Duke Realty Corp.
DRE
$254K 0.01%
8,761
– –
KBAL
717
DELISTED
Kimball International
KBAL
$253K 0.01%
15,659
– –
RLJ icon
718
RLJ Lodging Trust
RLJ
$1.66B
$252K 0.01%
11,443
– –
CHCT
719
Community Healthcare Trust
CHCT
$438M
$251K 0.01%
8,400
– –
APAM icon
720
Artisan Partners
APAM
$3.01B
$250K 0.01%
8,299
+176
+2% +$5.71K
EVHC
721
DELISTED
Envision Healthcare Holdings Inc
EVHC
$249K 0.01%
+5,668
New +$233K
FITB
722
Fifth Third Bancorp
FITB
$51.9B
$248K 0.01%
8,611
+137
+2% +$4.35K
NDAQ icon
723
Nasdaq
NDAQ
$53.9B
$248K 0.01%
8,136
+6
+0.1% +$180
INVX
724
Innovex International
INVX
$2B
$248K 0.01%
4,827
-331
-6% -$15.4K
BUD icon
725
AB InBev
BUD
$164B
$247K 0.01%
2,449
+238
+11% +$23.6K
27 28
29
30 31

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BAM
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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.