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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
EQIX icon
701
Equinix
EQIX
$103B
$234K 0.01%
+464
New +$223K
WASH icon
702
Washington Trust Bancorp
WASH
$733M
$232K 0.01%
+4,450
New +$226K
AIZ icon
703
Assurant
AIZ
$14.2B
$230K 0.01%
2,161
-94
-4% -$9.29K
BIIB icon
704
Biogen
BIIB
$30.7B
$222K 0.01%
951
-1,010
-52% -$233K
KIM icon
705
Kimco Realty
KIM
$16.2B
$222K 0.01%
12,016
– –
VTR icon
706
Ventas
VTR
$47.1B
$221K 0.01%
3,235
-5,912
-65% -$377K
ENV
707
DELISTED
ENVESTNET, INC.
ENV
$221K 0.01%
+3,236
New +$222K
CXT icon
708
Crane NXT
CXT
$2.97B
$220K 0.01%
7,603
-47
-0.6% -$1.37K
RST
709
DELISTED
ROSETTA STONE INC
RST
$220K 0.01%
+9,621
New +$232K
LSXMK
710
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$219K 0.01%
7,576
-4,230
-36% -$124K
TDIV icon
711
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$215K 0.01%
+5,511
New +$213K
AEO icon
712
American Eagle Outfitters
AEO
$3.08B
$214K 0.01%
12,649
– –
CBSH icon
713
Commerce Bancshares
CBSH
$8.44B
$214K 0.01%
5,054
-21,993
-81% -$928K
LTHM
714
DELISTED
Livent Corporation
LTHM
$213K 0.01%
+30,811
New +$277K
GLOP
715
DELISTED
GASLOG PARTNERS LP
GLOP
$213K 0.01%
10,043
– –
WAT icon
716
Waters Corp
WAT
$40.5B
$212K 0.01%
983
-100
-9% -$21.9K
GPN icon
717
Global Payments
GPN
$22.7B
$211K 0.01%
+1,317
New +$196K
VGK icon
718
Vanguard FTSE Europe ETF
VGK
$31B
$211K 0.01%
3,850
– –
HAL icon
719
Halliburton
HAL
$28.1B
$210K 0.01%
9,228
-3,927
-30% -$102K
NVTA
720
DELISTED
Invitae Corporation
NVTA
$209K 0.01%
8,905
-8,905
-50% -$190K
CVET
721
DELISTED
Covetrus, Inc. Common Stock
CVET
$208K 0.01%
+8,485
New +$244K
CBRE icon
722
CBRE Group
CBRE
$41.8B
$207K 0.01%
4,037
-358
-8% -$17.8K
SLF icon
723
Sun Life Financial
SLF
$45.7B
$206K 0.01%
+4,976
New +$200K
GVI icon
724
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$205K 0.01%
1,822
-410
-18% -$45.4K
CNP icon
725
CenterPoint Energy
CNP
$26.4B
$203K 0.01%
7,079
-245
-3% -$7.3K
27 28
29
30 31

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SCC
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BAM
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ACI
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ACM
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PP
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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.