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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
MINT icon
51
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$17.5M 0.45%
+803
New +$81.5K
DHR icon
52
Danaher
DHR
$144B
$17.4M 0.45%
199,208
+2,917
+1% +$260K
TEL icon
53
TE Connectivity
TEL
$62.6B
$17.4M 0.45%
14,192
-8,721
-38% -$835K
COST icon
54
Costco
COST
$420B
$17.2M 0.44%
82,473
-1,261
-2% -$249K
FE icon
55
FirstEnergy
FE
$27.5B
$17.1M 0.44%
+687
New +$23.5K
DEO icon
56
Diageo
DEO
$53.6B
$16.9M 0.43%
17,603
+2,173
+14% +$311K
SLB icon
57
SLB Ltd
SLB
$75B
$16.9M 0.43%
251,945
-865
-0.3% -$59.4K
POOL icon
58
Pool Corp
POOL
$7.5B
$16.7M 0.43%
2,360
+222
+10% +$32.6K
COL
59
DELISTED
Rockwell Collins
COL
$16.2M 0.42%
+818
New +$111K
VSM
60
DELISTED
Versum Materials, Inc.
VSM
$16.1M 0.41%
+2,094
New +$79.9K
CAH icon
61
Cardinal Health
CAH
$55.4B
$16.1M 0.41%
1,229
-11,786
-91% -$668K
CF icon
62
CF Industries
CF
$17.3B
$16M 0.41%
+860
New +$35.1K
T icon
63
AT&T
T
$163B
$15.9M 0.41%
657,676
+5,786
+0.9% +$145K
XLU icon
64
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$15.9M 0.41%
14,004
-2,528
-15% -$63.6K
VTWO icon
65
Vanguard Russell 2000 ETF
VTWO
$17.4B
$15.9M 0.41%
+370
New +$23.8K
FISV
66
Fiserv Inc
FISV
$27.9B
$15.8M 0.41%
213,572
+4,147
+2% +$301K
XNTK icon
67
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
$15.8M 0.41%
2,127
-858
-29% -$79K
IWP icon
68
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$15.6M 0.4%
7,052
+710
+11% +$44.7K
HAS icon
69
Hasbro
HAS
$13.2B
$15.4M 0.4%
+264
New +$23.2K
DNB
70
DELISTED
Dun & Bradstreet
DNB
$15.1M 0.39%
+1,282
New +$156K
SPIB icon
71
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$15M 0.39%
+900
New +$29.9K
OMC icon
72
Omnicom Group
OMC
$23.4B
$15M 0.39%
23,722
-3,894
-14% -$288K
VAC icon
73
Marriott Vacations Worldwide
VAC
$4.25B
$14.8M 0.38%
+407
New +$50.3K
CB icon
74
Chubb
CB
$135B
$14.5M 0.37%
114,049
-1,409
-1% -$187K
SRCL
75
DELISTED
Stericycle Inc
SRCL
$14.4M 0.37%
+363
New +$22.6K
1 2
3
4 5

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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 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.