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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
ECL icon
51
Ecolab
ECL
$79.9B
$18M 0.49%
91,253
-6,050
-6% -$1.12M
FISV
52
Fiserv Inc
FISV
$27.9B
$17.9M 0.49%
196,325
-23,771
-11% -$2.08M
IVV icon
53
iShares Core S&P 500 ETF
IVV
$904B
$17.9M 0.49%
60,639
+15,502
+34% +$4.49M
VWO icon
54
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$17.7M 0.48%
415,246
+360,289
+656% +$15.2M
MDT icon
55
Medtronic
MDT
$112B
$17.6M 0.48%
180,432
-39,036
-18% -$3.56M
VZ icon
56
Verizon
VZ
$196B
$17.4M 0.48%
304,612
-9,638
-3% -$555K
UNP icon
57
Union Pacific
UNP
$174B
$17.1M 0.47%
101,243
-746
-0.7% -$128K
VBR icon
58
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$16.4M 0.45%
125,338
-1,664
-1% -$216K
ADBE icon
59
Adobe
ADBE
$105B
$16.2M 0.44%
55,136
+2,077
+4% +$577K
NKE icon
60
Nike
NKE
$61.9B
$15.6M 0.43%
186,016
+28,122
+18% +$2.37M
MRK icon
61
Merck
MRK
$318B
$15M 0.41%
187,976
-26,915
-13% -$2.06M
MA icon
62
Mastercard
MA
$493B
$14.7M 0.4%
55,529
-4,479
-7% -$1.12M
ZTS icon
63
Zoetis
ZTS
$30B
$14.4M 0.39%
126,760
+8,573
+7% +$898K
MDY icon
64
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$13.9M 0.38%
39,127
+37,462
+2,250% +$13.1M
T icon
65
AT&T
T
$163B
$13.7M 0.37%
540,285
-81,309
-13% -$1.95M
MDLZ icon
66
Mondelez International
MDLZ
$79.9B
$13.3M 0.36%
247,346
-10,476
-4% -$544K
BKNG icon
67
Booking.com
BKNG
$161B
$13.3M 0.36%
176,900
-317,275
-64% -$22.8M
EMR icon
68
Emerson Electric
EMR
$88.3B
$13.1M 0.36%
196,130
-5,406
-3% -$362K
TXN icon
69
Texas Instruments
TXN
$261B
$12.9M 0.35%
112,650
-206
-0.2% -$23K
MET icon
70
MetLife
MET
$62.1B
$12.9M 0.35%
259,885
+5,991
+2% +$282K
REET icon
71
iShares Global REIT ETF
REET
$5.11B
$12.8M 0.35%
+479,173
New +$12.8M
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$57.5B
$12.6M 0.34%
224,839
+37,969
+20% +$2.08M
IVE icon
73
iShares S&P 500 Value ETF
IVE
$49.8B
$12.4M 0.34%
106,666
+74,748
+234% +$8.56M
ORCL icon
74
Oracle
ORCL
$423B
$12.4M 0.34%
216,911
-17,984
-8% -$973K
ITW icon
75
Illinois Tool Works
ITW
$84.5B
$12.2M 0.33%
81,106
-3,440
-4% -$519K
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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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.