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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
GM.WS.B
726
DELISTED
General Motors Company
GM.WS.B
$245K 0.01%
+10,863
New +$236K
BAC.WS.A
727
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
$245K 0.01%
+15,000
New +$270K
SCHG icon
728
Schwab US Large-Cap Growth ETF
SCHG
$63B
$243K 0.01%
+25,656
New +$239K
KTWO
729
DELISTED
K2M Group Holdings, Inc
KTWO
$242K 0.01%
10,769
+510
+5% +$10.7K
LPNT
730
DELISTED
LifePoint Health, Inc.
LPNT
$242K 0.01%
+4,945
New +$256K
SPXC icon
731
SPX Corp
SPXC
$10.8B
$241K 0.01%
6,873
+361
+6% +$12.2K
GLOP
732
DELISTED
GASLOG PARTNERS LP
GLOP
$240K 0.01%
10,043
– –
FOR icon
733
Forestar Group
FOR
$1.49B
$237K 0.01%
+11,398
New +$256K
CHSP
734
DELISTED
Chesapeake Lodging Trust
CHSP
$237K 0.01%
+7,500
New +$229K
AL
735
DELISTED
Air Lease Corp
AL
$236K 0.01%
+5,613
New +$243K
AIZ icon
736
Assurant
AIZ
$14.1B
$232K 0.01%
2,242
+19
+0.9% +$1.79K
PGRE
737
DELISTED
Paramount Group
PGRE
$232K 0.01%
+15,046
New +$222K
UNM icon
738
Unum
UNM
$14.4B
$232K 0.01%
6,254
-823
-12% -$34.3K
ROP icon
739
Roper Technologies
ROP
$39.6B
$231K 0.01%
839
+20
+2% +$5.52K
DOX icon
740
Amdocs
DOX
$6.18B
$230K 0.01%
3,476
+239
+7% +$16.1K
HRC
741
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$230K 0.01%
2,630
+114
+5% +$10.1K
UBNK
742
DELISTED
United Financial Bancorp, Inc.
UBNK
$230K 0.01%
13,134
– –
KR icon
743
Kroger
KR
$34.6B
$225K 0.01%
+7,914
New +$199K
VVC
744
DELISTED
Vectren Corporation
VVC
$221K 0.01%
+3,100
New +$214K
CXT icon
745
Crane NXT
CXT
$2.96B
$219K 0.01%
7,854
-1,140
-13% -$34.3K
EPAM icon
746
EPAM Systems
EPAM
$4.98B
$218K 0.01%
1,754
– –
USFD icon
747
US Foods
USFD
$23.9B
$218K 0.01%
+5,758
New +$204K
EXPD icon
748
Expeditors International
EXPD
$23.3B
$217K 0.01%
+2,968
New +$207K
JACK icon
749
Jack in the Box
JACK
$334M
$213K 0.01%
2,500
– –
SHW icon
750
Sherwin-Williams
SHW
$87.7B
$212K 0.01%
+1,560
New +$202K
28 29
30
31 32

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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 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.