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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
FDD icon
726
First Trust STOXX European Select Dividend Income Fund
FDD
$911M
$203K 0.01%
+16,246
New +$209K
JACK icon
727
Jack in the Box
JACK
$335M
$203K 0.01%
2,500
– –
LBRDK icon
728
Liberty Broadband Class C
LBRDK
$5.15B
$201K 0.01%
+1,926
New +$190K
TAK icon
729
Takeda Pharmaceutical
TAK
$55.7B
$198K 0.01%
+11,156
New +$203K
UBNK
730
DELISTED
United Financial Bancorp, Inc.
UBNK
$188K 0.01%
13,225
-10,964
-45% -$150K
KBAL
731
DELISTED
Kimball International
KBAL
$183K 0.01%
+10,491
New +$166K
DBE icon
732
Invesco DB Energy Fund
DBE
$85.3M
$182K 0.01%
12,826
– –
ET icon
733
Energy Transfer Partners
ET
$69.3B
$181K 0.01%
+12,858
New +$190K
AES icon
734
AES
AES
$10.5B
$178K ﹤0.01%
10,600
-728
-6% -$12.3K
EGAN icon
735
eGain
EGAN
$201M
$175K ﹤0.01%
+21,500
New +$194K
RJET
736
Republic Airways Holdings
RJET
$1B
$172K ﹤0.01%
+1,254
New +$173K
CPSS icon
737
Consumer Portfolio Services
CPSS
$206M
$171K ﹤0.01%
45,000
+25,000
+125% +$88.8K
CVGI icon
738
Commercial Vehicle Group
CVGI
$147M
$167K ﹤0.01%
+20,815
New +$162K
TGNA
739
DELISTED
TEGNA Inc
TGNA
$157K ﹤0.01%
10,368
– –
GME icon
740
GameStop
GME
$8.6B
$150K ﹤0.01%
109,364
+7,856
+8% +$15.4K
RVT icon
741
Royce Value Trust
RVT
$2.3B
$150K ﹤0.01%
10,770
+99
+0.9% +$1.38K
PBD icon
742
Invesco Global Clean Energy ETF
PBD
$192M
$141K ﹤0.01%
11,262
-10,672
-49% -$131K
SHO icon
743
Sunstone Hotel Investors
SHO
$2.06B
$138K ﹤0.01%
10,038
-33,739
-77% -$477K
MIK
744
DELISTED
Michaels Stores, Inc
MIK
$138K ﹤0.01%
15,853
-17,620
-53% -$186K
BKT icon
745
BlackRock Income Trust
BKT
$341M
$130K ﹤0.01%
7,167
– –
NIO icon
746
NIO
NIO
$11.9B
$64K ﹤0.01%
25,000
-200
-0.8% -$803
DHX icon
747
DHI Group
DHX
$173M
$59K ﹤0.01%
16,622
-2,870
-15% -$9.96K
ABEV icon
748
Ambev
ABEV
$46.4B
$55K ﹤0.01%
11,679
-23,969
-67% -$107K
NOK icon
749
Nokia
NOK
$52.3B
$53K ﹤0.01%
+10,600
New +$55.8K
CHK
750
DELISTED
Chesapeake Energy Corporation
CHK
$29K ﹤0.01%
+73
New +$36.5K
28 29
30
31 32

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IA
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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.