We are live on ! Find out more
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
ENB icon
751
Enbridge
ENB
$112B
$211K 0.01%
5,913
-15,596
-73% -$494K
TFCF
752
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$211K 0.01%
+4,276
New +$167K
ALNY icon
753
Alnylam Pharmaceuticals
ALNY
$29B
$210K 0.01%
2,130
– –
CAC icon
754
Camden National
CAC
$970M
$210K 0.01%
+4,597
New +$208K
IJK icon
755
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$210K 0.01%
3,748
-336
-8% -$18.8K
NEM icon
756
Newmont
NEM
$124B
$209K 0.01%
5,540
-785
-12% -$30.9K
STWD icon
757
Starwood Property Trust
STWD
$6.16B
$209K 0.01%
+9,641
New +$208K
WCC
758
WESCO International
WCC
$17.9B
$209K 0.01%
+3,664
New +$222K
LSXMA
759
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$208K 0.01%
+6,396
New +$203K
GPN icon
760
Global Payments
GPN
$22.8B
$207K 0.01%
1,858
– –
MITK icon
761
Mitek Systems
MITK
$837M
$204K 0.01%
22,955
– –
MPX
762
DELISTED
Marine Products Corp
MPX
$199K 0.01%
11,215
– –
RITM icon
763
Rithm Capital
RITM
$5.65B
$195K 0.01%
+11,135
New +$195K
RVT icon
764
Royce Value Trust
RVT
$2.29B
$188K ﹤0.01%
11,897
+111
+0.9% +$1.79K
DBE icon
765
Invesco DB Energy Fund
DBE
$90.4M
$179K ﹤0.01%
10,472
-2,098
-17% -$34.1K
SWIR
766
DELISTED
Sierra Wireless
SWIR
$179K ﹤0.01%
+11,200
New +$190K
MFA
767
MFA Financial
MFA
$919M
$177K ﹤0.01%
5,851
+1,191
+26% +$36.4K
AMRX icon
768
Amneal Pharmaceuticals
AMRX
$5.71B
$175K ﹤0.01%
+10,669
New +$187K
BBVA icon
769
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$172K ﹤0.01%
24,475
-96,313
-80% -$727K
MRT
770
DELISTED
MedEquities Realty Trust, Inc.
MRT
$158K ﹤0.01%
+14,305
New +$148K
BKT icon
771
BlackRock Income Trust
BKT
$342M
$149K ﹤0.01%
8,500
-772
-8% -$13.4K
AEG icon
772
Aegon
AEG
$14B
$128K ﹤0.01%
25,882
-16,989
-40% -$93.6K
ORN icon
773
Orion Group Holdings
ORN
$396M
$128K ﹤0.01%
15,504
– –
AMLP icon
774
Alerian MLP ETF
AMLP
$13.3B
$103K ﹤0.01%
2,046
-625
-23% -$31.7K
PIR
775
DELISTED
Pier 1 Imports, Inc.
PIR
$103K ﹤0.01%
2,174
-5,000
-70% -$270K
29 30
31
32 33

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.