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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
SPN
751
DELISTED
Superior Energy Services, Inc.
SPN
$22K ﹤0.01%
1,715
-6,712
-80% -$198K
CTHR
752
DELISTED
Charles & Colvard Ltd
CTHR
$16K ﹤0.01%
1,000
-1,500
-60% -$22.7K
GSAT icon
753
Globalstar
GSAT
$10.9B
$10K ﹤0.01%
1,333
-1,334
-50% -$10.4K
AEG icon
754
Aegon
AEG
$14B
– –
-25,521
Closed -$104K
AFG icon
755
American Financial Group
AFG
$11.9B
– –
-2,495
Closed -$240K
ALNY icon
756
Alnylam Pharmaceuticals
ALNY
$29.1B
– –
-34
Closed -$3K
AMRX icon
757
Amneal Pharmaceuticals
AMRX
$5.8B
– –
-21,748
Closed -$308K
AXON
758
Axon Enterprise
AXON
$47.8B
– –
-24,200
Closed -$1.32M
BG icon
759
Bunge Global
BG
$21.7B
– –
-6,340
Closed -$336K
BH icon
760
Biglari Holdings Class B
BH
$1.2B
– –
-3,008
Closed -$426K
BRC icon
761
Brady Corp
BRC
$4.57B
– –
-7,172
Closed -$333K
CACI icon
762
CACI
CACI
$14.3B
– –
-4,536
Closed -$826K
CBRL icon
763
Cracker Barrel
CBRL
$1.25B
– –
-3,763
Closed -$608K
CMA
764
DELISTED
Comerica
CMA
– –
-2,739
Closed -$201K
CNK icon
765
Cinemark Holdings
CNK
$4.34B
– –
-11,688
Closed -$468K
CTSH icon
766
Cognizant
CTSH
$26.2B
– –
-5,027
Closed -$365K
DLR icon
767
Digital Realty Trust
DLR
$70.8B
– –
-1,815
Closed -$216K
EBS icon
768
Emergent Biosolutions
EBS
$228M
– –
-4,595
Closed -$232K
FL
769
DELISTED
Foot Locker
FL
– –
-3,838
Closed -$233K
FOXA icon
770
Fox Class A
FOXA
$26.6B
– –
-6,143
Closed -$225K
HUM icon
771
Humana
HUM
$46.4B
– –
-6,856
Closed -$1.82M
JKHY icon
772
Jack Henry & Associates
JKHY
$11B
– –
-1,466
Closed -$203K
KR icon
773
Kroger
KR
$34.6B
– –
-11,239
Closed -$276K
LNT icon
774
Alliant Energy
LNT
$17.6B
– –
-4,274
Closed -$201K
MCK icon
775
McKesson
MCK
$103B
– –
-1,735
Closed -$203K
29 30
31
32 33

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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 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.