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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
MDXG icon
776
MiMedx Group
MDXG
$619M
$64K ﹤0.01%
10,000
– –
CPSS icon
777
Consumer Portfolio Services
CPSS
$202M
$51K ﹤0.01%
12,640
-2,639
-17% -$10K
GNW icon
778
Genworth Financial
GNW
$3.75B
$51K ﹤0.01%
11,381
-8,537
-43% -$29.4K
CTHR
779
DELISTED
Charles & Colvard Ltd
CTHR
$48K ﹤0.01%
4,500
+1,746
+63% +$21.7K
JCP
780
DELISTED
J.C. Penney Company, Inc.
JCP
$47K ﹤0.01%
20,200
-930
-4% -$2.62K
ATRS
781
DELISTED
Antares Pharma, Inc.
ATRS
$26K ﹤0.01%
+10,000
New +$24.9K
RAD
782
DELISTED
Rite Aid Corporation
RAD
$21K ﹤0.01%
617
-1
-0.2% -$34
NAK
783
Northern Dynasty Minerals
NAK
$958M
$16K ﹤0.01%
29,695
– –
GSAT icon
784
Globalstar
GSAT
$10.9B
$10K ﹤0.01%
1,333
– –
AZO icon
785
AutoZone
AZO
$50.4B
– –
-326
Closed -$212K
BSV icon
786
Vanguard Short-Term Bond ETF
BSV
$45.6B
– –
-2,994
Closed -$235K
CE icon
787
Celanese
CE
$4.8B
– –
-2,307
Closed -$231K
CINF icon
788
Cincinnati Financial
CINF
$26.9B
– –
-2,860
Closed -$213K
CPB icon
789
Campbell Soup
CPB
$6.72B
– –
-5,457
Closed -$236K
CYRX icon
790
CryoPort
CYRX
$730M
– –
-10,000
Closed -$86K
DNP icon
791
DNP Select Income Fund
DNP
$4.09B
– –
-13,206
Closed -$136K
ESRT icon
792
Empire State Realty Trust
ESRT
$810M
– –
-42,244
Closed -$709K
FBIN icon
793
Fortune Brands Innovations
FBIN
$5.74B
– –
-4,275
Closed -$215K
FMS icon
794
Fresenius Medical Care
FMS
$13B
– –
-4,424
Closed -$226K
INGR icon
795
Ingredion
INGR
$6.53B
– –
-1,732
Closed -$223K
LEN icon
796
Lennar Class A
LEN
$20.6B
– –
-8,954
Closed -$511K
NEU icon
797
NewMarket
NEU
$8.26B
– –
-535
Closed -$215K
NRG icon
798
NRG Energy
NRG
$25.5B
– –
-56,429
Closed -$1.72M
PAYC icon
799
Paycom
PAYC
$9.55B
– –
-2,000
Closed -$215K
RMD icon
800
ResMed
RMD
$31.7B
– –
-2,438
Closed -$240K
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 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.