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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
MFA
776
MFA Financial
MFA
$933M
– –
-3,440
Closed -$100K
MORN icon
777
Morningstar
MORN
$7.53B
– –
-4,607
Closed -$580K
NLY icon
778
Annaly Capital Management
NLY
$17.4B
– –
-2,848
Closed -$113K
NTAP icon
779
NetApp
NTAP
$37.2B
– –
-5,388
Closed -$374K
NTNX icon
780
Nutanix
NTNX
$16.9B
– –
-12,912
Closed -$488K
NVR icon
781
NVR
NVR
$17B
– –
-75
Closed -$208K
PARA
782
DELISTED
Paramount Global Class B
PARA
– –
-7,054
Closed -$335K
PBF icon
783
PBF Energy
PBF
$7.31B
– –
-16,195
Closed -$504K
PRA
784
DELISTED
ProAssurance
PRA
– –
-12,400
Closed -$430K
PSMT icon
785
Pricesmart
PSMT
$5.46B
– –
-12,554
Closed -$740K
REGN icon
786
Regeneron Pharmaceuticals
REGN
$80.8B
– –
-700
Closed -$288K
REZI icon
787
Resideo Technologies
REZI
$3.95B
– –
-11,671
Closed -$225K
RRC icon
788
Range Resources
RRC
$8.95B
– –
-14,303
Closed -$160K
SPXC icon
789
SPX Corp
SPXC
$10.8B
– –
-5,853
Closed -$204K
TFX icon
790
Teleflex
TFX
$5.98B
– –
-672
Closed -$203K
TPH
791
DELISTED
Tri Pointe Homes
TPH
– –
-16,300
Closed -$206K
TREX icon
792
Trex
TREX
$5.01B
– –
-11,104
Closed -$342K
TRIP icon
793
TripAdvisor
TRIP
$1.26B
– –
-4,431
Closed -$228K
TSE
794
DELISTED
Trinseo
TSE
– –
-43,487
Closed -$1.97M
TSLA icon
795
Tesla
TSLA
$1.3T
– –
-20,100
Closed -$375K
UGI icon
796
UGI
UGI
$7.33B
– –
-5,982
Closed -$332K
UVE icon
797
Universal Insurance Holdings
UVE
$1.23B
– –
-41,460
Closed -$1.28M
WHR icon
798
Whirlpool
WHR
$2.82B
– –
-7,680
Closed -$1.02M
WRLD icon
799
World Acceptance Corp
WRLD
$873M
– –
-2,202
Closed -$258K
XLB icon
800
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
– –
-17,660
Closed -$490K
29 30 31
32
33

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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 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.