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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
SFM icon
801
Sprouts Farmers Market
SFM
$8.01B
– –
-9,285
Closed -$218K
SLF icon
802
Sun Life Financial
SLF
$45.4B
– –
-5,155
Closed -$212K
TGNA
803
DELISTED
TEGNA Inc
TGNA
– –
-12,773
Closed -$146K
TNL icon
804
Travel + Leisure Co
TNL
$4.7B
– –
-6,944
Closed -$359K
UE icon
805
Urban Edge Properties
UE
$2.73B
– –
-14,341
Closed -$306K
VEA icon
806
Vanguard FTSE Developed Markets ETF
VEA
$237B
– –
-6,411
Closed -$283K
VNQ icon
807
Vanguard Real Estate ETF
VNQ
$39.1B
– –
-3,135
Closed -$236K
VOO icon
808
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-1,229
Closed -$298K
WPC icon
809
W.P. Carey
WPC
$16.4B
– –
-7,302
Closed -$443K
HZN
810
DELISTED
Horizon Global Corporation
HZN
– –
-15,221
Closed -$125K
TTM
811
DELISTED
Tata Motors Limited
TTM
– –
-33,089
Closed -$851K
BPY
812
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
– –
-12,133
Closed -$233K
NTRI
813
DELISTED
NutriSystem, Inc.
NTRI
– –
-39,443
Closed -$1.06M
TWX
814
DELISTED
Time Warner Inc
TWX
– –
-24,681
Closed -$2.33M
MON
815
DELISTED
Monsanto Co
MON
– –
-16,376
Closed -$1.91M
OA
816
DELISTED
Orbital ATK, Inc.
OA
– –
-1,603
Closed -$213K
BGC
817
DELISTED
General Cable Corporation
BGC
– –
-8,174
Closed -$242K
GXP
818
DELISTED
Great Plains Energy Incorporated
GXP
– –
-11,609
Closed -$369K
IPXL
819
DELISTED
Impax Laboratories, Inc.
IPXL
– –
-10,168
Closed -$198K
UFS
820
DELISTED
DOMTAR CORPORATION (New)
UFS
– –
-6,533
Closed -$278K
WR
821
DELISTED
Westar Energy Inc
WR
– –
-5,906
Closed -$311K
DST
822
DELISTED
DST Systems Inc.
DST
– –
-13,086
Closed -$1.09M
PGEM
823
DELISTED
Ply Gem Holdings, Inc.
PGEM
– –
-20,286
Closed -$438K
29 30 31 32
33

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
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PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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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.