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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
PENG
801
Penguin Solutions Inc
PENG
$2.99B
– –
-49,046
Closed -$471K
RAD
802
DELISTED
Rite Aid Corporation
RAD
– –
-1,000
Closed -$12K
NATI
803
DELISTED
National Instruments Corp
NATI
– –
-7,461
Closed -$331K
CTXS
804
DELISTED
Citrix Systems Inc
CTXS
– –
-2,765
Closed -$276K
CDK
805
DELISTED
CDK Global, Inc.
CDK
– –
-3,852
Closed -$227K
PBCT
806
DELISTED
People's United Financial Inc
PBCT
– –
-133,416
Closed -$2.19M
JCP
807
DELISTED
J.C. Penney Company, Inc.
JCP
– –
-15,700
Closed -$23K
S
808
DELISTED
Sprint Corporation
S
– –
-16,492
Closed -$93K
WAGE
809
DELISTED
WageWorks, Inc.
WAGE
– –
-10,549
Closed -$398K
TIER
810
DELISTED
TIER REIT, Inc.
TIER
– –
-25,886
Closed -$742K
MRT
811
DELISTED
MedEquities Realty Trust, Inc.
MRT
– –
-14,305
Closed -$159K
ULTI
812
DELISTED
Ultimate Software Group Inc
ULTI
– –
-5,585
Closed -$1.84M
USG
813
DELISTED
Usg
USG
– –
-4,956
Closed -$215K
29 30 31 32
33

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ACI
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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.