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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
VZ icon
76
Verizon
VZ
$196B
$14.2M 0.36%
281,974
-66,835
-19% -$3.24M
CCI icon
77
Crown Castle
CCI
$32.2B
$14.1M 0.36%
+813
New +$84.5K
IWO icon
78
iShares Russell 2000 Growth ETF
IWO
$15B
$13.9M 0.36%
+168
New +$33.6K
ECL icon
79
Ecolab
ECL
$79.9B
$13.9M 0.36%
99,048
-635
-0.6% -$91.6K
ABBV icon
80
AbbVie
ABBV
$435B
$13.9M 0.36%
149,723
-6,377
-4% -$623K
SCG
81
DELISTED
Scana
SCG
$13.8M 0.35%
+1,657
New +$60.3K
EOG icon
82
EOG Resources
EOG
$70.7B
$13.7M 0.35%
110,126
+737
+0.7% +$85.6K
CGW icon
83
Invesco S&P Global Water Index ETF
CGW
$1.08B
$13.7M 0.35%
8,760
-5,526
-39% -$189K
JCI icon
84
Johnson Controls International
JCI
$92.2B
$13.7M 0.35%
35,012
+4,837
+16% +$168K
FAST icon
85
Fastenal
FAST
$59.5B
$13.6M 0.35%
9,624
-11,892
-55% -$154K
STZ icon
86
Constellation Brands
STZ
$23.2B
$13.4M 0.35%
61,409
-1,553
-2% -$351K
VBR icon
87
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$13.3M 0.34%
98,297
-8,037
-8% -$1.08M
WFC icon
88
Wells Fargo
WFC
$264B
$13.1M 0.34%
236,593
-30,015
-11% -$1.61M
RTX icon
89
RTX Corp
RTX
$301B
$13.1M 0.34%
166,507
-9,548
-5% -$748K
VREX icon
90
Varex Imaging
VREX
$523M
$13M 0.33%
+889
New +$32.9K
NVS icon
91
Novartis
NVS
$297B
$12.9M 0.33%
191,079
-248
-0.1% -$17.1K
SHM icon
92
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$12.8M 0.33%
265,874
+26,829
+11% +$1.28M
ADNT icon
93
Adient
ADNT
$1.5B
$12.7M 0.33%
+640
New +$36.3K
ALLE icon
94
Allegion
ALLE
$14.4B
$12.7M 0.33%
+471
New +$37.7K
AMGN icon
95
Amgen
AMGN
$222B
$12.5M 0.32%
67,770
-12,609
-16% -$2.23M
BHF icon
96
Brighthouse Financial
BHF
$3.5B
$12.5M 0.32%
+1,364
New +$65.6K
FTV icon
97
Fortive
FTV
$18.6B
$12.5M 0.32%
256,261
+3,227
+1% +$154K
LQD icon
98
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$12.4M 0.32%
+1,314
New +$151K
IT icon
99
Gartner
IT
$11.7B
$11.9M 0.31%
15,726
-679
-4% -$86.9K
MRK icon
100
Merck
MRK
$318B
$11.8M 0.3%
204,566
-35
-0% -$1.98K
2 3
4
5 6

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BAM
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ACI
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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.