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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
EW icon
76
Edwards Lifesciences
EW
$51.7B
$12.1M 0.33%
196,587
+12,726
+7% +$770K
PYPL icon
77
PayPal
PYPL
$50.5B
$12M 0.33%
104,628
+8,103
+8% +$898K
WMT icon
78
Walmart Inc
WMT
$890B
$11.4M 0.31%
310,686
+8,850
+3% +$305K
AMGN icon
79
Amgen
AMGN
$222B
$11.1M 0.3%
60,098
-5,151
-8% -$922K
IBB icon
80
iShares Biotechnology ETF
IBB
$9.71B
$10.9M 0.3%
99,604
-3,164
-3% -$337K
ELV icon
81
Elevance Health
ELV
$85.5B
$10.7M 0.29%
38,058
-81
-0.2% -$22.1K
RTX icon
82
RTX Corp
RTX
$301B
$10.6M 0.29%
129,125
-30,779
-19% -$2.57M
CB icon
83
Chubb
CB
$135B
$10.2M 0.28%
69,572
-16,450
-19% -$2.38M
AON icon
84
Aon
AON
$76B
$10.1M 0.28%
52,494
+3,718
+8% +$674K
AVY icon
85
Avery Dennison
AVY
$13.4B
$9.97M 0.27%
86,189
+4,928
+6% +$539K
ZION icon
86
Zions Bancorporation
ZION
$10.3B
$9.97M 0.27%
216,737
+8,551
+4% +$396K
IBM icon
87
IBM
IBM
$224B
$9.79M 0.27%
74,268
-16,806
-18% -$2.21M
IWF icon
88
iShares Russell 1000 Growth ETF
IWF
$128B
$9.62M 0.26%
244,548
+47,512
+24% +$1.84M
LLY icon
89
Eli Lilly
LLY
$1.06T
$9.38M 0.26%
84,657
+2,995
+4% +$353K
OKE icon
90
Oneok
OKE
$54.5B
$9.37M 0.26%
136,117
+783
+0.6% +$52.8K
CMCSA icon
91
Comcast
CMCSA
$90B
$9.36M 0.26%
221,313
+8,996
+4% +$380K
BRK.A icon
92
Berkshire Hathaway Class A
BRK.A
$1.12T
$9.23M 0.25%
29
-29
-50% -$9.02M
LQD icon
93
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$9.23M 0.25%
74,210
+66,618
+877% +$8M
MMM icon
94
3M
MMM
$94.3B
$9.19M 0.25%
63,389
-45,303
-42% -$6.97M
KO icon
95
Coca-Cola
KO
$375B
$9.08M 0.25%
178,233
-28,646
-14% -$1.4M
EOG icon
96
EOG Resources
EOG
$70.7B
$8.96M 0.25%
96,212
-3,701
-4% -$344K
AMED
97
DELISTED
Amedisys
AMED
$8.95M 0.25%
73,735
+7,006
+10% +$831K
MU icon
98
Micron Technology
MU
$991B
$8.81M 0.24%
228,334
-12,603
-5% -$480K
IJS icon
99
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$8.79M 0.24%
118,242
+6,244
+6% +$463K
VMW
100
DELISTED
VMware, Inc
VMW
$8.77M 0.24%
52,422
-6,180
-11% -$1.16M
2 3
4
5 6

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BAM
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ACI
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ACM
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PP
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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.