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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
FDIQ
101
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$48.4M
$11.8M 0.3%
3,100
-500
-14% -$29.3K
MET icon
102
MetLife
MET
$62.1B
$11.4M 0.29%
261,762
-11,574
-4% -$540K
PPG icon
103
PPG Industries
PPG
$26.6B
$11.2M 0.29%
108,206
-2,936
-3% -$311K
BX icon
104
Blackstone
BX
$110B
$11M 0.28%
3,695
-4,666
-56% -$148K
MA icon
105
Mastercard
MA
$493B
$10.6M 0.27%
54,149
-3,178
-6% -$597K
GPOR
106
DELISTED
Gulfport Energy Corp.
GPOR
$10.4M 0.27%
+1,030
New +$10.6K
MRSH
107
Marsh
MRSH
$91.5B
$10.4M 0.27%
9,949
-300
-3% -$24.5K
DD icon
108
DuPont de Nemours
DD
$19.2B
$10.3M 0.27%
61,870
-1,283
-2% -$215K
IVV icon
109
iShares Core S&P 500 ETF
IVV
$904B
$10.3M 0.26%
37,584
-10,740
-22% -$2.92M
CAT icon
110
Caterpillar
CAT
$387B
$9.97M 0.26%
73,511
-1,646
-2% -$246K
ITB icon
111
iShares US Home Construction ETF
ITB
$2.41B
$9.97M 0.26%
261,365
-152,323
-37% -$5.93M
IWR icon
112
iShares Russell Mid-Cap ETF
IWR
$57.5B
$9.8M 0.25%
184,816
-20,708
-10% -$1.09M
GIS icon
113
General Mills
GIS
$19.7B
$9.76M 0.25%
220,392
+4,534
+2% +$198K
CVS icon
114
CVS Health
CVS
$122B
$9.75M 0.25%
151,564
-44,445
-23% -$2.93M
BRK.A icon
115
Berkshire Hathaway Class A
BRK.A
$1.12T
$9.59M 0.25%
34
– –
WMB icon
116
Williams Companies
WMB
$86.1B
$9.37M 0.24%
20,768
-5,681
-21% -$150K
CMI icon
117
Cummins
CMI
$88.7B
$9.36M 0.24%
70,335
-26,914
-28% -$4.03M
EA
118
DELISTED
Electronic Arts
EA
$9.13M 0.23%
64,771
– –
TEAM icon
119
Atlassian
TEAM
$37.8B
$9.08M 0.23%
+445
New +$27.4K
BURL icon
120
Burlington
BURL
$23.2B
$9.04M 0.23%
60,086
+324
+0.5% +$46.1K
ELV icon
121
Elevance Health
ELV
$85.5B
$9.04M 0.23%
37,958
+352
+0.9% +$81.5K
EMR icon
122
Emerson Electric
EMR
$88.3B
$8.98M 0.23%
129,960
+41,055
+46% +$2.89M
BTI icon
123
British American Tobacco
BTI
$128B
$8.95M 0.23%
33,613
-5,366
-14% -$283K
TXN icon
124
Texas Instruments
TXN
$261B
$8.87M 0.23%
80,422
+42,890
+114% +$4.64M
ADP icon
125
Automatic Data Processing
ADP
$108B
$8.84M 0.23%
65,876
-3,069
-4% -$389K
3 4
5
6 7

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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.