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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
ADP icon
101
Automatic Data Processing
ADP
$108B
$8.65M 0.24%
52,338
-10,369
-17% -$1.68M
VB icon
102
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$8.51M 0.23%
54,335
+3,855
+8% +$596K
ABBV icon
103
AbbVie
ABBV
$435B
$7.78M 0.21%
106,917
-34,958
-25% -$2.75M
COP icon
104
ConocoPhillips
COP
$141B
$7.62M 0.21%
124,830
+31,057
+33% +$1.93M
PSX icon
105
Phillips 66
PSX
$81.4B
$7.55M 0.21%
80,705
-3,833
-5% -$344K
CAT icon
106
Caterpillar
CAT
$387B
$7.55M 0.21%
55,373
-27,023
-33% -$3.57M
INTU icon
107
Intuit
INTU
$89B
$7.47M 0.2%
28,599
+21,234
+288% +$5.4M
WM icon
108
Waste Management
WM
$91B
$7.43M 0.2%
64,395
-6,131
-9% -$665K
CMI icon
109
Cummins
CMI
$88.7B
$7.05M 0.19%
41,147
-2,426
-6% -$397K
BLK icon
110
Blackrock
BLK
$176B
$6.93M 0.19%
14,766
-8,955
-38% -$4.05M
CHD icon
111
Church & Dwight Co
CHD
$24.5B
$6.74M 0.18%
92,223
+16,490
+22% +$1.23M
SCZ icon
112
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$6.7M 0.18%
116,664
+1,203
+1% +$69.5K
KEY icon
113
KeyCorp
KEY
$24.4B
$6.63M 0.18%
373,547
-86,596
-19% -$1.46M
BURL icon
114
Burlington
BURL
$23.2B
$6.62M 0.18%
38,926
-30,933
-44% -$5.06M
LAMR icon
115
Lamar Advertising Co
LAMR
$16.3B
$6.53M 0.18%
80,958
+26,753
+49% +$2.16M
VNQ icon
116
Vanguard Real Estate ETF
VNQ
$39.1B
$6.5M 0.18%
+74,414
New +$6.51M
MBB icon
117
iShares MBS ETF
MBB
$39.1B
$6.48M 0.18%
+60,195
New +$6.4M
MSCI icon
118
MSCI
MSCI
$40.9B
$6.48M 0.18%
27,123
+11,473
+73% +$2.57M
BBY icon
119
Best Buy
BBY
$17.3B
$6.47M 0.18%
+92,841
New +$6.48M
IWO icon
120
iShares Russell 2000 Growth ETF
IWO
$15B
$6.28M 0.17%
+31,266
New +$6.18M
AEP icon
121
American Electric Power
AEP
$68.4B
$6.2M 0.17%
70,497
-8,356
-11% -$720K
KMB icon
122
Kimberly-Clark
KMB
$36.5B
$6.12M 0.17%
45,900
-5,463
-11% -$705K
TIP icon
123
iShares TIPS Bond ETF
TIP
$14.7B
$6.11M 0.17%
52,862
+18,562
+54% +$2.11M
TRV icon
124
Travelers Companies
TRV
$80.2B
$6.09M 0.17%
40,760
-313
-0.8% -$45.1K
SUB icon
125
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$6.04M 0.17%
56,661
+8,245
+17% +$875K
3 4
5
6 7

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.