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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
EFA icon
126
iShares MSCI EAFE ETF
EFA
$80.2B
$8.83M 0.23%
131,918
-20,687
-14% -$1.45M
VMW
127
DELISTED
VMware, Inc
VMW
$8.78M 0.23%
59,747
+1,574
+3% +$217K
GILD icon
128
Gilead Sciences
GILD
$165B
$8.69M 0.22%
122,643
-17,581
-13% -$1.24M
NDSN icon
129
Nordson
NDSN
$17.3B
$8.68M 0.22%
10,614
-165
-2% -$21.8K
SBUX icon
130
Starbucks
SBUX
$120B
$8.57M 0.22%
175,456
-7,251
-4% -$412K
VIG icon
131
Vanguard Dividend Appreciation ETF
VIG
$114B
$8.49M 0.22%
13,655
-329
-2% -$33.5K
GGG icon
132
Graco
GGG
$13.5B
$8.48M 0.22%
16,689
+185
+1% +$8.48K
MDLZ icon
133
Mondelez International
MDLZ
$79.9B
$8.4M 0.22%
204,843
+18,956
+10% +$762K
VB icon
134
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$8.38M 0.22%
53,867
-13,895
-21% -$2.13M
KO icon
135
Coca-Cola
KO
$375B
$8.21M 0.21%
187,244
-4,018
-2% -$174K
BMY icon
136
Bristol-Myers Squibb
BMY
$132B
$7.96M 0.2%
143,755
-27,835
-16% -$1.5M
WMT icon
137
Walmart Inc
WMT
$890B
$7.92M 0.2%
277,515
-8,718
-3% -$248K
IWD icon
138
iShares Russell 1000 Value ETF
IWD
$83.9B
$7.91M 0.2%
65,118
-3,716
-5% -$452K
IWC icon
139
iShares Micro-Cap ETF
IWC
$1.5B
$7.87M 0.2%
+574
New +$58.6K
IBB icon
140
iShares Biotechnology ETF
IBB
$9.71B
$7.83M 0.2%
71,305
+7,601
+12% +$813K
TD icon
141
Toronto Dominion Bank
TD
$200B
$7.68M 0.2%
+2,786
New +$159K
LEA icon
142
Lear
LEA
$8.18B
$7.66M 0.2%
41,198
+166
+0.4% +$32.5K
PSX icon
143
Phillips 66
PSX
$81.4B
$7.61M 0.2%
67,770
-11,533
-15% -$1.3M
WBT
144
DELISTED
Welbilt, Inc.
WBT
$7.53M 0.19%
+937
New +$18.7K
VEU icon
145
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$7.44M 0.19%
143,492
-9,723
-6% -$527K
GE icon
146
GE Aerospace
GE
$384B
$7.41M 0.19%
113,601
-6,802
-6% -$454K
ITW icon
147
Illinois Tool Works
ITW
$84.5B
$7.35M 0.19%
53,081
+36,717
+224% +$5.44M
ACN icon
148
Accenture
ACN
$108B
$7.17M 0.18%
43,859
-13,334
-23% -$2.07M
USB icon
149
US Bancorp
USB
$99.6B
$7.08M 0.18%
141,560
-1,177
-0.8% -$59.7K
CSX icon
150
CSX Corp
CSX
$93.1B
$6.98M 0.18%
328,398
-30,519
-9% -$628K
4 5
6
7 8

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BAM
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ACI
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ACM
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MXM
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OSIA
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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.