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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
FTV icon
126
Fortive
FTV
$18.6B
$6M 0.16%
116,609
-109,339
-48% -$5.68M
WFC icon
127
Wells Fargo
WFC
$264B
$5.95M 0.16%
125,624
-65,022
-34% -$3.04M
RSP icon
128
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.63M 0.15%
52,228
+2,005
+4% +$212K
IJK icon
129
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$5.6M 0.15%
99,068
+95,320
+2,543% +$5.29M
VEU icon
130
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$5.55M 0.15%
108,757
+1,616
+2% +$81.5K
HYG icon
131
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$5.54M 0.15%
63,593
+61,170
+2,525% +$5.28M
IJJ icon
132
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$5.54M 0.15%
+69,532
New +$5.52M
NVS icon
133
Novartis
NVS
$297B
$5.51M 0.15%
60,397
-22,595
-27% -$1.91M
NFLX icon
134
Netflix
NFLX
$309B
$5.32M 0.15%
144,940
-61,680
-30% -$2.23M
AWK icon
135
American Water Works
AWK
$26.9B
$5.22M 0.14%
44,985
-5,824
-11% -$643K
ACN icon
136
Accenture
ACN
$108B
$5.01M 0.14%
27,137
-6,776
-20% -$1.22M
RDS.B
137
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$4.98M 0.14%
75,804
-4,828
-6% -$314K
PPLI
138
People Inc
PPLI
$3.1B
$4.97M 0.14%
127,810
+89
+0.1% +$3.55K
NRG icon
139
NRG Energy
NRG
$24.8B
$4.94M 0.14%
140,645
+20,608
+17% +$777K
MRSH
140
Marsh
MRSH
$91.5B
$4.93M 0.14%
49,434
+8,259
+20% +$790K
C icon
141
Citigroup
C
$226B
$4.93M 0.13%
70,400
+20,357
+41% +$1.36M
LUV icon
142
Southwest Airlines
LUV
$23B
$4.9M 0.13%
96,514
-8,307
-8% -$430K
LOW icon
143
Lowe's Companies
LOW
$125B
$4.88M 0.13%
48,375
+6,735
+16% +$710K
COF icon
144
Capital One
COF
$134B
$4.87M 0.13%
53,653
+15,905
+42% +$1.42M
TGT icon
145
Target
TGT
$68B
$4.86M 0.13%
56,156
+201
+0.4% +$16.2K
USB icon
146
US Bancorp
USB
$99.6B
$4.74M 0.13%
90,466
-33,355
-27% -$1.72M
BKLN icon
147
Invesco Senior Loan ETF
BKLN
$6.74B
$4.73M 0.13%
+208,663
New +$4.76M
PNC icon
148
PNC Financial Services
PNC
$101B
$4.72M 0.13%
34,370
-47
-0.1% -$6.21K
SC
149
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$4.67M 0.13%
194,873
+2,146
+1% +$47.8K
TFC icon
150
Truist Financial
TFC
$64B
$4.63M 0.13%
94,291
-13,853
-13% -$679K
4 5
6
7 8

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.