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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
TFC icon
151
Truist Financial
TFC
$64B
$6.96M 0.18%
138,068
-1,934
-1% -$103K
NFLX icon
152
Netflix
NFLX
$309B
$6.92M 0.18%
176,770
-36,220
-17% -$1.23M
BOND icon
153
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.49B
$6.91M 0.18%
+97
New +$9.98K
HSBC icon
154
HSBC
HSBC
$356B
$6.77M 0.17%
30,507
+622
+2% +$28.5K
XLY icon
155
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$6.74M 0.17%
12,090
-7,988
-40% -$422K
TSE
156
DELISTED
Trinseo
TSE
$6.57M 0.17%
92,554
– –
PXD
157
DELISTED
Pioneer Natural Resource Co.
PXD
$6.49M 0.17%
34,303
+811
+2% +$155K
AGN
158
DELISTED
Allergan plc
AGN
$6.49M 0.17%
38,897
-2,301
-6% -$369K
HII icon
159
Huntington Ingalls Industries
HII
$12.8B
$6.47M 0.17%
29,834
+1
+0% +$232
LLY icon
160
Eli Lilly
LLY
$1.06T
$6.45M 0.17%
75,578
-14,200
-16% -$1.17M
CENTA icon
161
Central Garden & Pet Co Class A
CENTA
$2.44B
$6.37M 0.16%
196,688
– –
WM icon
162
Waste Management
WM
$91B
$6.35M 0.16%
78,067
-4,842
-6% -$401K
IWF icon
163
iShares Russell 1000 Growth ETF
IWF
$128B
$6.34M 0.16%
176,256
-13,856
-7% -$489K
CRC
164
DELISTED
California Resources Corporation
CRC
$6.32M 0.16%
+184
New +$5.82K
KMB icon
165
Kimberly-Clark
KMB
$36.5B
$6.23M 0.16%
59,180
-3,464
-6% -$360K
MO icon
166
Altria Group
MO
$114B
$6.21M 0.16%
109,365
-48,332
-31% -$2.79M
CMCSA icon
167
Comcast
CMCSA
$90B
$6.13M 0.16%
186,845
-24,368
-12% -$794K
UNP icon
168
Union Pacific
UNP
$174B
$6.11M 0.16%
43,110
-311
-0.7% -$43.4K
GCI
169
DELISTED
Gannett Co., Inc
GCI
$5.91M 0.15%
+657
New +$6.79K
CELG
170
DELISTED
Celgene Corp
CELG
$5.84M 0.15%
73,602
-8,817
-11% -$732K
COP icon
171
ConocoPhillips
COP
$141B
$5.83M 0.15%
83,700
-2,700
-3% -$180K
HOG icon
172
Harley-Davidson
HOG
$2.71B
$5.83M 0.15%
+609
New +$25.7K
AEP icon
173
American Electric Power
AEP
$68.4B
$5.82M 0.15%
84,021
-9,320
-10% -$628K
BIP icon
174
Brookfield Infrastructure Partners
BIP
$18B
$5.77M 0.15%
+504
New +$11.8K
BND icon
175
Vanguard Total Bond Market
BND
$161B
$5.53M 0.14%
+446
New +$35.3K
5 6
7
8 9

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BAM
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ACI
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ACM
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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.