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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
IWB icon
151
iShares Russell 1000 ETF
IWB
$50.2B
$4.61M 0.13%
28,308
+3,258
+13% +$522K
PAYX icon
152
Paychex
PAYX
$42.7B
$4.61M 0.13%
55,984
-3,379
-6% -$285K
ZBRA icon
153
Zebra Technologies
ZBRA
$17.8B
$4.41M 0.12%
21,048
+8,382
+66% +$1.69M
RCL icon
154
Royal Caribbean
RCL
$85.6B
$4.39M 0.12%
36,202
+1,196
+3% +$146K
VO icon
155
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.34M 0.12%
103,788
+97,448
+1,537% +$3.99M
PRU icon
156
Prudential Financial
PRU
$41.8B
$4.32M 0.12%
42,753
-5,908
-12% -$589K
CVS icon
157
CVS Health
CVS
$122B
$4.27M 0.12%
78,337
-17,584
-18% -$947K
KDP icon
158
Keurig Dr Pepper
KDP
$40.8B
$4.23M 0.12%
146,274
+52
+0% +$1.48K
MOH icon
159
Molina Healthcare
MOH
$10.3B
$4.11M 0.11%
28,723
+15,312
+114% +$2.1M
BMY icon
160
Bristol-Myers Squibb
BMY
$132B
$4.11M 0.11%
90,566
-23,437
-21% -$1.09M
GILD icon
161
Gilead Sciences
GILD
$165B
$4.09M 0.11%
60,579
-25,694
-30% -$1.69M
RWO icon
162
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$4.07M 0.11%
81,584
-3,377
-4% -$169K
IWN icon
163
iShares Russell 2000 Value ETF
IWN
$14.6B
$4.05M 0.11%
33,654
+30,568
+991% +$3.69M
AJG icon
164
Arthur J. Gallagher & Co
AJG
$63.6B
$4.04M 0.11%
46,120
-1,989
-4% -$166K
PSA icon
165
Public Storage
PSA
$61.3B
$4.01M 0.11%
16,842
-8,904
-35% -$2.04M
GLW icon
166
Corning
GLW
$143B
$3.87M 0.11%
116,521
-5,727
-5% -$184K
DG icon
167
Dollar General
DG
$27.9B
$3.86M 0.11%
28,577
+240
+0.8% +$30.3K
AVB icon
168
AvalonBay Communities
AVB
$26.8B
$3.78M 0.1%
18,605
-3,212
-15% -$651K
NSP icon
169
Insperity
NSP
$2.01B
$3.64M 0.1%
29,779
+4
+0% +$482
QQQ icon
170
Invesco QQQ Trust
QQQ
$481B
$3.63M 0.1%
19,423
+6,606
+52% +$1.22M
MUB icon
171
iShares National Muni Bond ETF
MUB
$45.9B
$3.6M 0.1%
31,828
+24,666
+344% +$2.76M
VTV icon
172
Vanguard Morningstar Value ETF
VTV
$192B
$3.59M 0.1%
32,371
+1,499
+5% +$164K
MKTX icon
173
MarketAxess Holdings
MKTX
$5.72B
$3.53M 0.1%
10,977
-1,520
-12% -$439K
CSX icon
174
CSX Corp
CSX
$93.1B
$3.48M 0.1%
134,775
-156,810
-54% -$4.04M
INVA icon
175
Innoviva
INVA
$1.48B
$3.46M 0.09%
237,704
+28,209
+13% +$400K
5 6
7
8 9

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SCC
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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 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.