We are live on ! Find out more
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
RSP icon
176
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.48M 0.14%
+53,807
New +$5.45M
LUV icon
177
Southwest Airlines
LUV
$23B
$5.46M 0.14%
107,354
-3,445
-3% -$181K
SIVB
178
DELISTED
SVB Financial Group
SIVB
$5.26M 0.14%
18,228
– –
AMED
179
DELISTED
Amedisys
AMED
$5.16M 0.13%
60,350
– –
ABMD
180
DELISTED
Abiomed Inc
ABMD
$5.12M 0.13%
12,519
+93
+0.7% +$33.7K
POST icon
181
Post Holdings
POST
$3.57B
$5.08M 0.13%
+171
New +$8.93K
PM icon
182
Philip Morris
PM
$295B
$5.03M 0.13%
62,231
-12,013
-16% -$1.02M
EXR icon
183
Extra Space Storage
EXR
$31.6B
$4.9M 0.13%
+98
New +$9.12K
LOW icon
184
Lowe's Companies
LOW
$125B
$4.78M 0.12%
50,061
-1,572
-3% -$142K
XLRE icon
185
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.65B
$4.74M 0.12%
+3,602
New +$113K
TRV icon
186
Travelers Companies
TRV
$80.2B
$4.71M 0.12%
38,505
+3,832
+11% +$502K
BNY
187
Bank of New York Mellon
BNY
$107B
$4.6M 0.12%
85,233
-7,001
-8% -$386K
AWK icon
188
American Water Works
AWK
$26.9B
$4.56M 0.12%
53,415
-2,345
-4% -$194K
HLF icon
189
Herbalife
HLF
$1.29B
$4.52M 0.12%
84,095
+879
+1% +$46.2K
CXW icon
190
CoreCivic
CXW
$3.19B
$4.49M 0.12%
+288
New +$6.08K
XLV icon
191
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$4.44M 0.11%
5,224
-50
-0.9% -$4.14K
IJS icon
192
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$4.34M 0.11%
53,112
+3,582
+7% +$286K
MU icon
193
Micron Technology
MU
$991B
$4.33M 0.11%
82,473
+4,795
+6% +$259K
ZION icon
194
Zions Bancorporation
ZION
$10.3B
$4.31M 0.11%
81,854
+59,172
+261% +$3.27M
TGT icon
195
Target
TGT
$68B
$4.3M 0.11%
56,485
-7,206
-11% -$530K
PAYX icon
196
Paychex
PAYX
$42.7B
$4.29M 0.11%
62,809
-3,109
-5% -$201K
COF icon
197
Capital One
COF
$134B
$4.21M 0.11%
45,825
-19,405
-30% -$1.84M
PRU icon
198
Prudential Financial
PRU
$41.8B
$4.21M 0.11%
45,018
-2,282
-5% -$231K
OXY icon
199
Occidental Petroleum
OXY
$55.9B
$4.14M 0.11%
49,465
-10,076
-17% -$805K
NSC icon
200
Norfolk Southern
NSC
$75.1B
$4.13M 0.11%
27,353
-650
-2% -$95K
6 7
8
9 10

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 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.