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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
SPYG icon
176
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$3.44M 0.09%
88,769
+73,013
+463% +$2.77M
CYBR
177
DELISTED
CyberArk
CYBR
$3.43M 0.09%
+26,856
New +$3.4M
SYY icon
178
Sysco
SYY
$40.3B
$3.42M 0.09%
48,321
-338
-0.7% -$24.1K
STZ icon
179
Constellation Brands
STZ
$23.2B
$3.41M 0.09%
17,307
-3,301
-16% -$645K
IJR icon
180
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.34M 0.09%
42,611
+31,296
+277% +$2.43M
SBUX icon
181
Starbucks
SBUX
$120B
$3.31M 0.09%
39,541
-2,295
-5% -$180K
VEA icon
182
Vanguard FTSE Developed Markets ETF
VEA
$237B
$3.29M 0.09%
78,950
+71,910
+1,021% +$2.96M
DVY icon
183
iShares Select Dividend ETF
DVY
$23.6B
$3.26M 0.09%
32,763
+24,579
+300% +$2.43M
APD icon
184
Air Products & Chemicals
APD
$67.6B
$3.25M 0.09%
14,378
-3,187
-18% -$660K
COLD icon
185
Americold
COLD
$4.27B
$3.11M 0.09%
96,036
+12,936
+16% +$410K
EQC
186
DELISTED
Equity Commonwealth
EQC
$3.1M 0.08%
95,213
-707
-0.7% -$23K
GTY
187
Getty Realty Corp
GTY
$2.07B
$3.09M 0.08%
+100,489
New +$3.2M
SIVB
188
DELISTED
SVB Financial Group
SIVB
$3.08M 0.08%
13,723
-4,404
-24% -$1.02M
XLF icon
189
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$3.08M 0.08%
111,521
+20,946
+23% +$567K
ADC icon
190
Agree Realty
ADC
$9.41B
$3.04M 0.08%
47,487
+6
+0% +$401
BNY
191
Bank of New York Mellon
BNY
$107B
$3.04M 0.08%
68,812
-12,115
-15% -$569K
LH icon
192
Labcorp
LH
$25.9B
$3.04M 0.08%
20,453
+4,293
+27% +$599K
JNK icon
193
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$3.03M 0.08%
+27,834
New +$3M
WWE
194
DELISTED
World Wrestling Entertainment
WWE
$3M 0.08%
41,528
+29
+0.1% +$2.38K
SPYV icon
195
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$2.99M 0.08%
95,556
+78,395
+457% +$2.41M
GE icon
196
GE Aerospace
GE
$384B
$2.97M 0.08%
56,744
-15,053
-21% -$741K
PDM
197
Piedmont Realty Trust
PDM
$1.19B
$2.94M 0.08%
+147,586
New +$3.05M
VSS icon
198
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$2.92M 0.08%
27,730
+25,708
+1,271% +$2.68M
OXY icon
199
Occidental Petroleum
OXY
$55.9B
$2.92M 0.08%
58,010
-9,338
-14% -$525K
DAL icon
200
Delta Air Lines
DAL
$60.1B
$2.89M 0.08%
50,848
+1,117
+2% +$62.6K
6 7
8
9 10

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BAM
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ACI
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ACM
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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.