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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
VO icon
201
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4M 0.1%
+1,536
New +$60.3K
XLE icon
202
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$3.93M 0.1%
59,492
+4,488
+8% +$167K
ADI icon
203
Analog Devices
ADI
$190B
$3.88M 0.1%
40,498
-2,859
-7% -$270K
LRCX icon
204
Lam Research
LRCX
$390B
$3.82M 0.1%
220,940
-9,130
-4% -$176K
HUBB icon
205
Hubbell
HUBB
$27.2B
$3.74M 0.1%
3,636
+62
+2% +$6.86K
SYY icon
206
Sysco
SYY
$40.3B
$3.71M 0.1%
54,384
-5,174
-9% -$330K
CL icon
207
Colgate-Palmolive
CL
$74.4B
$3.71M 0.1%
57,257
-16,673
-23% -$1.09M
VTV icon
208
Vanguard Morningstar Value ETF
VTV
$192B
$3.71M 0.1%
35,703
-1,696
-5% -$178K
TSM icon
209
TSMC
TSM
$2.18T
$3.69M 0.09%
16,133
+9,696
+151% +$383K
MAA icon
210
Mid-America Apartment Communities
MAA
$15.7B
$3.61M 0.09%
35,851
-428
-1% -$39.9K
IWB icon
211
iShares Russell 1000 ETF
IWB
$50.2B
$3.61M 0.09%
23,731
-9,629
-29% -$1.45M
PSA icon
212
Public Storage
PSA
$61.3B
$3.56M 0.09%
15,694
+182
+1% +$37.9K
LMT icon
213
Lockheed Martin
LMT
$136B
$3.54M 0.09%
11,986
-107
-0.9% -$34.5K
IVE icon
214
iShares S&P 500 Value ETF
IVE
$49.8B
$3.53M 0.09%
32,020
-3,549
-10% -$393K
GLW icon
215
Corning
GLW
$143B
$3.51M 0.09%
127,712
-4,605
-3% -$127K
SCHW
216
Charles Schwab
SCHW
$187B
$3.51M 0.09%
68,680
-10,019
-13% -$555K
SUB icon
217
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$3.5M 0.09%
33,338
+6,570
+25% +$688K
PANW icon
218
Palo Alto Networks
PANW
$297B
$3.49M 0.09%
12,024
-642
-5% -$21.4K
PPLI
219
People Inc
PPLI
$3.1B
$3.41M 0.09%
125,029
+128
+0.1% +$3.5K
GPC icon
220
Genuine Parts
GPC
$18.7B
$3.38M 0.09%
36,866
-2,186
-6% -$199K
AVB icon
221
AvalonBay Communities
AVB
$26.8B
$3.38M 0.09%
19,665
-73
-0.4% -$12.1K
PNC icon
222
PNC Financial Services
PNC
$101B
$3.33M 0.09%
24,663
+4,507
+22% +$658K
PBCT
223
DELISTED
People's United Financial Inc
PBCT
$3.32M 0.09%
183,702
+108,834
+145% +$2.02M
AJG icon
224
Arthur J. Gallagher & Co
AJG
$63.6B
$3.23M 0.08%
49,454
-2,351
-5% -$159K
SPG icon
225
Simon Property Group
SPG
$72.3B
$3.22M 0.08%
18,913
-238
-1% -$37.9K
7 8
9
10 11

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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 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.