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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
UAL icon
201
United Airlines
UAL
$42.1B
$2.88M 0.08%
32,928
-467
-1% -$39.5K
DEO icon
202
Diageo
DEO
$53.6B
$2.88M 0.08%
16,724
-1,960
-10% -$329K
D icon
203
Dominion Energy
D
$59.3B
$2.87M 0.08%
37,148
-10,143
-21% -$773K
CPT icon
204
Camden Property Trust
CPT
$11.3B
$2.85M 0.08%
+27,255
New +$2.8M
XLK icon
205
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.82M 0.08%
72,256
+2,808
+4% +$107K
LMT icon
206
Lockheed Martin
LMT
$136B
$2.82M 0.08%
7,745
-5,969
-44% -$2M
LNC icon
207
Lincoln National
LNC
$8.81B
$2.81M 0.08%
43,642
-1,105
-2% -$70.6K
RDS.A
208
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.81M 0.08%
43,168
+124
+0.3% +$7.93K
CRM icon
209
Salesforce
CRM
$158B
$2.79M 0.08%
18,356
+171
+0.9% +$26.8K
CHGG icon
210
Chegg
CHGG
$102M
$2.77M 0.08%
71,859
+50
+0.1% +$1.88K
GRP.U
211
DELISTED
Granite Real Estate Investment Trust
GRP.U
$2.77M 0.08%
+45,924
New +$2.12M
AXP icon
212
American Express
AXP
$230B
$2.75M 0.08%
22,278
-5,268
-19% -$619K
WY icon
213
Weyerhaeuser
WY
$18.4B
$2.73M 0.07%
103,669
-8,364
-7% -$213K
MPT
214
Medical Properties Trust
MPT
$2.81B
$2.72M 0.07%
156,136
-637
-0.4% -$11.5K
IGSB icon
215
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.63M 0.07%
49,234
+26,753
+119% +$1.41M
K
216
DELISTED
Kellanova
K
$2.62M 0.07%
52,106
-48,250
-48% -$2.56M
FLOT icon
217
iShares Floating Rate Bond ETF
FLOT
$10.5B
$2.61M 0.07%
51,297
+43,218
+535% +$2.2M
GPC icon
218
Genuine Parts
GPC
$18.7B
$2.61M 0.07%
25,216
-6,037
-19% -$625K
PLD icon
219
Prologis
PLD
$133B
$2.6M 0.07%
32,526
+220
+0.7% +$16.7K
LEA icon
220
Lear
LEA
$8.18B
$2.54M 0.07%
18,221
-18,636
-51% -$2.61M
NSC icon
221
Norfolk Southern
NSC
$75.1B
$2.53M 0.07%
12,685
-14,420
-53% -$2.86M
LW icon
222
Lamb Weston
LW
$7.19B
$2.51M 0.07%
39,560
+36,684
+1,276% +$2.42M
IP icon
223
International Paper
IP
$22B
$2.5M 0.07%
60,846
-10,409
-15% -$441K
IUSG icon
224
iShares Core S&P US Growth ETF
IUSG
$33.9B
$2.5M 0.07%
39,820
-188
-0.5% -$11.6K
SPLV icon
225
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$2.47M 0.07%
+44,929
New +$2.42M
7 8
9
10 11

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IA
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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 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.