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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$136M 3.49%
866,421
+1,170
+0.1% +$190K
AAPL icon
2
Apple
AAPL
$4.54T
$108M 2.77%
2,331,892
-128,488
-5% -$5.83M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$95.8M 2.46%
3,061,592
+262,023
+9% +$8.41M
MSFT icon
4
Microsoft
MSFT
$3.45T
$81.3M 2.09%
824,139
-19,347
-2% -$1.88M
JPM icon
5
JPMorgan Chase
JPM
$935B
$63.1M 1.62%
605,986
-26,501
-4% -$2.91M
BWX icon
6
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$62.6M 1.61%
2,257,386
-18,122
-0.8% -$515K
HD icon
7
Home Depot
HD
$331B
$59.1M 1.52%
302,717
-8,879
-3% -$1.66M
BA icon
8
Boeing
BA
$171B
$54.5M 1.4%
162,309
-22,930
-12% -$7.89M
INTC icon
9
Intel
INTC
$455B
$49.6M 1.27%
998,328
-24,406
-2% -$1.3M
JNJ icon
10
Johnson & Johnson
JNJ
$618B
$47M 1.21%
387,194
-15,364
-4% -$1.92M
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$46.3M 1.19%
1,069,028
-35,552
-3% -$1.65M
CVX icon
12
Chevron
CVX
$392B
$41M 1.05%
324,418
-12,949
-4% -$1.61M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$40.8M 1.05%
776,129
+104,979
+16% +$5.89M
SHY icon
14
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$36.8M 0.95%
441,475
+15,789
+4% +$1.32M
CSCO icon
15
Cisco
CSCO
$457B
$35.1M 0.9%
816,658
-12,189
-1% -$533K
AMZN icon
16
Amazon
AMZN
$2.92T
$32.4M 0.83%
380,740
-24,060
-6% -$1.91M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.36T
$31.7M 0.82%
568,980
-12,720
-2% -$687K
IAU icon
18
iShares Gold Trust
IAU
$62.9B
$31.1M 0.8%
1,295,684
+80,331
+7% +$2.01M
HON icon
19
Honeywell
HON
$77B
$31M 0.8%
238,604
-5,001
-2% -$665K
V icon
20
Visa
V
$684B
$30.2M 0.78%
227,935
-9,354
-4% -$1.2M
VXX
21
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
$30M 0.77%
809,716
+62,491
+8% +$2.42M
PEP icon
22
PepsiCo
PEP
$190B
$28.9M 0.74%
265,855
-2,581
-1% -$267K
XOM icon
23
ExxonMobil
XOM
$644B
$28.9M 0.74%
349,339
-14,367
-4% -$1.14M
MMM icon
24
3M
MMM
$90.9B
$27.8M 0.71%
168,968
-587
-0.3% -$100K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.36T
$27.7M 0.71%
490,500
-24,980
-5% -$1.36M
1
2 3 4 5

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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.