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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
+107.98%
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
MSFT icon
1
Microsoft
MSFT
$3.45T
$99.6M 2.73%
743,370
-60,991
-8% -$7.74M
AAPL icon
2
Apple
AAPL
$4.54T
$96.9M 2.65%
1,957,648
-207,852
-10% -$10.1M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$91M 2.49%
2,926,880
+41,790
+1% +$1.28M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$78.6M 2.15%
268,281
+145,216
+118% +$41.8M
BWX icon
5
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$76.6M 2.1%
2,647,473
-156,002
-6% -$4.37M
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$73.8B
$74.9M 2.05%
1,671,192
+1,627,072
+3,688% +$71.6M
EFG icon
7
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$69M 1.89%
853,740
+841,025
+6,614% +$66.4M
MCD icon
8
McDonald's
MCD
$192B
$68.2M 1.87%
328,365
-18,055
-5% -$3.58M
IWM icon
9
iShares Russell 2000 ETF
IWM
$79.8B
$67.4M 1.84%
433,164
+414,473
+2,218% +$63.9M
HD icon
10
Home Depot
HD
$331B
$58.8M 1.61%
282,919
-23,722
-8% -$4.73M
JPM icon
11
JPMorgan Chase
JPM
$935B
$55.5M 1.52%
496,103
-54,002
-10% -$5.95M
HEDJ icon
12
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$54.1M 1.48%
+1,633,830
New +$53.7M
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$53.3M 1.46%
628,126
+145,550
+30% +$12.3M
AMZN icon
14
Amazon
AMZN
$2.92T
$51.7M 1.42%
546,420
+56,780
+12% +$5.29M
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$51.7M 1.41%
1,204,452
+96,716
+9% +$4.11M
BA icon
16
Boeing
BA
$171B
$45.8M 1.25%
125,720
-19,249
-13% -$7.02M
JNJ icon
17
Johnson & Johnson
JNJ
$618B
$45.6M 1.25%
327,519
-49,255
-13% -$6.82M
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$43.3M 1.18%
841,201
+28,210
+3% +$1.44M
CSCO icon
19
Cisco
CSCO
$457B
$40.6M 1.11%
742,359
-44,689
-6% -$2.47M
EFA icon
20
iShares MSCI EAFE ETF
EFA
$78B
$39.9M 1.09%
606,907
+491,555
+426% +$32.2M
INTC icon
21
Intel
INTC
$455B
$39.6M 1.08%
827,328
-80,368
-9% -$3.99M
V icon
22
Visa
V
$684B
$39.4M 1.08%
226,838
-6,506
-3% -$1.07M
IAU icon
23
iShares Gold Trust
IAU
$62.9B
$36.1M 0.99%
1,335,527
-10,317
-0.8% -$259K
CVX icon
24
Chevron
CVX
$392B
$35.4M 0.97%
284,861
-33,504
-11% -$4.05M
HON icon
25
Honeywell
HON
$77B
$34.3M 0.94%
208,430
-19,497
-9% -$3.1M
1
2 3 4 5

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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.