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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
+13.51%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.87B
AUM Growth
+$165M
Cap. Flow
-$32.7M
Cap. Flow %
-1.14%
Top 10 Hldgs %
22.35%
Holding
1,104
New
74
Increased
274
Reduced
359
Closed
44

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$9.16M
2
CVX icon
Chevron
CVX
+$6.7M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$6.46M
4
IBM icon
IBM
IBM
+$5.64M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.75M

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$58.8M
2
XOM icon
ExxonMobil
XOM
+$10.5M
3
PSX icon
Phillips 66
PSX
+$6.8M
4
OXY icon
Occidental Petroleum
OXY
+$5.37M
5
LSBG
Lake Sunapee Bank Group
LSBG
+$4.79M

Sector Composition

Rank Sector Weight
1 Technology 12.88%
2 Healthcare 12.48%
3 Financials 11.45%
4 Consumer Discretionary 9.84%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHG icon
226
Philips
PHG
$26.1B
$1.94M 0.07%
81,493
-41,340
-34% -$927K
ORAN
227
DELISTED
Orange
ORAN
$1.93M 0.07%
124,374
+5,883
+5% +$91.4K
GTY
228
Getty Realty Corp
GTY
$2.07B
$1.92M 0.07%
75,948
+7,043
+10% +$181K
DE icon
229
Deere & Co
DE
$168B
$1.9M 0.07%
17,498
+266
+2% +$28.8K
TTC icon
230
Toro Company
TTC
$9.49B
$1.9M 0.07%
30,411
+462
+2% +$27.5K
SNN icon
231
Smith & Nephew
SNN
$12.6B
$1.89M 0.07%
61,051
-5,883
-9% -$180K
F icon
232
Ford
F
$55.7B
$1.87M 0.07%
160,499
-4,787
-3% -$59.5K
HAL icon
233
Halliburton
HAL
$26.6B
$1.85M 0.06%
37,663
-1,717
-4% -$92.3K
WBS icon
234
Webster Financial
WBS
$12.8B
$1.84M 0.06%
36,813
-1,530
-4% -$81.7K
DUK icon
235
Duke Energy
DUK
$97.3B
$1.84M 0.06%
22,391
-1,490
-6% -$118K
C icon
236
Citigroup
C
$226B
$1.83M 0.06%
30,531
+407
+1% +$24.1K
PLUS icon
237
ePlus
PLUS
$2.34B
$1.82M 0.06%
54,008
– –
BP icon
238
BP
BP
$107B
$1.8M 0.06%
59,968
-5,930
-9% -$180K
LH icon
239
Labcorp
LH
$25.9B
$1.8M 0.06%
14,602
+462
+3% +$54.7K
HELE icon
240
Helen of Troy
HELE
$693M
$1.79M 0.06%
19,042
– –
ADBE icon
241
Adobe
ADBE
$105B
$1.79M 0.06%
13,736
-419
-3% -$49.2K
AMAT icon
242
Applied Materials
AMAT
$428B
$1.75M 0.06%
45,069
+1,570
+4% +$56.4K
DRI icon
243
Darden Restaurants
DRI
$24.4B
$1.74M 0.06%
20,837
+140
+0.7% +$10.5K
UVE icon
244
Universal Insurance Holdings
UVE
$1.23B
$1.74M 0.06%
71,098
– –
VNO icon
245
Vornado Realty Trust
VNO
$7.38B
$1.73M 0.06%
21,343
-42
-0.2% -$3.59K
BAC.PRL icon
246
Bank of America Series L
BAC.PRL
$3.99B
$1.72M 0.06%
1,435
-20
-1% -$23.8K
PE
247
DELISTED
PARSLEY ENERGY INC
PE
$1.71M 0.06%
52,517
-118
-0.2% -$3.91K
HST icon
248
Host Hotels & Resorts
HST
$16B
$1.69M 0.06%
90,777
+65
+0.1% +$1.19K
IT icon
249
Gartner
IT
$11.7B
$1.69M 0.06%
15,624
-466
-3% -$48K
TYL icon
250
Tyler Technologies
TYL
$12.8B
$1.69M 0.06%
10,905
-256
-2% -$38.9K
8 9
10
11 12

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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People's United Financial's Q1 2017 Portfolio in Review

As of Q1 2017, People's United Financial held 1,104 positions worth $2.87B, up 6.1% from $2.7B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q1 2017 filing shows 74 new, 274 increased, 359 reduced and 44 closed positions. Its largest new stake was Bar Harbor Bankshares: 140,046 shares worth $4.63M. The largest sale was TotalEnergies, an estimated $58.8M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q1 2017 buy was Bar Harbor Bankshares: 140,046 shares worth $4.63M.
  • People's United Financial added most to McDonald's in Q1 2017, an estimated $9.16M increase.
  • People's United Financial's biggest Q1 2017 reduction was TotalEnergies, cutting an estimated $58.8M.
  • People's United Financial fully exited Lake Sunapee Bank Group in Q1 2017, selling an estimated $4.79M.
  • People's United Financial's ten largest holdings make up 22% of its $2.87B portfolio in Q1 2017.
  • People's United Financial opened 74 new positions and closed 44 in Q1 2017.
  • People's United Financial's portfolio value rose 6.1% quarter-over-quarter to $2.87B.

Based on People's United Financial's 13F filing for Q1 2017, filed 12 May 2017.