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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
+3.34%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.95B
AUM Growth
+$79.7M
Cap. Flow
+$2.05M
Cap. Flow %
0.07%
Top 10 Hldgs %
22.72%
Holding
1,121
New
61
Increased
304
Reduced
318
Closed
74

Top Buys

Rank Stock Value
1
VMW
VMware, Inc
VMW
+$4.82M
2
AMZN icon
Amazon
AMZN
+$4.31M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.06M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.38M
5
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.14M

Top Sells

Rank Stock Value
1
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$16M
2
MCD icon
McDonald's
MCD
+$10.1M
3
LMT icon
Lockheed Martin
LMT
+$5.07M
4
T icon
AT&T
T
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.24M

Sector Composition

Rank Sector Weight
1 Technology 13.16%
2 Healthcare 12.97%
3 Financials 11.55%
4 Consumer Discretionary 10.21%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
226
Dollar General
DG
$27.9B
$2M 0.07%
27,793
-33
-0.1% -$2.38K
PLUS icon
227
ePlus
PLUS
$2.34B
$2M 0.07%
54,008
– –
HSBC icon
228
HSBC
HSBC
$356B
$1.98M 0.07%
46,792
-27,888
-37% -$1.08M
YELP icon
229
Yelp
YELP
$1.41B
$1.96M 0.07%
65,243
– –
ADBE icon
230
Adobe
ADBE
$105B
$1.95M 0.07%
13,776
+40
+0.3% +$5.48K
ABEV icon
231
Ambev
ABEV
$46.4B
$1.93M 0.07%
351,898
+11,527
+3% +$65.7K
FMS icon
232
Fresenius Medical Care
FMS
$12.9B
$1.93M 0.07%
39,927
-6,700
-14% -$309K
INN
233
Summit Hotel Properties
INN
$700M
$1.93M 0.07%
103,262
+14,725
+17% +$257K
WBS icon
234
Webster Financial
WBS
$12.8B
$1.92M 0.07%
36,726
-87
-0.2% -$4.39K
DRI icon
235
Darden Restaurants
DRI
$24.4B
$1.92M 0.07%
21,169
+332
+2% +$29K
GTY
236
Getty Realty Corp
GTY
$2.07B
$1.91M 0.06%
75,948
– –
LH icon
237
Labcorp
LH
$25.9B
$1.91M 0.06%
14,396
-206
-1% -$25.2K
PLD icon
238
Prologis
PLD
$133B
$1.91M 0.06%
32,510
+250
+0.8% +$13.9K
TYL icon
239
Tyler Technologies
TYL
$12.8B
$1.9M 0.06%
10,827
-78
-0.7% -$13K
AEG icon
240
Aegon
AEG
$14.1B
$1.9M 0.06%
468,574
-36,485
-7% -$143K
PHG icon
241
Philips
PHG
$26.1B
$1.88M 0.06%
69,089
-12,404
-15% -$325K
DUK icon
242
Duke Energy
DUK
$97.3B
$1.87M 0.06%
22,351
-40
-0.2% -$3.36K
ALGN icon
243
Align Technology
ALGN
$12.3B
$1.86M 0.06%
12,389
-545
-4% -$73.9K
AMAT icon
244
Applied Materials
AMAT
$428B
$1.86M 0.06%
44,932
-137
-0.3% -$5.82K
SCHE icon
245
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$1.84M 0.06%
74,158
+9,698
+15% +$238K
BAC.PRL icon
246
Bank of America Series L
BAC.PRL
$3.99B
$1.81M 0.06%
1,435
– –
DEO icon
247
Diageo
DEO
$53.6B
$1.81M 0.06%
15,072
+597
+4% +$71.1K
ARW icon
248
Arrow Electronics
ARW
$10.4B
$1.78M 0.06%
22,754
+206
+0.9% +$15.4K
ABMD
249
DELISTED
Abiomed Inc
ABMD
$1.78M 0.06%
12,426
– –
GSK icon
250
GSK
GSK
$106B
$1.78M 0.06%
33,042
-12,671
-28% -$675K
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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PP
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MXM
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OSIA
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People's United Financial's Q2 2017 Portfolio in Review

As of Q2 2017, People's United Financial held 1,121 positions worth $2.95B, up 2.8% from $2.87B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q2 2017 filing shows 61 new, 304 increased, 318 reduced and 74 closed positions. Its largest new stake was Neustar Inc: 72,885 shares worth $2.43M. The largest sale was iShares S&P GSCI Commodity-Indexed Trust, an estimated $16M.

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

  • People's United Financial's largest Q2 2017 buy was Neustar Inc: 72,885 shares worth $2.43M.
  • People's United Financial added most to VMware, Inc in Q2 2017, an estimated $4.82M increase.
  • People's United Financial's biggest Q2 2017 reduction was iShares S&P GSCI Commodity-Indexed Trust, cutting an estimated $16M.
  • People's United Financial fully exited Helen of Troy in Q2 2017, selling an estimated $1.79M.
  • People's United Financial's ten largest holdings make up 23% of its $2.95B portfolio in Q2 2017.
  • People's United Financial opened 61 new positions and closed 74 in Q2 2017.
  • People's United Financial's portfolio value rose 2.8% quarter-over-quarter to $2.95B.

Based on People's United Financial's 13F filing for Q2 2017, filed 14 Aug 2017.