We are live on ! Find out more
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
+4.7%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.99B
AUM Growth
+$41M
Cap. Flow
-$75M
Cap. Flow %
-2.51%
Top 10 Hldgs %
23.64%
Holding
1,057
New
11
Increased
217
Reduced
223
Closed
532

Top Buys

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$7.66M
2
BTI icon
British American Tobacco
BTI
+$5.26M
3
UNH icon
UnitedHealth
UNH
+$4.71M
4
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.06M
5
DLR icon
Digital Realty Trust
DLR
+$2.15M

Top Sells

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.6M
2
RAI
Reynolds American Inc
RAI
+$9.21M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.17M
4
DD
Du Pont De Nemours E I
DD
+$7.45M
5
EQIX icon
Equinix
EQIX
+$2.47M

Sector Composition

Rank Sector Weight
1 Technology 13.73%
2 Healthcare 13.28%
3 Financials 11.5%
4 Consumer Discretionary 9.95%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABMD
226
DELISTED
Abiomed Inc
ABMD
$2.1M 0.07%
12,426
– –
ED icon
227
Consolidated Edison
ED
$39.9B
$2.09M 0.07%
25,918
+623
+2% +$51.6K
ASPS icon
228
Altisource Portfolio Solutions
ASPS
$65.8M
$2.08M 0.07%
10,026
– –
IT icon
229
Gartner
IT
$11.7B
$2.07M 0.07%
16,628
-284
-2% -$35.1K
PLD icon
230
Prologis
PLD
$133B
$2.06M 0.07%
32,502
-8
-0% -$493
AEG icon
231
Aegon
AEG
$14.1B
$2.05M 0.07%
434,788
-33,786
-7% -$153K
CGNX icon
232
Cognex
CGNX
$11.3B
$2.05M 0.07%
37,118
-1,122
-3% -$57K
ADBE icon
233
Adobe
ADBE
$105B
$2.04M 0.07%
13,691
-85
-0.6% -$12.7K
DE icon
234
Deere & Co
DE
$168B
$2.02M 0.07%
16,050
-1,783
-10% -$220K
GMS
235
DELISTED
GMS Inc
GMS
$1.99M 0.07%
56,275
– –
ETN icon
236
Eaton
ETN
$174B
$1.99M 0.07%
25,903
-4,090
-14% -$309K
SNN icon
237
Smith & Nephew
SNN
$12.6B
$1.98M 0.07%
54,467
-6,089
-10% -$216K
FMS icon
238
Fresenius Medical Care
FMS
$12.9B
$1.97M 0.07%
40,384
+457
+1% +$21.7K
RPM icon
239
RPM International
RPM
$15B
$1.97M 0.07%
38,323
-1,880
-5% -$96.3K
BBVA icon
240
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.96M 0.07%
219,417
-28,142
-11% -$249K
YUMC icon
241
Yum China
YUMC
$16.3B
$1.95M 0.07%
48,800
+4,863
+11% +$181K
ACC
242
DELISTED
American Campus Communities, Inc.
ACC
$1.93M 0.06%
43,756
-472
-1% -$22.3K
WBS icon
243
Webster Financial
WBS
$12.8B
$1.93M 0.06%
36,718
-8
-0% -$400
OMC icon
244
Omnicom Group
OMC
$23.4B
$1.91M 0.06%
25,788
-7,154
-22% -$551K
ORAN
245
DELISTED
Orange
ORAN
$1.89M 0.06%
114,894
+4,183
+4% +$69.8K
CC icon
246
Chemours
CC
$2.37B
$1.87M 0.06%
36,974
+63
+0.2% +$2.97K
ARW icon
247
Arrow Electronics
ARW
$10.4B
$1.84M 0.06%
22,921
+167
+0.7% +$13.2K
KR icon
248
Kroger
KR
$34.8B
$1.84M 0.06%
91,605
-12,036
-12% -$271K
VNO icon
249
Vornado Realty Trust
VNO
$7.38B
$1.84M 0.06%
23,887
-5,661
-19% -$432K
MT icon
250
ArcelorMittal
MT
$55.3B
$1.83M 0.06%
71,125
+12,626
+22% +$327K
8 9
10
11 12

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

People's United Financial's Q3 2017 Portfolio in Review

As of Q3 2017, People's United Financial held 1,057 positions worth $2.99B, up 1.4% from $2.95B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q3 2017 filing shows 11 new, 217 increased, 223 reduced and 532 closed positions. Its largest new stake was Digital Realty Trust: 18,629 shares worth $2.2M. The largest sale was iShares MSCI Emerging Markets ETF, an estimated $9.6M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q3 2017 buy was Digital Realty Trust: 18,629 shares worth $2.2M.
  • People's United Financial added most to DuPont de Nemours in Q3 2017, an estimated $7.66M increase.
  • People's United Financial's biggest Q3 2017 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $9.6M.
  • People's United Financial fully exited Reynolds American Inc in Q3 2017, selling an estimated $9.21M.
  • People's United Financial's ten largest holdings make up 24% of its $2.99B portfolio in Q3 2017.
  • People's United Financial opened 11 new positions and closed 532 in Q3 2017.
  • People's United Financial's portfolio value rose 1.4% quarter-over-quarter to $2.99B.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.