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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
DEO icon
251
Diageo
DEO
$53.6B
$1.67M 0.06%
14,475
-175
-1% -$19.6K
PLD icon
252
Prologis
PLD
$133B
$1.67M 0.06%
32,260
-15
-0% -$763
ARW icon
253
Arrow Electronics
ARW
$10.4B
$1.66M 0.06%
22,548
-31
-0.1% -$2.27K
CGNX icon
254
Cognex
CGNX
$11.3B
$1.61M 0.06%
38,350
-1,608
-4% -$58.8K
PWR icon
255
Quanta Services
PWR
$101B
$1.6M 0.06%
43,024
-11
-0% -$402
CBRL icon
256
Cracker Barrel
CBRL
$1.29B
$1.59M 0.06%
10,019
– –
AMP icon
257
Ameriprise Financial
AMP
$48.8B
$1.58M 0.06%
12,180
-48
-0.4% -$5.94K
XRAY icon
258
Dentsply Sirona
XRAY
$2.43B
$1.58M 0.06%
25,261
-2,393
-9% -$144K
HSY icon
259
Hershey
HSY
$36.6B
$1.58M 0.06%
14,431
-240
-2% -$25.7K
DOV icon
260
Dover
DOV
$28.4B
$1.56M 0.05%
24,042
-1,072
-4% -$68.3K
FRC
261
DELISTED
First Republic Bank
FRC
$1.56M 0.05%
16,628
-2
-0% -$188
ABMD
262
DELISTED
Abiomed Inc
ABMD
$1.56M 0.05%
12,426
-20,000
-62% -$2.32M
PLCE icon
263
Children's Place
PLCE
$59.8M
$1.55M 0.05%
12,941
– –
DORM icon
264
Dorman Products
DORM
$4.18B
$1.54M 0.05%
18,813
+45
+0.2% +$3.34K
SCHE icon
265
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$1.54M 0.05%
64,460
+21,924
+52% +$510K
ADM icon
266
Archer Daniels Midland
ADM
$36.9B
$1.54M 0.05%
33,528
+20,309
+154% +$910K
VLO icon
267
Valero Energy
VLO
$85.9B
$1.54M 0.05%
23,278
+10,598
+84% +$709K
DY icon
268
Dycom Industries
DY
$12.3B
$1.54M 0.05%
16,539
– –
DST
269
DELISTED
DST Systems Inc.
DST
$1.53M 0.05%
25,032
-112
-0.4% -$6.5K
PDM
270
Piedmont Realty Trust
PDM
$1.19B
$1.5M 0.05%
69,951
-572
-0.8% -$12.4K
PNC icon
271
PNC Financial Services
PNC
$101B
$1.49M 0.05%
12,423
+6,095
+96% +$747K
VFC icon
272
VF Corp
VFC
$5.89B
$1.49M 0.05%
28,691
-2,993
-9% -$148K
ALGN icon
273
Align Technology
ALGN
$12.3B
$1.48M 0.05%
12,934
-4
-0% -$404
AVT icon
274
Avnet
AVT
$7.92B
$1.47M 0.05%
32,191
+11,127
+53% +$515K
AIV
275
Aimco
AIV
$383M
$1.47M 0.05%
248,062
-165
-0.1% -$983
9 10
11
12 13

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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.