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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
BAX icon
251
Baxter International
BAX
$14.2B
$1.78M 0.06%
29,355
+1,994
+7% +$113K
ORAN
252
DELISTED
Orange
ORAN
$1.77M 0.06%
110,711
-13,663
-11% -$222K
ASPS icon
253
Altisource Portfolio Solutions
ASPS
$65.8M
$1.75M 0.06%
10,026
+6,522
+186% +$1.3M
YUMC icon
254
Yum China
YUMC
$16.3B
$1.73M 0.06%
43,937
+29,949
+214% +$1.08M
MIDD icon
255
Middleby
MIDD
$6.08B
$1.71M 0.06%
14,073
-422
-3% -$55.7K
AMP icon
256
Ameriprise Financial
AMP
$48.8B
$1.66M 0.06%
13,011
+831
+7% +$106K
HST icon
257
Host Hotels & Resorts
HST
$16B
$1.66M 0.06%
90,655
-122
-0.1% -$2.24K
VLO icon
258
Valero Energy
VLO
$85.9B
$1.64M 0.06%
24,308
+1,030
+4% +$66.8K
PNC icon
259
PNC Financial Services
PNC
$101B
$1.63M 0.06%
13,087
+664
+5% +$80.1K
XRAY icon
260
Dentsply Sirona
XRAY
$2.43B
$1.63M 0.06%
25,121
-140
-0.6% -$8.85K
CGNX icon
261
Cognex
CGNX
$11.3B
$1.62M 0.06%
38,240
-110
-0.3% -$4.89K
HSY icon
262
Hershey
HSY
$36.6B
$1.59M 0.05%
14,837
+406
+3% +$44.8K
UVE icon
263
Universal Insurance Holdings
UVE
$1.23B
$1.59M 0.05%
63,098
-8,000
-11% -$197K
HAL icon
264
Halliburton
HAL
$26.6B
$1.58M 0.05%
37,043
-620
-2% -$28.5K
GMS
265
DELISTED
GMS Inc
GMS
$1.58M 0.05%
56,275
+21,880
+64% +$734K
VFC icon
266
VF Corp
VFC
$5.89B
$1.57M 0.05%
28,977
+286
+1% +$14.8K
CNQ icon
267
Canadian Natural Resources
CNQ
$93.8B
$1.57M 0.05%
+111,128
New +$1.67M
FRC
268
DELISTED
First Republic Bank
FRC
$1.57M 0.05%
15,644
-984
-6% -$93K
TPR icon
269
Tapestry
TPR
$32.8B
$1.56M 0.05%
33,015
+15,475
+88% +$678K
IUSG icon
270
iShares Core S&P US Growth ETF
IUSG
$33.7B
$1.56M 0.05%
32,338
+1,402
+5% +$66.9K
QTS
271
DELISTED
QTS REALTY TRUST, INC.
QTS
$1.54M 0.05%
29,349
-5
-0% -$259
DXC icon
272
DXC Technology
DXC
$1.73B
$1.53M 0.05%
+22,992
New +$1.53M
DFT
273
DELISTED
DuPont Fabros Technology Inc.
DFT
$1.52M 0.05%
24,861
– –
CRUS icon
274
Cirrus Logic
CRUS
$6.26B
$1.51M 0.05%
24,162
– –
ZBRA icon
275
Zebra Technologies
ZBRA
$17.8B
$1.5M 0.05%
14,950
-558
-4% -$55.3K
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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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.