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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
+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
TYL icon
251
Tyler Technologies
TYL
$12.8B
$1.83M 0.06%
10,508
-319
-3% -$54.8K
DEO icon
252
Diageo
DEO
$53.6B
$1.79M 0.06%
13,572
-1,500
-10% -$194K
TTC icon
253
Toro Company
TTC
$9.49B
$1.79M 0.06%
28,853
-1,627
-5% -$109K
LH icon
254
Labcorp
LH
$25.9B
$1.76M 0.06%
13,582
-814
-6% -$109K
DXC icon
255
DXC Technology
DXC
$1.73B
$1.75M 0.06%
23,522
+530
+2% +$37.6K
SCHX icon
256
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.75M 0.06%
174,354
+28,626
+20% +$281K
DUK icon
257
Duke Energy
DUK
$97.3B
$1.73M 0.06%
20,609
-1,742
-8% -$149K
MIDD icon
258
Middleby
MIDD
$6.08B
$1.73M 0.06%
13,457
-616
-4% -$76K
INN
259
Summit Hotel Properties
INN
$700M
$1.72M 0.06%
107,570
+4,308
+4% +$70K
PNC icon
260
PNC Financial Services
PNC
$101B
$1.72M 0.06%
12,729
-358
-3% -$45.9K
HAL icon
261
Halliburton
HAL
$26.6B
$1.71M 0.06%
37,086
+43
+0.1% +$1.8K
EXC icon
262
Exelon
EXC
$47B
$1.7M 0.06%
63,393
+7,606
+14% +$203K
SPGI icon
263
S&P Global
SPGI
$120B
$1.69M 0.06%
10,844
+6,337
+141% +$963K
DRI icon
264
Darden Restaurants
DRI
$24.4B
$1.69M 0.06%
21,415
+246
+1% +$20.7K
VFC icon
265
VF Corp
VFC
$5.89B
$1.69M 0.06%
28,173
-804
-3% -$46.4K
HST icon
266
Host Hotels & Resorts
HST
$16B
$1.68M 0.06%
90,567
-88
-0.1% -$1.6K
ITRI icon
267
Itron
ITRI
$4.54B
$1.67M 0.06%
21,585
– –
TPR icon
268
Tapestry
TPR
$32.8B
$1.66M 0.06%
41,231
+8,216
+25% +$362K
GRPN icon
269
Groupon
GRPN
$1.02B
$1.66M 0.06%
15,932
– –
MU icon
270
Micron Technology
MU
$991B
$1.63M 0.05%
41,378
+30,644
+285% +$969K
BAX icon
271
Baxter International
BAX
$14.2B
$1.62M 0.05%
25,852
-3,503
-12% -$216K
PWR icon
272
Quanta Services
PWR
$101B
$1.61M 0.05%
43,117
– –
NHI icon
273
National Health Investors
NHI
$3.65B
$1.58M 0.05%
20,513
+2,321
+13% +$182K
ZBRA icon
274
Zebra Technologies
ZBRA
$17.8B
$1.58M 0.05%
14,560
-390
-3% -$40K
QTS
275
DELISTED
QTS REALTY TRUST, INC.
QTS
$1.54M 0.05%
29,375
+26
+0.1% +$1.39K
9 10
11
12 13

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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.