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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
CRUS icon
276
Cirrus Logic
CRUS
$6.26B
$1.47M 0.05%
24,162
– –
ALK icon
277
Alaska Air
ALK
$5.58B
$1.47M 0.05%
15,884
+24
+0.2% +$2.27K
IUSG icon
278
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.44M 0.05%
30,936
-194
-0.6% -$8.78K
QTS
279
DELISTED
QTS REALTY TRUST, INC.
QTS
$1.43M 0.05%
29,354
+23
+0.1% +$1.15K
CC icon
280
Chemours
CC
$2.37B
$1.43M 0.05%
37,051
+35,048
+1,750% +$1.05M
UNVR
281
DELISTED
Univar Solutions Inc.
UNVR
$1.43M 0.05%
+46,528
New +$1.4M
BAX icon
282
Baxter International
BAX
$14.2B
$1.42M 0.05%
27,361
-10,807
-28% -$531K
INN
283
Summit Hotel Properties
INN
$700M
$1.42M 0.05%
88,537
– –
ZBRA icon
284
Zebra Technologies
ZBRA
$17.8B
$1.42M 0.05%
15,508
+369
+2% +$32K
MEET
285
DELISTED
The Meet Group, Inc. Common Stock
MEET
$1.41M 0.05%
240,000
– –
PIR
286
DELISTED
Pier 1 Imports, Inc.
PIR
$1.41M 0.05%
+9,856
New +$1.44M
VIG icon
287
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.39M 0.05%
15,476
+948
+7% +$84K
URBN icon
288
Urban Outfitters
URBN
$6.59B
$1.39M 0.05%
58,269
-1,093
-2% -$28.3K
BPOP icon
289
Popular Inc
BPOP
$11.1B
$1.37M 0.05%
33,707
+12,498
+59% +$539K
TIVO
290
DELISTED
Tivo Inc
TIVO
$1.33M 0.05%
70,912
+111
+0.2% +$2.12K
GD icon
291
General Dynamics
GD
$106B
$1.33M 0.05%
7,095
-1,556
-18% -$288K
NDSN icon
292
Nordson
NDSN
$17.3B
$1.33M 0.05%
10,825
-71
-0.7% -$8.41K
NHI icon
293
National Health Investors
NHI
$3.65B
$1.32M 0.05%
18,203
-4,013
-18% -$294K
NSP icon
294
Insperity
NSP
$2.01B
$1.32M 0.05%
29,758
– –
EPR icon
295
EPR Properties
EPR
$4.77B
$1.31M 0.05%
17,808
-263
-1% -$19.4K
PBCT
296
DELISTED
People's United Financial Inc
PBCT
$1.31M 0.05%
71,793
-12,599
-15% -$238K
BLKB icon
297
Blackbaud
BLKB
$2.08B
$1.3M 0.05%
16,913
-351
-2% -$24.9K
EXC icon
298
Exelon
EXC
$47B
$1.29M 0.05%
50,386
+5,756
+13% +$147K
WAB icon
299
Wabtec
WAB
$49.3B
$1.28M 0.04%
16,412
+485
+3% +$40K
ENB icon
300
Enbridge
ENB
$112B
$1.28M 0.04%
+30,517
New +$1.29M
10 11
12
13 14

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BAM
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ACI
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ACM
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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.