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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
DOV icon
276
Dover
DOV
$28.4B
$1.5M 0.05%
23,099
-943
-4% -$61.5K
BP icon
277
BP
BP
$107B
$1.49M 0.05%
48,532
-11,436
-19% -$356K
CSGP icon
278
CoStar Group
CSGP
$12.3B
$1.49M 0.05%
56,370
-110
-0.2% -$2.67K
DY icon
279
Dycom Industries
DY
$12.3B
$1.48M 0.05%
16,539
– –
NVDA icon
280
NVIDIA
NVDA
$5.42T
$1.48M 0.05%
408,920
+358,000
+703% +$1.14M
WAB icon
281
Wabtec
WAB
$49.3B
$1.48M 0.05%
16,114
-298
-2% -$24.8K
ITRI icon
282
Itron
ITRI
$4.54B
$1.46M 0.05%
+21,585
New +$1.42M
DORM icon
283
Dorman Products
DORM
$4.18B
$1.46M 0.05%
17,638
-1,175
-6% -$95.9K
PDM
284
Piedmont Realty Trust
PDM
$1.19B
$1.44M 0.05%
68,406
-1,545
-2% -$33.4K
NHI icon
285
National Health Investors
NHI
$3.65B
$1.44M 0.05%
18,192
-11
-0.1% -$832
BLKB icon
286
Blackbaud
BLKB
$2.08B
$1.44M 0.05%
16,743
-170
-1% -$13.9K
EXC icon
287
Exelon
EXC
$47B
$1.44M 0.05%
55,787
+5,401
+11% +$137K
GD icon
288
General Dynamics
GD
$106B
$1.43M 0.05%
7,235
+140
+2% +$27.4K
WST icon
289
West Pharmaceutical
WST
$24.9B
$1.43M 0.05%
15,138
+295
+2% +$27.1K
BH icon
290
Biglari Holdings Class B
BH
$1.21B
$1.42M 0.05%
5,330
+1,034
+24% +$283K
AIV
291
Aimco
AIV
$383M
$1.42M 0.05%
247,980
-82
-0% -$478
PWR icon
292
Quanta Services
PWR
$101B
$1.42M 0.05%
43,117
+93
+0.2% +$3.1K
SCHX icon
293
Schwab US Large- Cap ETF
SCHX
$74.5B
$1.4M 0.05%
145,728
+11,748
+9% +$112K
CC icon
294
Chemours
CC
$2.37B
$1.4M 0.05%
36,911
-140
-0.4% -$5.52K
ADM icon
295
Archer Daniels Midland
ADM
$36.9B
$1.39M 0.05%
33,475
-53
-0.2% -$2.28K
TTM
296
DELISTED
Tata Motors Limited
TTM
$1.37M 0.05%
+41,570
New +$1.45M
LHO
297
DELISTED
LaSalle Hotel Properties
LHO
$1.37M 0.05%
46,071
+11,771
+34% +$345K
EBAY icon
298
eBay
EBAY
$49.8B
$1.36M 0.05%
38,908
+13,600
+54% +$465K
UNVR
299
DELISTED
Univar Solutions Inc.
UNVR
$1.36M 0.05%
46,528
– –
PBCT
300
DELISTED
People's United Financial Inc
PBCT
$1.36M 0.05%
76,930
+5,137
+7% +$89.3K
10 11
12
13 14

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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.