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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
PLCE icon
276
Children's Place
PLCE
$59.8M
$1.53M 0.05%
12,948
+7
+0.1% +$753
EBAY icon
277
eBay
EBAY
$49.8B
$1.52M 0.05%
39,598
+690
+2% +$25.1K
OSUR icon
278
OraSure Technologies
OSUR
$279M
$1.49M 0.05%
66,412
– –
BP icon
279
BP
BP
$107B
$1.48M 0.05%
42,798
-5,734
-12% -$182K
PBCT
280
DELISTED
People's United Financial Inc
PBCT
$1.48M 0.05%
81,269
+4,339
+6% +$74.9K
ADC icon
281
Agree Realty
ADC
$9.41B
$1.47M 0.05%
29,905
+3,663
+14% +$179K
NRG icon
282
NRG Energy
NRG
$24.8B
$1.47M 0.05%
57,328
+75
+0.1% +$1.77K
BIVV
283
DELISTED
Bioverativ Inc. Common Stock
BIVV
$1.46M 0.05%
25,622
+6,984
+37% +$409K
UVE icon
284
Universal Insurance Holdings
UVE
$1.23B
$1.45M 0.05%
63,048
-50
-0.1% -$1.14K
AIV
285
Aimco
AIV
$383M
$1.45M 0.05%
247,980
– –
VIG icon
286
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.44M 0.05%
15,186
+1,495
+11% +$139K
BLKB icon
287
Blackbaud
BLKB
$2.08B
$1.42M 0.05%
16,216
-527
-3% -$45.5K
TTM
288
DELISTED
Tata Motors Limited
TTM
$1.42M 0.05%
45,533
+3,963
+10% +$127K
WST icon
289
West Pharmaceutical
WST
$24.9B
$1.42M 0.05%
14,783
-355
-2% -$32.1K
RGA icon
290
Reinsurance Group of America
RGA
$16.1B
$1.42M 0.05%
10,182
+10,084
+10,290% +$1.36M
DY icon
291
Dycom Industries
DY
$12.3B
$1.42M 0.05%
16,539
– –
HPQ icon
292
HP
HPQ
$27.5B
$1.41M 0.05%
70,736
+12,030
+20% +$229K
RBC icon
293
RBC Bearings
RBC
$18B
$1.4M 0.05%
11,212
-330
-3% -$35.8K
PDM
294
Piedmont Realty Trust
PDM
$1.19B
$1.38M 0.05%
68,290
-116
-0.2% -$2.37K
FRC
295
DELISTED
First Republic Bank
FRC
$1.36M 0.05%
13,065
-2,579
-16% -$256K
ZTS icon
296
Zoetis
ZTS
$30B
$1.36M 0.05%
21,376
+5,146
+32% +$322K
MOS icon
297
The Mosaic Company
MOS
$7.33B
$1.35M 0.05%
62,642
+5,021
+9% +$109K
IUSG icon
298
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.35M 0.05%
26,685
-5,653
-17% -$280K
XRAY icon
299
Dentsply Sirona
XRAY
$2.43B
$1.35M 0.05%
22,508
-2,613
-10% -$155K
UNVR
300
DELISTED
Univar Solutions Inc.
UNVR
$1.35M 0.05%
46,528
– –
10 11
12
13 14

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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.