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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
LSI
301
DELISTED
Life Storage, Inc.
LSI
$1.26M 0.04%
23,048
– –
ADC icon
302
Agree Realty
ADC
$9.41B
$1.26M 0.04%
26,242
– –
SCHX icon
303
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.26M 0.04%
133,980
+26,304
+24% +$243K
GRPN icon
304
Groupon
GRPN
$1.02B
$1.25M 0.04%
15,912
+69
+0.4% +$5.32K
BH icon
305
Biglari Holdings Class B
BH
$1.21B
$1.24M 0.04%
4,296
-1,034
-19% -$303K
DFT
306
DELISTED
DuPont Fabros Technology Inc.
DFT
$1.23M 0.04%
24,861
– –
WST icon
307
West Pharmaceutical
WST
$24.9B
$1.21M 0.04%
14,843
+255
+2% +$21.3K
GMS
308
DELISTED
GMS Inc
GMS
$1.21M 0.04%
+34,395
New +$1.06M
JNPR
309
DELISTED
Juniper Networks
JNPR
$1.19M 0.04%
42,841
– –
ISHG icon
310
iShares 1-3 Year International Treasury Bond ETF
ISHG
$828M
$1.19M 0.04%
15,162
-213
-1% -$16.6K
HCKT icon
311
Hackett Group
HCKT
$287M
$1.19M 0.04%
60,872
-66,128
-52% -$1.19M
MOS icon
312
The Mosaic Company
MOS
$7.33B
$1.17M 0.04%
40,153
+6,088
+18% +$188K
CSGP icon
313
CoStar Group
CSGP
$12.3B
$1.17M 0.04%
56,480
-2,490
-4% -$50.6K
WAGE
314
DELISTED
WageWorks, Inc.
WAGE
$1.16M 0.04%
16,084
-92
-0.6% -$6.8K
RSG icon
315
Republic Services
RSG
$65.7B
$1.16M 0.04%
18,469
-5,923
-24% -$354K
TCO
316
DELISTED
Taubman Centers Inc.
TCO
$1.15M 0.04%
17,433
– –
AROW icon
317
Arrow Financial
AROW
$652M
$1.14M 0.04%
41,271
– –
RBC icon
318
RBC Bearings
RBC
$18B
$1.13M 0.04%
11,668
-100
-0.8% -$9.28K
EPD icon
319
Enterprise Products Partners
EPD
$81.7B
$1.13M 0.04%
41,003
-5,374
-12% -$150K
RF icon
320
Regions Financial
RF
$26.8B
$1.13M 0.04%
77,468
-5,581
-7% -$82.3K
EXPO icon
321
Exponent
EXPO
$3.24B
$1.12M 0.04%
37,606
-564
-1% -$16.4K
MPC icon
322
Marathon Petroleum
MPC
$83.7B
$1.12M 0.04%
22,080
-475
-2% -$23.6K
CSC
323
DELISTED
Computer Sciences
CSC
$1.1M 0.04%
+16,000
New +$1.06M
PRA
324
DELISTED
ProAssurance
PRA
$1.1M 0.04%
18,244
-114
-0.6% -$6.54K
SBNY
325
DELISTED
Signature Bank
SBNY
$1.09M 0.04%
7,378
-340
-4% -$52.7K
11 12
13
14 15

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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.