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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
GSG icon
301
iShares S&P GSCI Commodity-Indexed Trust
GSG
$968M
$1.34M 0.05%
95,280
-1,122,846
-92% -$16M
MT icon
302
ArcelorMittal
MT
$55.3B
$1.33M 0.05%
+58,499
New +$1.31M
TIVO
303
DELISTED
Tivo Inc
TIVO
$1.33M 0.05%
71,188
+276
+0.4% +$5.03K
NDSN icon
304
Nordson
NDSN
$17.3B
$1.33M 0.05%
10,932
+107
+1% +$13.1K
PLCE icon
305
Children's Place
PLCE
$59.8M
$1.32M 0.04%
12,941
– –
MOS icon
306
The Mosaic Company
MOS
$7.33B
$1.31M 0.04%
57,621
+17,468
+44% +$429K
BPOP icon
307
Popular Inc
BPOP
$11.1B
$1.31M 0.04%
31,455
-2,252
-7% -$89.2K
XLE icon
308
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$1.3M 0.04%
39,950
+17,858
+81% +$600K
EPR icon
309
EPR Properties
EPR
$4.77B
$1.29M 0.04%
17,928
+120
+0.7% +$8.74K
ATVI
310
DELISTED
Activision Blizzard
ATVI
$1.28M 0.04%
22,275
+19,775
+791% +$1.09M
VIG icon
311
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.27M 0.04%
13,691
-1,785
-12% -$164K
AVT icon
312
Avnet
AVT
$7.92B
$1.25M 0.04%
32,218
+27
+0.1% +$1.07K
PARA
313
DELISTED
Paramount Global Class B
PARA
$1.25M 0.04%
19,514
+3,827
+24% +$245K
TRUE
314
DELISTED
TrueCar
TRUE
$1.24M 0.04%
61,970
+35,000
+130% +$603K
GRPN icon
315
Groupon
GRPN
$1.02B
$1.22M 0.04%
15,932
+20
+0.1% +$1.39K
ISHG icon
316
iShares 1-3 Year International Treasury Bond ETF
ISHG
$832M
$1.22M 0.04%
14,832
-330
-2% -$26.4K
EPD icon
317
Enterprise Products Partners
EPD
$81.7B
$1.22M 0.04%
44,893
+3,890
+9% +$105K
MEET
318
DELISTED
The Meet Group, Inc. Common Stock
MEET
$1.21M 0.04%
240,000
– –
ADC icon
319
Agree Realty
ADC
$9.41B
$1.2M 0.04%
26,242
– –
JNPR
320
DELISTED
Juniper Networks
JNPR
$1.19M 0.04%
42,841
– –
RBC icon
321
RBC Bearings
RBC
$18B
$1.18M 0.04%
11,542
-126
-1% -$12.6K
ICUI icon
322
ICU Medical
ICUI
$4.61B
$1.17M 0.04%
6,763
-100
-1% -$16K
ANSS
323
DELISTED
Ansys
ANSS
$1.17M 0.04%
9,577
-175
-2% -$20.6K
RF icon
324
Regions Financial
RF
$26.8B
$1.16M 0.04%
79,274
+1,806
+2% +$25.4K
STE icon
325
Steris
STE
$23.1B
$1.16M 0.04%
14,171
-806
-5% -$61.3K
11 12
13
14 15

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.