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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
EXPO icon
301
Exponent
EXPO
$3.24B
$1.34M 0.04%
36,264
-682
-2% -$22.5K
LHO
302
DELISTED
LaSalle Hotel Properties
LHO
$1.34M 0.04%
46,115
+44
+0.1% +$1.27K
NSP icon
303
Insperity
NSP
$2.01B
$1.31M 0.04%
29,758
– –
GSK icon
304
GSK
GSK
$106B
$1.29M 0.04%
25,402
-7,640
-23% -$388K
CRUS icon
305
Cirrus Logic
CRUS
$6.26B
$1.29M 0.04%
24,162
– –
NDSN icon
306
Nordson
NDSN
$17.3B
$1.28M 0.04%
10,785
-147
-1% -$17.6K
CTRE icon
307
CareTrust REIT
CTRE
$9.74B
$1.27M 0.04%
+66,851
New +$1.25M
LSI
308
DELISTED
Life Storage, Inc.
LSI
$1.26M 0.04%
23,048
– –
EPR icon
309
EPR Properties
EPR
$4.77B
$1.25M 0.04%
17,957
+29
+0.2% +$2.04K
ON icon
310
ON Semiconductor
ON
$31.6B
$1.23M 0.04%
66,600
– –
BHF icon
311
Brighthouse Financial
BHF
$3.5B
$1.23M 0.04%
+20,207
New +$1.15M
ISHG icon
312
iShares 1-3 Year International Treasury Bond ETF
ISHG
$828M
$1.23M 0.04%
14,622
-210
-1% -$17.6K
DORM icon
313
Dorman Products
DORM
$4.18B
$1.21M 0.04%
16,938
-700
-4% -$50.3K
RSG icon
314
Republic Services
RSG
$65.7B
$1.21M 0.04%
18,265
+410
+2% +$26.6K
STE icon
315
Steris
STE
$23.1B
$1.2M 0.04%
13,603
-568
-4% -$48.1K
RF icon
316
Regions Financial
RF
$26.8B
$1.18M 0.04%
77,737
-1,537
-2% -$22.1K
WAB icon
317
Wabtec
WAB
$49.3B
$1.18M 0.04%
15,536
-578
-4% -$44.5K
ENB icon
318
Enbridge
ENB
$112B
$1.17M 0.04%
27,927
-208
-0.7% -$8.46K
ADM icon
319
Archer Daniels Midland
ADM
$36.9B
$1.17M 0.04%
27,398
-6,077
-18% -$256K
AROW icon
320
Arrow Financial
AROW
$652M
$1.16M 0.04%
40,470
-801
-2% -$21.1K
PBE icon
321
Invesco Biotechnology & Genome ETF
PBE
$353M
$1.16M 0.04%
23,295
-30
-0.1% -$1.42K
AVT icon
322
Avnet
AVT
$7.92B
$1.15M 0.04%
29,234
-2,984
-9% -$114K
HSY icon
323
Hershey
HSY
$36.6B
$1.14M 0.04%
10,440
-4,397
-30% -$468K
EPD icon
324
Enterprise Products Partners
EPD
$81.7B
$1.14M 0.04%
43,694
-1,199
-3% -$31.7K
CPT icon
325
Camden Property Trust
CPT
$11.3B
$1.14M 0.04%
12,408
– –
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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MXM
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OSIA
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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.