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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
PARA
326
DELISTED
Paramount Global Class B
PARA
$1.09M 0.04%
15,687
+2,950
+23% +$194K
WMB icon
327
Williams Companies
WMB
$86.1B
$1.08M 0.04%
36,642
-4,873
-12% -$141K
QQQ icon
328
Invesco QQQ Trust
QQQ
$481B
$1.07M 0.04%
8,111
+1,305
+19% +$167K
ICUI icon
329
ICU Medical
ICUI
$4.61B
$1.05M 0.04%
6,863
-144
-2% -$21K
WDC icon
330
Western Digital
WDC
$150B
$1.04M 0.04%
16,733
+344
+2% +$19.8K
RBA icon
331
RB Global
RBA
$17.5B
$1.04M 0.04%
31,721
-114
-0.4% -$3.69K
ANSS
332
DELISTED
Ansys
ANSS
$1.04M 0.04%
9,752
-431
-4% -$43.2K
STE icon
333
Steris
STE
$23.1B
$1.04M 0.04%
14,977
-432
-3% -$29.9K
ASPS icon
334
Altisource Portfolio Solutions
ASPS
$65.8M
$1.03M 0.04%
3,504
– –
ARRS
335
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$1.03M 0.04%
38,824
– –
R icon
336
Ryder
R
$10.1B
$1.03M 0.04%
13,602
+13,564
+35,695% +$1.03M
GBDC icon
337
Golub Capital BDC
GBDC
$3.42B
$1.01M 0.04%
51,958
-23,833
-31% -$442K
OCLR
338
DELISTED
Oclaro Inc.
OCLR
$1.01M 0.04%
+102,960
New +$967K
ESRT icon
339
Empire State Realty Trust
ESRT
$836M
$1.01M 0.04%
+48,779
New +$1.01M
EQR icon
340
Equity Residential
EQR
$25.1B
$1M 0.04%
16,147
+43
+0.3% +$2.69K
DFS
341
DELISTED
Discover Financial Services
DFS
$1M 0.04%
14,686
-1,936
-12% -$136K
HDS
342
DELISTED
HD Supply Holdings, Inc.
HDS
$1M 0.04%
24,398
+318
+1% +$13.4K
PBE icon
343
Invesco Biotechnology & Genome ETF
PBE
$353M
$999K 0.03%
23,625
-1,000
-4% -$41.9K
XLV icon
344
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$994K 0.03%
13,357
-1,563
-10% -$114K
LHO
345
DELISTED
LaSalle Hotel Properties
LHO
$993K 0.03%
34,300
+23,500
+218% +$698K
DF
346
DELISTED
Dean Foods Company
DF
$992K 0.03%
50,482
– –
PSMT icon
347
Pricesmart
PSMT
$5.46B
$991K 0.03%
10,742
-406
-4% -$35.6K
CPT icon
348
Camden Property Trust
CPT
$11.3B
$982K 0.03%
+12,208
New +$1M
AHL
349
DELISTED
ASPEN Insurance Holding Limited
AHL
$980K 0.03%
18,824
+18,752
+26,044% +$1.04M
PH icon
350
Parker-Hannifin
PH
$135B
$970K 0.03%
6,048
+148
+3% +$22.5K
12 13
14
15 16

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SCC
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BAM
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ACI
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ACM
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OSIA
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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.