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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
MPC icon
326
Marathon Petroleum
MPC
$83.7B
$1.15M 0.04%
21,999
-81
-0.4% -$4.18K
OSUR icon
327
OraSure Technologies
OSUR
$279M
$1.15M 0.04%
+66,412
New +$956K
LSI
328
DELISTED
Life Storage, Inc.
LSI
$1.14M 0.04%
23,048
– –
RSG icon
329
Republic Services
RSG
$65.7B
$1.14M 0.04%
17,855
-614
-3% -$38.9K
WDC icon
330
Western Digital
WDC
$150B
$1.12M 0.04%
16,788
+55
+0.3% +$3.65K
BIVV
331
DELISTED
Bioverativ Inc. Common Stock
BIVV
$1.12M 0.04%
18,638
+18,330
+5,951% +$1.04M
ENB icon
332
Enbridge
ENB
$112B
$1.12M 0.04%
28,135
-2,382
-8% -$95.9K
MDC
333
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.1M 0.04%
39,133
-353
-0.9% -$9.24K
CAH icon
334
Cardinal Health
CAH
$55.4B
$1.09M 0.04%
14,001
+6,729
+93% +$508K
GPT
335
DELISTED
Gramercy Property Trust
GPT
$1.09M 0.04%
36,657
+698
+2% +$20.1K
FNF icon
336
Fidelity National Financial
FNF
$13.5B
$1.09M 0.04%
34,966
+2,112
+6% +$60.8K
REXR icon
337
Rexford Industrial Realty
REXR
$8.19B
$1.09M 0.04%
39,565
– –
ARRS
338
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$1.08M 0.04%
38,695
-129
-0.3% -$3.54K
SBNY
339
DELISTED
Signature Bank
SBNY
$1.08M 0.04%
7,544
+166
+2% +$23.5K
EXPO icon
340
Exponent
EXPO
$3.24B
$1.08M 0.04%
36,946
-660
-2% -$19.7K
F icon
341
Ford
F
$55.7B
$1.07M 0.04%
96,055
-64,444
-40% -$720K
PBE icon
342
Invesco Biotechnology & Genome ETF
PBE
$292M
$1.06M 0.04%
23,325
-300
-1% -$12.9K
EQR icon
343
Equity Residential
EQR
$25.1B
$1.06M 0.04%
16,168
+21
+0.1% +$1.37K
UAL icon
344
United Airlines
UAL
$42.1B
$1.06M 0.04%
14,127
+425
+3% +$32.1K
AROW icon
345
Arrow Financial
AROW
$652M
$1.06M 0.04%
41,271
– –
CPT icon
346
Camden Property Trust
CPT
$11.3B
$1.06M 0.04%
12,408
+200
+2% +$16.8K
NSP icon
347
Insperity
NSP
$2.01B
$1.06M 0.04%
29,758
– –
WAGE
348
DELISTED
WageWorks, Inc.
WAGE
$1.05M 0.04%
15,693
-391
-2% -$27.8K
PRA
349
DELISTED
ProAssurance
PRA
$1.05M 0.04%
17,243
-1,001
-5% -$60.1K
TCO
350
DELISTED
Taubman Centers Inc.
TCO
$1.04M 0.04%
17,433
– –
12 13
14
15 16

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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 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.