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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
MPC icon
326
Marathon Petroleum
MPC
$83.7B
$1.13M 0.04%
20,187
-1,812
-8% -$97.2K
REXR icon
327
Rexford Industrial Realty
REXR
$8.19B
$1.13M 0.04%
39,565
– –
BPOP icon
328
Popular Inc
BPOP
$11.1B
$1.12M 0.04%
31,087
-368
-1% -$14.9K
WDC icon
329
Western Digital
WDC
$150B
$1.11M 0.04%
17,022
+234
+1% +$15.5K
GPT
330
DELISTED
Gramercy Property Trust
GPT
$1.11M 0.04%
36,731
+74
+0.2% +$2.21K
R icon
331
Ryder
R
$10.1B
$1.11M 0.04%
13,108
-10
-0.1% -$757
TTD icon
332
Trade Desk
TTD
$6.49B
$1.11M 0.04%
180,000
– –
XYL icon
333
Xylem
XYL
$28.1B
$1.1M 0.04%
17,619
+107
+0.6% +$6.39K
ARRS
334
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$1.1M 0.04%
38,695
– –
SUB icon
335
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.09M 0.04%
+10,326
New +$1.1M
GSG icon
336
iShares S&P GSCI Commodity-Indexed Trust
GSG
$900M
$1.09M 0.04%
73,032
-22,248
-23% -$320K
MDC
337
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.09M 0.04%
41,222
+2,089
+5% +$55.2K
DELL icon
338
Dell
DELL
$293B
$1.08M 0.04%
49,743
-2,808
-5% -$54.1K
PARA
339
DELISTED
Paramount Global Class B
PARA
$1.08M 0.04%
18,562
-952
-5% -$60.1K
XLE icon
340
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.07M 0.04%
31,320
-8,630
-22% -$281K
EQR icon
341
Equity Residential
EQR
$25.1B
$1.07M 0.04%
16,173
+5
+0% +$335
CHGG icon
342
Chegg
CHGG
$102M
$1.06M 0.04%
71,560
+26,560
+59% +$378K
APO icon
343
Apollo Global Management
APO
$73.4B
$1.05M 0.04%
35,045
+11,200
+47% +$322K
NVO
344
Novo Nordisk
NVO
$209B
$1.05M 0.04%
43,486
+4,498
+12% +$102K
BOKF icon
345
BOK Financial
BOKF
$8.74B
$1.04M 0.03%
11,629
+986
+9% +$82.2K
XYZ
346
Block Inc
XYZ
$47.5B
$1.01M 0.03%
35,148
+7,885
+29% +$206K
FNF icon
347
Fidelity National Financial
FNF
$13.5B
$1.01M 0.03%
30,637
-4,329
-12% -$142K
LTC
348
LTC Properties
LTC
$2.15B
$1.01M 0.03%
21,492
+3,853
+22% +$190K
ESRT icon
349
Empire State Realty Trust
ESRT
$836M
$1M 0.03%
48,779
– –
DOV icon
350
Dover
DOV
$28.4B
$993K 0.03%
13,453
-9,646
-42% -$670K
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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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.