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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
UAL icon
351
United Airlines
UAL
$40.9B
$968K 0.03%
13,702
+250
+2% +$18.1K
KIM icon
352
Kimco Realty
KIM
$16.1B
$964K 0.03%
43,654
– –
MAT icon
353
Mattel
MAT
$4.18B
$964K 0.03%
37,666
+1,173
+3% +$31.4K
DELL icon
354
Dell
DELL
$305B
$963K 0.03%
53,545
+12,596
+31% +$220K
EPM icon
355
Evolution Petroleum
EPM
$131M
$963K 0.03%
+120,316
New +$1.03M
NRG icon
356
NRG Energy
NRG
$25.1B
$961K 0.03%
51,395
– –
POWI icon
357
Power Integrations
POWI
$3.55B
$956K 0.03%
29,086
-130
-0.4% -$4.32K
GPT
358
DELISTED
Gramercy Property Trust
GPT
$946K 0.03%
+35,959
New +$965K
MDC
359
DELISTED
M.D.C. Holdings, Inc.
MDC
$942K 0.03%
39,486
-102
-0.3% -$2.3K
PEI
360
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$921K 0.03%
4,057
– –
HP icon
361
Helmerich & Payne
HP
$4.04B
$916K 0.03%
13,756
+3,010
+28% +$214K
IGSB icon
362
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$909K 0.03%
17,282
+58
+0.3% +$3.05K
CBSH icon
363
Commerce Bancshares
CBSH
$8.5B
$892K 0.03%
24,635
+24,440
+12,533% +$901K
EHC icon
364
Encompass Health
EHC
$12.4B
$892K 0.03%
26,177
+537
+2% +$17.6K
REXR icon
365
Rexford Industrial Realty
REXR
$8.01B
$891K 0.03%
39,565
-100
-0.3% -$2.28K
FNF icon
366
Fidelity National Financial
FNF
$13.2B
$888K 0.03%
32,854
+19,942
+154% +$507K
GGP
367
DELISTED
GGP Inc.
GGP
$887K 0.03%
+38,250
New +$936K
XYL icon
368
Xylem
XYL
$28.3B
$880K 0.03%
17,529
+16,557
+1,703% +$807K
ULTI
369
DELISTED
Ultimate Software Group Inc
ULTI
$878K 0.03%
4,496
-141
-3% -$27.5K
BSX icon
370
Boston Scientific
BSX
$72.3B
$872K 0.03%
35,057
+14,791
+73% +$360K
POR icon
371
Portland General Electric
POR
$5.66B
$866K 0.03%
19,497
+2,622
+16% +$115K
AET
372
DELISTED
Aetna Inc
AET
$862K 0.03%
6,756
-1,152
-15% -$145K
EBAY icon
373
eBay
EBAY
$47.5B
$849K 0.03%
25,308
+7,480
+42% +$243K
YUM icon
374
Yum! Brands
YUM
$40.1B
$849K 0.03%
13,292
-308
-2% -$20.1K
JCI icon
375
Johnson Controls International
JCI
$91.9B
$846K 0.03%
20,093
-8,134
-29% -$344K
13 14
15
16 17

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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 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.