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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
POWI icon
351
Power Integrations
POWI
$3.61B
$1.03M 0.04%
28,412
-674
-2% -$22.3K
DFS
352
DELISTED
Discover Financial Services
DFS
$1.03M 0.03%
16,541
+1,855
+13% +$115K
HPQ icon
353
HP
HPQ
$27.5B
$1.03M 0.03%
58,706
+42,024
+252% +$772K
AET
354
DELISTED
Aetna Inc
AET
$1.02M 0.03%
6,747
-9
-0.1% -$1.27K
PIR
355
DELISTED
Pier 1 Imports, Inc.
PIR
$1.01M 0.03%
9,784
-72
-0.7% -$8.69K
ESRT icon
356
Empire State Realty Trust
ESRT
$836M
$1.01M 0.03%
48,779
– –
ZTS icon
357
Zoetis
ZTS
$30B
$1.01M 0.03%
16,230
+2,888
+22% +$171K
YUM icon
358
Yum! Brands
YUM
$41.1B
$1M 0.03%
13,579
+287
+2% +$20K
TMUS icon
359
T-Mobile US
TMUS
$190B
$1M 0.03%
+16,489
New +$1.07M
NRG icon
360
NRG Energy
NRG
$24.8B
$986K 0.03%
57,253
+5,858
+11% +$98.2K
EPM icon
361
Evolution Petroleum
EPM
$131M
$975K 0.03%
120,316
– –
GBDC icon
362
Golub Capital BDC
GBDC
$3.42B
$973K 0.03%
51,970
+12
+0% +$234
PH icon
363
Parker-Hannifin
PH
$135B
$972K 0.03%
6,079
+31
+0.5% +$4.91K
XYL icon
364
Xylem
XYL
$28.1B
$971K 0.03%
17,512
-17
-0.1% -$885
EHC icon
365
Encompass Health
EHC
$12.4B
$966K 0.03%
25,099
-1,078
-4% -$39.5K
BSX icon
366
Boston Scientific
BSX
$71.5B
$964K 0.03%
34,770
-287
-0.8% -$7.62K
OCLR
367
DELISTED
Oclaro Inc.
OCLR
$962K 0.03%
102,960
– –
PSMT icon
368
Pricesmart
PSMT
$5.46B
$960K 0.03%
10,960
+218
+2% +$19.2K
WMB icon
369
Williams Companies
WMB
$86.1B
$951K 0.03%
31,415
-5,227
-14% -$156K
URBN icon
370
Urban Outfitters
URBN
$6.59B
$946K 0.03%
50,971
-7,298
-13% -$150K
AHL
371
DELISTED
ASPEN Insurance Holding Limited
AHL
$945K 0.03%
18,957
+133
+0.7% +$6.76K
R icon
372
Ryder
R
$10.1B
$944K 0.03%
13,118
-484
-4% -$33.5K
ULTI
373
DELISTED
Ultimate Software Group Inc
ULTI
$939K 0.03%
4,467
-29
-0.6% -$6.11K
ON icon
374
ON Semiconductor
ON
$31.6B
$935K 0.03%
+66,600
New +$1M
QQQ icon
375
Invesco QQQ Trust
QQQ
$484B
$934K 0.03%
6,787
-1,324
-16% -$182K
13 14
15
16 17

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
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MXM
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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.