We are live on ! Find out more
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
BSX icon
351
Boston Scientific
BSX
$71.5B
$983K 0.03%
33,680
-1,090
-3% -$30.1K
TRUE
352
DELISTED
TrueCar
TRUE
$979K 0.03%
61,970
– –
DEA
353
Easterly Government Properties
DEA
$1.18B
$977K 0.03%
18,912
+1,234
+7% +$62K
QUOT
354
DELISTED
Quotient Technology Inc
QUOT
$976K 0.03%
62,334
– –
F icon
355
Ford
F
$55.7B
$974K 0.03%
81,458
-14,597
-15% -$165K
SNPS icon
356
Synopsys
SNPS
$79.7B
$973K 0.03%
12,085
+353
+3% +$27.4K
GBDC icon
357
Golub Capital BDC
GBDC
$3.42B
$958K 0.03%
51,970
– –
POWI icon
358
Power Integrations
POWI
$3.61B
$955K 0.03%
26,114
-2,298
-8% -$83.9K
CAH icon
359
Cardinal Health
CAH
$55.4B
$944K 0.03%
14,109
+108
+0.8% +$7.63K
RBA icon
360
RB Global
RBA
$17.5B
$940K 0.03%
29,701
-1,626
-5% -$47.1K
PSMT icon
361
Pricesmart
PSMT
$5.46B
$933K 0.03%
10,459
-501
-5% -$42K
POR icon
362
Portland General Electric
POR
$5.77B
$917K 0.03%
20,100
-229
-1% -$10.5K
WAGE
363
DELISTED
WageWorks, Inc.
WAGE
$912K 0.03%
15,024
-669
-4% -$40.8K
CBSH icon
364
Commerce Bancshares
CBSH
$8.5B
$909K 0.03%
24,429
+728
+3% +$26.4K
FCPT icon
365
Four Corners Property Trust
FCPT
$2.75B
$897K 0.03%
36,003
– –
BIG
366
DELISTED
Big Lots, Inc.
BIG
$895K 0.03%
16,699
+26
+0.2% +$1.28K
IJR icon
367
iShares Core S&P Small-Cap ETF
IJR
$112B
$892K 0.03%
12,022
+790
+7% +$55.4K
OCLR
368
DELISTED
Oclaro Inc.
OCLR
$889K 0.03%
102,960
– –
PRA
369
DELISTED
ProAssurance
PRA
$888K 0.03%
16,247
-996
-6% -$56.3K
WMB icon
370
Williams Companies
WMB
$86.1B
$880K 0.03%
29,310
-2,105
-7% -$64K
OGE icon
371
OGE Energy
OGE
$9.71B
$875K 0.03%
24,286
+1,108
+5% +$39.5K
HDS
372
DELISTED
HD Supply Holdings, Inc.
HDS
$871K 0.03%
24,134
-169
-0.7% -$5.43K
TCO
373
DELISTED
Taubman Centers Inc.
TCO
$866K 0.03%
17,433
– –
DFS
374
DELISTED
Discover Financial Services
DFS
$861K 0.03%
13,361
-3,180
-19% -$193K
BBWI icon
375
Bath & Body Works
BBWI
$4.1B
$852K 0.03%
25,316
+5,971
+31% +$200K
13 14
15
16 17

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.