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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
VOD icon
376
Vodafone
VOD
$37.4B
$839K 0.03%
31,768
-12,229
-28% -$313K
LTC
377
LTC Properties
LTC
$2.15B
$838K 0.03%
17,489
– –
THS
378
DELISTED
Treehouse Foods
THS
$836K 0.03%
9,872
+1,732
+21% +$139K
DEA
379
Easterly Government Properties
DEA
$1.18B
$829K 0.03%
16,776
+5,530
+49% +$276K
XLI icon
380
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$828K 0.03%
12,732
+3,537
+38% +$229K
HPE icon
381
Hewlett Packard
HPE
$70.5B
$824K 0.03%
59,877
+896
+2% +$12K
BOKF icon
382
BOK Financial
BOKF
$8.74B
$823K 0.03%
10,513
+293
+3% +$23.9K
ZEUS
383
DELISTED
Olympic Steel
ZEUS
$821K 0.03%
44,209
– –
SON icon
384
Sonoco
SON
$5.74B
$818K 0.03%
15,457
+15,189
+5,668% +$817K
IMKTA icon
385
Ingles Markets
IMKTA
$1.67B
$814K 0.03%
18,860
-2,000
-10% -$92.1K
CXP
386
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$813K 0.03%
36,546
– –
BIG
387
DELISTED
Big Lots, Inc.
BIG
$812K 0.03%
16,673
– –
RWO icon
388
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$805K 0.03%
17,111
+503
+3% +$23.7K
VRE
389
DELISTED
Veris Residential
VRE
$803K 0.03%
29,803
– –
ROST icon
390
Ross Stores
ROST
$81.9B
$800K 0.03%
12,150
+6
+0% +$401
SNPS icon
391
Synopsys
SNPS
$79.7B
$800K 0.03%
11,097
+11,011
+12,803% +$737K
TTSH
392
DELISTED
Tile Shop Holdings
TTSH
$800K 0.03%
41,584
-6,234
-13% -$117K
AIG icon
393
American International
AIG
$41.3B
$793K 0.03%
12,713
+11,203
+742% +$719K
AEO icon
394
American Eagle Outfitters
AEO
$3.01B
$785K 0.03%
55,995
– –
IJR icon
395
iShares Core S&P Small-Cap ETF
IJR
$112B
$780K 0.03%
11,278
+10,440
+1,246% +$720K
KMI icon
396
Kinder Morgan
KMI
$68.7B
$778K 0.03%
35,738
+6,990
+24% +$153K
KWR icon
397
Quaker Houghton
KWR
$2.92B
$774K 0.03%
5,880
-243
-4% -$31.8K
XLE icon
398
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$772K 0.03%
22,092
+1,614
+8% +$58.3K
MRSH
399
Marsh
MRSH
$91.5B
$759K 0.03%
10,279
– –
OGE icon
400
OGE Energy
OGE
$9.71B
$752K 0.03%
21,500
+7,906
+58% +$275K
14 15
16
17 18

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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.