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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
POR icon
376
Portland General Electric
POR
$5.77B
$929K 0.03%
20,329
+832
+4% +$38.4K
DEA
377
Easterly Government Properties
DEA
$1.18B
$925K 0.03%
17,678
+902
+5% +$46.1K
GGP
378
DELISTED
GGP Inc.
GGP
$918K 0.03%
38,957
+707
+2% +$16.3K
LTC
379
LTC Properties
LTC
$2.15B
$907K 0.03%
17,639
+150
+0.9% +$7.33K
FCPT icon
380
Four Corners Property Trust
FCPT
$2.75B
$904K 0.03%
36,003
+15,000
+71% +$360K
DELL icon
381
Dell
DELL
$293B
$902K 0.03%
52,551
-994
-2% -$18.2K
TTD icon
382
Trade Desk
TTD
$6.49B
$902K 0.03%
+180,000
New +$823K
RBA icon
383
RB Global
RBA
$17.5B
$900K 0.03%
31,327
-394
-1% -$12.2K
BOKF icon
384
BOK Financial
BOKF
$8.74B
$895K 0.03%
10,643
+130
+1% +$10.6K
KWR icon
385
Quaker Houghton
KWR
$2.92B
$885K 0.03%
6,100
+220
+4% +$31.1K
CBSH icon
386
Commerce Bancshares
CBSH
$8.5B
$868K 0.03%
23,701
-934
-4% -$33.3K
ZEUS
387
DELISTED
Olympic Steel
ZEUS
$861K 0.03%
44,209
– –
TTSH
388
DELISTED
Tile Shop Holdings
TTSH
$859K 0.03%
41,584
– –
DF
389
DELISTED
Dean Foods Company
DF
$858K 0.03%
50,462
-20
-0% -$375
SNPS icon
390
Synopsys
SNPS
$79.7B
$855K 0.03%
11,732
+635
+6% +$46.7K
THS
391
DELISTED
Treehouse Foods
THS
$845K 0.03%
10,345
+473
+5% +$38.7K
BBWI icon
392
Bath & Body Works
BBWI
$4.1B
$842K 0.03%
19,345
+18,783
+3,342% +$770K
NVO
393
Novo Nordisk
NVO
$209B
$837K 0.03%
38,988
-3,140
-7% -$63.4K
LECO icon
394
Lincoln Electric
LECO
$15.4B
$822K 0.03%
8,918
+796
+10% +$71.6K
XLI icon
395
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$819K 0.03%
12,032
-700
-5% -$46.7K
SUI icon
396
Sun Communities
SUI
$14.7B
$812K 0.03%
9,253
+30
+0.3% +$2.57K
SON icon
397
Sonoco
SON
$5.74B
$809K 0.03%
15,732
+275
+2% +$14.2K
VRE
398
DELISTED
Veris Residential
VRE
$809K 0.03%
29,803
– –
OGE icon
399
OGE Energy
OGE
$9.71B
$807K 0.03%
23,178
+1,678
+8% +$58.7K
KIM icon
400
Kimco Realty
KIM
$16.4B
$805K 0.03%
43,835
+181
+0.4% +$3.55K
14 15
16
17 18

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BAM
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ACI
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ACM
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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.