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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
+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
YUM icon
376
Yum! Brands
YUM
$41.1B
$849K 0.03%
11,531
-2,048
-15% -$154K
GM icon
377
General Motors
GM
$76.8B
$845K 0.03%
20,908
+2,759
+15% +$101K
XLI icon
378
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$844K 0.03%
11,882
-150
-1% -$10.3K
EHC icon
379
Encompass Health
EHC
$12.4B
$838K 0.03%
22,723
-2,376
-9% -$84.7K
FIVE icon
380
Five Below
FIVE
$13.5B
$837K 0.03%
15,253
-75
-0.5% -$3.67K
PIR
381
DELISTED
Pier 1 Imports, Inc.
PIR
$830K 0.03%
9,899
+115
+1% +$10.3K
LPT
382
DELISTED
Liberty Property Trust
LPT
$827K 0.03%
20,135
+19,935
+9,968% +$833K
SCZ icon
383
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$825K 0.03%
13,299
+2,073
+18% +$124K
AZN icon
384
AstraZeneca
AZN
$250B
$823K 0.03%
12,144
+6,433
+113% +$406K
UAL icon
385
United Airlines
UAL
$42.1B
$817K 0.03%
13,427
-700
-5% -$46.6K
CALA
386
DELISTED
Calithera Biosciences, Inc
CALA
$808K 0.03%
2,565
– –
KIM icon
387
Kimco Realty
KIM
$16.4B
$806K 0.03%
41,254
-2,581
-6% -$50.6K
XLP icon
388
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$800K 0.03%
14,811
+841
+6% +$46.2K
GBCI icon
389
Glacier Bancorp
GBCI
$6.35B
$795K 0.03%
21,039
+760
+4% +$26.3K
GGP
390
DELISTED
GGP Inc.
GGP
$793K 0.03%
38,203
-754
-2% -$16.5K
CTLT
391
DELISTED
CATALENT, INC.
CTLT
$786K 0.03%
19,680
+728
+4% +$27K
TPH
392
DELISTED
Tri Pointe Homes
TPH
$783K 0.03%
56,694
+3,000
+6% +$39.9K
AIG icon
393
American International
AIG
$41.3B
$779K 0.03%
12,694
+83
+0.7% +$5.17K
CXP
394
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$779K 0.03%
35,803
+61
+0.2% +$1.31K
SON icon
395
Sonoco
SON
$5.74B
$777K 0.03%
15,393
-339
-2% -$16.7K
MGPI icon
396
MGP Ingredients
MGPI
$375M
$774K 0.03%
12,771
– –
ROST icon
397
Ross Stores
ROST
$81.9B
$770K 0.03%
11,931
-375
-3% -$21.6K
BAH icon
398
Booz Allen Hamilton
BAH
$9.15B
$767K 0.03%
20,525
+524
+3% +$18K
SCHF icon
399
Schwab International Equity ETF
SCHF
$68.7B
$749K 0.03%
44,760
+12,630
+39% +$206K
J icon
400
Jacobs Solutions
J
$17B
$733K 0.02%
15,209
-609
-4% -$27.2K
14 15
16
17 18

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BAM
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ACI
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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.