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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
J icon
401
Jacobs Solutions
J
$17B
$743K 0.03%
16,233
-83
-0.5% -$3.92K
SUI icon
402
Sun Communities
SUI
$14.7B
$741K 0.03%
9,223
-108
-1% -$8.61K
IWS icon
403
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$732K 0.03%
8,815
+1,555
+21% +$128K
CPE
404
DELISTED
Callon Petroleum Company
CPE
$729K 0.03%
5,539
+683
+14% +$94.3K
TPR icon
405
Tapestry
TPR
$32.8B
$724K 0.03%
17,540
+6,019
+52% +$227K
NVO
406
Novo Nordisk
NVO
$209B
$722K 0.03%
42,128
+41,778
+11,937% +$727K
ATR icon
407
AptarGroup
ATR
$8.61B
$718K 0.03%
9,338
-1,693
-15% -$126K
IBKC
408
DELISTED
IBERIABANK Corp
IBKC
$716K 0.03%
9,047
-86
-0.9% -$7.05K
XLY icon
409
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$712K 0.02%
16,182
-2,454
-13% -$105K
ZTS icon
410
Zoetis
ZTS
$30B
$712K 0.02%
13,342
-180
-1% -$9.73K
ORI icon
411
Old Republic International
ORI
$10.4B
$708K 0.02%
34,555
+22,554
+188% +$455K
TCBI icon
412
Texas Capital Bancshares
TCBI
$4.32B
$708K 0.02%
8,491
-30
-0.4% -$2.52K
LECO icon
413
Lincoln Electric
LECO
$15.4B
$705K 0.02%
8,122
+1,210
+18% +$102K
NWL icon
414
Newell Brands
NWL
$2.56B
$696K 0.02%
14,768
+1,595
+12% +$75.7K
MGPI icon
415
MGP Ingredients
MGPI
$375M
$693K 0.02%
12,771
– –
HA
416
DELISTED
Hawaiian Holdings, Inc.
HA
$691K 0.02%
14,866
-87
-0.6% -$4.45K
WHR icon
417
Whirlpool
WHR
$2.82B
$680K 0.02%
3,968
-6
-0.2% -$1.07K
TPH
418
DELISTED
Tri Pointe Homes
TPH
$674K 0.02%
53,794
– –
XLP icon
419
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$672K 0.02%
12,314
-3,932
-24% -$211K
FIVE icon
420
Five Below
FIVE
$13.5B
$671K 0.02%
15,507
-375
-2% -$14.9K
FAST icon
421
Fastenal
FAST
$59.5B
$665K 0.02%
51,696
-2,360
-4% -$29.6K
RMR icon
422
The RMR Group
RMR
$332M
$665K 0.02%
13,419
+13,384
+38,240% +$636K
MSI icon
423
Motorola Solutions
MSI
$77.4B
$661K 0.02%
7,674
-2,694
-26% -$220K
FINL
424
DELISTED
Finish Line
FINL
$661K 0.02%
46,425
– –
CHRW icon
425
C.H. Robinson
CHRW
$17.5B
$658K 0.02%
8,516
+221
+3% +$17K
15 16
17
18 19

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.