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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
BIG
401
DELISTED
Big Lots, Inc.
BIG
$805K 0.03%
16,673
– –
MAT icon
402
Mattel
MAT
$4.23B
$804K 0.03%
37,336
-330
-0.9% -$7.46K
MRSH
403
Marsh
MRSH
$91.5B
$801K 0.03%
10,279
– –
CXP
404
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$800K 0.03%
35,742
-804
-2% -$17.9K
DST
405
DELISTED
DST Systems Inc.
DST
$800K 0.03%
12,959
-12,073
-48% -$736K
ATR icon
406
AptarGroup
ATR
$8.61B
$795K 0.03%
9,151
-187
-2% -$15.4K
RWO icon
407
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$794K 0.03%
16,662
-449
-3% -$21.5K
AIG icon
408
American International
AIG
$41.3B
$788K 0.03%
12,611
-102
-0.8% -$6.34K
IJR icon
409
iShares Core S&P Small-Cap ETF
IJR
$112B
$787K 0.03%
11,232
-46
-0.4% -$3.19K
JCI icon
410
Johnson Controls International
JCI
$92.2B
$774K 0.03%
17,828
-2,265
-11% -$94.8K
XLP icon
411
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$768K 0.03%
13,970
+1,656
+13% +$92.1K
CALA
412
DELISTED
Calithera Biosciences, Inc
CALA
$762K 0.03%
+2,565
New +$686K
WHR icon
413
Whirlpool
WHR
$2.82B
$760K 0.03%
3,968
– –
FIVE icon
414
Five Below
FIVE
$13.5B
$757K 0.03%
15,328
-179
-1% -$8.81K
XLY icon
415
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$752K 0.03%
16,770
+588
+4% +$26.3K
VOD icon
416
Vodafone
VOD
$37.4B
$748K 0.03%
26,028
-5,740
-18% -$160K
HDS
417
DELISTED
HD Supply Holdings, Inc.
HDS
$744K 0.03%
24,303
-95
-0.4% -$3.59K
GBCI icon
418
Glacier Bancorp
GBCI
$6.35B
$742K 0.03%
20,279
+1,661
+9% +$56.8K
IGSB icon
419
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$731K 0.02%
13,888
-3,394
-20% -$179K
HOLX
420
DELISTED
Hologic
HOLX
$728K 0.02%
16,039
+2,071
+15% +$91.4K
HP icon
421
Helmerich & Payne
HP
$3.71B
$724K 0.02%
13,319
-437
-3% -$25.6K
NWL icon
422
Newell Brands
NWL
$2.56B
$719K 0.02%
13,405
-1,363
-9% -$69.1K
IWS icon
423
iShares Russell Mid-Cap Value ETF
IWS
$16B
$717K 0.02%
8,530
-285
-3% -$23.7K
QUOT
424
DELISTED
Quotient Technology Inc
QUOT
$717K 0.02%
62,334
– –
J icon
425
Jacobs Solutions
J
$17B
$711K 0.02%
15,818
-415
-3% -$18.5K
15 16
17
18 19

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BAM
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ACI
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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.