We are live on ! Find out more
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
EPM icon
401
Evolution Petroleum
EPM
$131M
$722K 0.02%
100,316
-20,000
-17% -$151K
AHL
402
DELISTED
ASPEN Insurance Holding Limited
AHL
$709K 0.02%
17,553
-1,404
-7% -$64.9K
HP icon
403
Helmerich & Payne
HP
$3.71B
$708K 0.02%
13,576
+257
+2% +$12.7K
VRE
404
DELISTED
Veris Residential
VRE
$707K 0.02%
29,803
– –
DST
405
DELISTED
DST Systems Inc.
DST
$704K 0.02%
12,833
-126
-1% -$6.9K
SCHA icon
406
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$699K 0.02%
41,492
-1,868
-4% -$30K
CPE
407
DELISTED
Callon Petroleum Company
CPE
$688K 0.02%
6,118
+296
+5% +$31.5K
ORI icon
408
Old Republic International
ORI
$10.4B
$685K 0.02%
34,785
+147
+0.4% +$2.85K
SSNC icon
409
SS&C Technologies
SSNC
$18.6B
$682K 0.02%
16,995
-668
-4% -$25.8K
TER icon
410
Teradyne
TER
$59.3B
$681K 0.02%
18,252
+104
+0.6% +$3.6K
RMR icon
411
The RMR Group
RMR
$332M
$677K 0.02%
13,187
-33
-0.2% -$1.63K
RWO icon
412
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$665K 0.02%
13,929
-2,733
-16% -$131K
HTLD icon
413
Heartland Express
HTLD
$956M
$657K 0.02%
26,195
-2,117
-7% -$46.1K
PEI
414
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$638K 0.02%
4,057
– –
JBGS
415
JBG SMITH
JBGS
$708M
$629K 0.02%
+18,391
New +$623K
KRO icon
416
KRONOS Worldwide
KRO
$989M
$628K 0.02%
27,517
– –
HBAN icon
417
Huntington Bancshares
HBAN
$35.5B
$611K 0.02%
43,782
+169
+0.4% +$2.22K
APLE icon
418
Apple Hospitality REIT
APLE
$3.82B
$609K 0.02%
32,216
– –
WBD icon
419
Warner Bros
WBD
$67.1B
$605K 0.02%
28,416
+15,294
+117% +$360K
HOLX
420
DELISTED
Hologic
HOLX
$585K 0.02%
15,936
-103
-0.6% -$4.16K
DAL icon
421
Delta Air Lines
DAL
$60.1B
$584K 0.02%
12,108
-417
-3% -$20.8K
EFV icon
422
iShares MSCI EAFE Value ETF
EFV
$30.2B
$583K 0.02%
10,679
+95
+0.9% +$5.04K
CAA
423
DELISTED
CalAtlantic Group, Inc.
CAA
$573K 0.02%
15,655
-901
-5% -$32K
AYR
424
DELISTED
Aircastle Ltd
AYR
$563K 0.02%
25,253
-92
-0.4% -$2.05K
UDR icon
425
UDR
UDR
$12.3B
$562K 0.02%
14,772
– –
15 16
17
18 19

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.