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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
IYM icon
426
iShares US Basic Materials ETF
IYM
$1.02B
$647K 0.02%
7,260
– –
VEA icon
427
Vanguard FTSE Developed Markets ETF
VEA
$236B
$645K 0.02%
16,403
+14,935
+1,017% +$572K
GBCI icon
428
Glacier Bancorp
GBCI
$6.3B
$631K 0.02%
18,618
-941
-5% -$33.3K
MUB icon
429
iShares National Muni Bond ETF
MUB
$45.8B
$618K 0.02%
5,675
-1,303
-19% -$141K
GM icon
430
General Motors
GM
$76.4B
$616K 0.02%
17,434
-3,201
-16% -$117K
SPGI icon
431
S&P Global
SPGI
$121B
$616K 0.02%
4,707
+3,807
+423% +$473K
APLE icon
432
Apple Hospitality REIT
APLE
$3.72B
$615K 0.02%
32,212
+41
+0.1% +$808
FTS icon
433
Fortis
FTS
$28.2B
$615K 0.02%
18,549
-34,841
-65% -$1.11M
BIIB icon
434
Biogen
BIIB
$30.8B
$614K 0.02%
2,244
+754
+51% +$213K
AYR
435
DELISTED
Aircastle Ltd
AYR
$612K 0.02%
25,345
– –
SSNC icon
436
SS&C Technologies
SSNC
$18.7B
$609K 0.02%
17,224
+126
+0.7% +$4.24K
CTSH icon
437
Cognizant
CTSH
$25.9B
$598K 0.02%
10,038
-542
-5% -$31.2K
DAL icon
438
Delta Air Lines
DAL
$59B
$598K 0.02%
13,019
-1,954
-13% -$95.4K
BAH icon
439
Booz Allen Hamilton
BAH
$9.22B
$597K 0.02%
16,863
-8,958
-35% -$320K
HBAN icon
440
Huntington Bancshares
HBAN
$35.5B
$595K 0.02%
44,444
+2,728
+7% +$37.3K
QUOT
441
DELISTED
Quotient Technology Inc
QUOT
$595K 0.02%
62,334
– –
HOLX
442
DELISTED
Hologic
HOLX
$594K 0.02%
13,968
+12,818
+1,115% +$523K
CDK
443
DELISTED
CDK Global, Inc.
CDK
$594K 0.02%
9,149
-847
-8% -$54.2K
CAH icon
444
Cardinal Health
CAH
$55.8B
$593K 0.02%
7,272
+3,492
+92% +$275K
INFO
445
DELISTED
IHS Markit Ltd. Common Shares
INFO
$592K 0.02%
14,112
-44,406
-76% -$1.76M
DISCK
446
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$588K 0.02%
20,748
+8,783
+73% +$241K
CAA
447
DELISTED
CalAtlantic Group, Inc.
CAA
$583K 0.02%
15,568
-501
-3% -$17.7K
RDC
448
DELISTED
Rowan Companies Plc
RDC
$576K 0.02%
36,964
+18,776
+103% +$331K
WY icon
449
Weyerhaeuser
WY
$18.1B
$574K 0.02%
16,911
-1,258
-7% -$40.9K
IXJ icon
450
iShares Global Healthcare ETF
IXJ
$4.22B
$573K 0.02%
11,158
-310
-3% -$15.5K
16 17
18
19 20

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SCC
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BAM
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ACI
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ACM
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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.