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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
ROST icon
426
Ross Stores
ROST
$81.9B
$710K 0.02%
12,306
+156
+1% +$9.74K
TPH
427
DELISTED
Tri Pointe Homes
TPH
$708K 0.02%
53,694
-100
-0.2% -$1.25K
TSLA icon
428
Tesla
TSLA
$1.3T
$702K 0.02%
29,115
+2,970
+11% +$65.4K
SCHA icon
429
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$692K 0.02%
43,360
+14,800
+52% +$234K
PEI
430
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$689K 0.02%
4,057
– –
TCBI icon
431
Texas Capital Bancshares
TCBI
$4.32B
$685K 0.02%
8,842
+351
+4% +$27K
SSNC icon
432
SS&C Technologies
SSNC
$18.6B
$678K 0.02%
17,663
+439
+3% +$16.4K
ORI icon
433
Old Republic International
ORI
$10.4B
$676K 0.02%
34,638
+83
+0.2% +$1.66K
AEO icon
434
American Eagle Outfitters
AEO
$3.01B
$675K 0.02%
55,995
– –
DAL icon
435
Delta Air Lines
DAL
$60.1B
$673K 0.02%
12,525
-494
-4% -$24.2K
CTLT
436
DELISTED
CATALENT, INC.
CTLT
$665K 0.02%
18,952
+356
+2% +$11.7K
SPGI icon
437
S&P Global
SPGI
$120B
$658K 0.02%
4,507
-200
-4% -$27.8K
FINL
438
DELISTED
Finish Line
FINL
$658K 0.02%
46,425
– –
MGPI icon
439
MGP Ingredients
MGPI
$375M
$653K 0.02%
12,771
– –
BAH icon
440
Booz Allen Hamilton
BAH
$9.15B
$651K 0.02%
20,001
+3,138
+19% +$113K
SCZ icon
441
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$649K 0.02%
+11,226
New +$640K
IYM icon
442
iShares US Basic Materials ETF
IYM
$1.25B
$648K 0.02%
7,260
– –
VAR
443
DELISTED
Varian Medical Systems, Inc.
VAR
$648K 0.02%
6,279
+40
+0.6% +$3.85K
XLV icon
444
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$646K 0.02%
8,150
-5,207
-39% -$397K
RMR icon
445
The RMR Group
RMR
$332M
$643K 0.02%
13,220
-199
-1% -$10K
XYZ
446
Block Inc
XYZ
$47.5B
$640K 0.02%
27,263
+26,563
+3,795% +$549K
GM icon
447
General Motors
GM
$76.8B
$634K 0.02%
18,149
+715
+4% +$24.3K
APO icon
448
Apollo Global Management
APO
$73.4B
$631K 0.02%
23,845
+22,195
+1,345% +$591K
IMKTA icon
449
Ingles Markets
IMKTA
$1.67B
$628K 0.02%
18,860
– –
MUB icon
450
iShares National Muni Bond ETF
MUB
$45.5B
$625K 0.02%
5,675
– –
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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PP
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MXM
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OSIA
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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.