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
RGNX icon
426
Regenxbio
RGNX
$708M
$560K 0.02%
17,000
-150
-0.9% -$3.38K
MAT icon
427
Mattel
MAT
$4.23B
$555K 0.02%
35,802
-1,534
-4% -$27.4K
JCI icon
428
Johnson Controls International
JCI
$92.2B
$554K 0.02%
13,739
-4,089
-23% -$165K
VOD icon
429
Vodafone
VOD
$37.4B
$553K 0.02%
19,446
-6,582
-25% -$190K
AGO icon
430
Assured Guaranty
AGO
$3.34B
$550K 0.02%
14,572
+2,387
+20% +$102K
AXON
431
Axon Enterprise
AXON
$46.4B
$549K 0.02%
24,200
– –
PDBC icon
432
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.42B
$549K 0.02%
+32,598
New +$531K
DF
433
DELISTED
Dean Foods Company
DF
$549K 0.02%
50,462
– –
MSCC
434
DELISTED
Microsemi Corp
MSCC
$533K 0.02%
+10,337
New +$520K
FAST icon
435
Fastenal
FAST
$59.5B
$529K 0.02%
46,452
-4,468
-9% -$48.1K
TTSH
436
DELISTED
Tile Shop Holdings
TTSH
$528K 0.02%
41,579
-5
-0% -$78
HR icon
437
Healthcare Realty
HR
$6.84B
$518K 0.02%
17,397
– –
HCKT icon
438
Hackett Group
HCKT
$287M
$511K 0.02%
33,659
– –
EDR
439
DELISTED
Education Realty Trust Inc
EDR
$506K 0.02%
14,080
+81
+0.6% +$3.1K
CGW icon
440
Invesco S&P Global Water Index ETF
CGW
$1.08B
$502K 0.02%
14,578
+500
+4% +$16.7K
FCX icon
441
Freeport-McMoran
FCX
$97.5B
$501K 0.02%
35,646
+12,260
+52% +$172K
FTAI icon
442
FTAI Aviation
FTAI
$22.2B
$498K 0.02%
32,302
+6,546
+25% +$95.8K
HPE icon
443
Hewlett Packard
HPE
$70.5B
$496K 0.02%
33,705
-8,933
-21% -$122K
NWL icon
444
Newell Brands
NWL
$2.56B
$494K 0.02%
11,563
-1,842
-14% -$90.1K
BKU icon
445
Bankunited
BKU
$3.36B
$490K 0.02%
13,789
+96
+0.7% +$3.23K
RPAI
446
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$484K 0.02%
36,869
-213
-0.6% -$2.79K
MRT
447
DELISTED
MedEquities Realty Trust, Inc.
MRT
$464K 0.02%
+40,675
New +$482K
CRCM
448
DELISTED
CARE.COM, INC.
CRCM
$456K 0.02%
28,707
– –
DHC
449
Diversified Healthcare Trust
DHC
$2.14B
$445K 0.01%
22,756
– –
JRVR icon
450
James River Group Holdings
JRVR
$217M
$440K 0.01%
10,615
+2,502
+31% +$99.9K
16 17
18
19 20

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.