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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
HTLD icon
451
Heartland Express
HTLD
$945M
$570K 0.02%
28,416
-1,877
-6% -$38.1K
CEB
452
DELISTED
CEB Inc.
CEB
$570K 0.02%
7,248
-224
-3% -$17.2K
VAR
453
DELISTED
Varian Medical Systems, Inc.
VAR
$569K 0.02%
6,239
-1,122
-15% -$93.6K
EDR
454
DELISTED
Education Realty Trust Inc
EDR
$568K 0.02%
13,894
– –
CMP icon
455
Compass Minerals
CMP
$1.12B
$561K 0.02%
8,266
-309
-4% -$23.5K
EDGW
456
DELISTED
Edgewater Technology Inc
EDGW
$557K 0.02%
74,830
– –
TER icon
457
Teradyne
TER
$58.6B
$555K 0.02%
17,832
+1,832
+11% +$52.4K
AXON
458
Axon Enterprise
AXON
$47.4B
$552K 0.02%
24,200
– –
HR icon
459
Healthcare Realty
HR
$6.74B
$536K 0.02%
17,027
– –
UDR icon
460
UDR
UDR
$12.1B
$536K 0.02%
14,772
– –
RPAI
461
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$535K 0.02%
37,090
+20
+0.1% +$298
ALKS icon
462
Alkermes
ALKS
$8.24B
$532K 0.02%
9,092
+226
+3% +$12.8K
BKU icon
463
Bankunited
BKU
$3.36B
$529K 0.02%
14,161
+798
+6% +$30.4K
CTLT
464
DELISTED
CATALENT, INC.
CTLT
$527K 0.02%
18,596
-78
-0.4% -$2.18K
AZN icon
465
AstraZeneca
AZN
$249B
$524K 0.02%
8,419
-29,059
-78% -$1.69M
IDCC icon
466
InterDigital
IDCC
$8.85B
$521K 0.02%
+6,033
New +$542K
TUP
467
DELISTED
Tupperware Brands Corporation
TUP
$512K 0.02%
8,154
-522
-6% -$30.9K
TFCFA
468
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$510K 0.02%
15,735
+85
+0.5% +$2.6K
MD icon
469
Pediatrix Medical
MD
$2.12B
$494K 0.02%
7,114
-7,160
-50% -$497K
IJH icon
470
iShares Core S&P Mid-Cap ETF
IJH
$127B
$488K 0.02%
14,240
+1,525
+12% +$51.9K
LUMN icon
471
Lumen
LUMN
$6.61B
$487K 0.02%
20,676
+9,164
+80% +$224K
TSLA icon
472
Tesla
TSLA
$1.3T
$485K 0.02%
26,145
-1,275
-5% -$21.6K
CVCO icon
473
Cavco Industries
CVCO
$4.49B
$483K 0.02%
4,151
+653
+19% +$70.9K
FCPT icon
474
Four Corners Property Trust
FCPT
$2.7B
$479K 0.02%
21,003
+8,236
+65% +$177K
BJRI icon
475
BJ's Restaurants
BJRI
$1.47B
$475K 0.02%
11,768
+527
+5% +$19.5K
17 18
19
20 21

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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.