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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
CVCO icon
451
Cavco Industries
CVCO
$4.55B
$620K 0.02%
4,786
+635
+15% +$75.8K
CPE
452
DELISTED
Callon Petroleum Company
CPE
$618K 0.02%
5,822
+283
+5% +$33.2K
BIIB icon
453
Biogen
BIIB
$30.7B
$616K 0.02%
2,269
+25
+1% +$6.61K
AXON
454
Axon Enterprise
AXON
$46.4B
$608K 0.02%
24,200
– –
CTSH icon
455
Cognizant
CTSH
$26B
$606K 0.02%
9,138
-900
-9% -$57.2K
APLE icon
456
Apple Hospitality REIT
APLE
$3.82B
$603K 0.02%
32,216
+4
+0% +$76
IBKC
457
DELISTED
IBERIABANK Corp
IBKC
$600K 0.02%
7,365
-1,682
-19% -$134K
HBAN icon
458
Huntington Bancshares
HBAN
$35.5B
$590K 0.02%
43,613
-831
-2% -$10.8K
HTLD icon
459
Heartland Express
HTLD
$956M
$589K 0.02%
28,312
-104
-0.4% -$2.07K
IXJ icon
460
iShares Global Healthcare ETF
IXJ
$4.18B
$588K 0.02%
10,758
-400
-4% -$21.3K
MSI icon
461
Motorola Solutions
MSI
$77.4B
$587K 0.02%
6,774
-900
-12% -$76.4K
CAA
462
DELISTED
CalAtlantic Group, Inc.
CAA
$585K 0.02%
16,556
+988
+6% +$35.9K
GGG icon
463
Graco
GGG
$13.5B
$578K 0.02%
15,840
+1,887
+14% +$66.9K
UDR icon
464
UDR
UDR
$12.3B
$576K 0.02%
14,772
– –
TUP
465
DELISTED
Tupperware Brands Corporation
TUP
$560K 0.02%
7,982
-172
-2% -$12K
FAST icon
466
Fastenal
FAST
$59.5B
$554K 0.02%
50,920
-776
-2% -$8.71K
CHGG icon
467
Chegg
CHGG
$102M
$553K 0.02%
+45,000
New +$489K
CHRW icon
468
C.H. Robinson
CHRW
$17.5B
$552K 0.02%
8,030
-486
-6% -$34.4K
AYR
469
DELISTED
Aircastle Ltd
AYR
$551K 0.02%
25,345
– –
CMP icon
470
Compass Minerals
CMP
$1.15B
$549K 0.02%
8,399
+133
+2% +$8.85K
HPE icon
471
Hewlett Packard
HPE
$70.5B
$549K 0.02%
42,638
-17,239
-29% -$240K
VWR
472
DELISTED
VWR Corporation
VWR
$549K 0.02%
16,604
+83
+0.5% +$2.6K
BABA icon
473
Alibaba
BABA
$308B
$548K 0.02%
3,887
+300
+8% +$37K
EFV icon
474
iShares MSCI EAFE Value ETF
EFV
$29.4B
$547K 0.02%
+10,584
New +$547K
TER icon
475
Teradyne
TER
$59.3B
$545K 0.02%
18,148
+316
+2% +$10.6K
17 18
19
20 21

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BAM
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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.