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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
+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
CCEP icon
451
Coca-Cola Europacific Partners
CCEP
$47.9B
$439K 0.01%
10,553
+254
+2% +$10.8K
RDC
452
DELISTED
Rowan Companies Plc
RDC
$436K 0.01%
33,964
-1,916
-5% -$20.6K
VEA icon
453
Vanguard FTSE Developed Markets ETF
VEA
$237B
$435K 0.01%
10,013
+5,116
+104% +$217K
DBO icon
454
Invesco DB Oil Fund
DBO
$366M
$434K 0.01%
49,362
-206
-0.4% -$1.71K
GXP
455
DELISTED
Great Plains Energy Incorporated
GXP
$428K 0.01%
14,147
+741
+6% +$22.7K
TRTN
456
DELISTED
Triton International Limited
TRTN
$427K 0.01%
12,826
– –
DISCK
457
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$420K 0.01%
20,748
– –
SLF icon
458
Sun Life Financial
SLF
$45.4B
$414K 0.01%
10,405
-820
-7% -$31.3K
MIK
459
DELISTED
Michaels Stores, Inc
MIK
$414K 0.01%
19,260
+1,937
+11% +$39.5K
TFCFA
460
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$401K 0.01%
15,188
-507
-3% -$14K
ZEUS
461
DELISTED
Olympic Steel
ZEUS
$389K 0.01%
17,689
-26,520
-60% -$487K
WY icon
462
Weyerhaeuser
WY
$18.4B
$388K 0.01%
11,430
-4,661
-29% -$153K
VWR
463
DELISTED
VWR Corporation
VWR
$384K 0.01%
11,605
-4,999
-30% -$165K
PK icon
464
Park Hotels & Resorts
PK
$2.97B
$375K 0.01%
13,617
+333
+3% +$8.91K
BJRI icon
465
BJ's Restaurants
BJRI
$1.48B
$372K 0.01%
12,205
+191
+2% +$6.19K
CZR icon
466
Caesars Entertainment
CZR
$6.14B
$368K 0.01%
14,366
– –
SHO icon
467
Sunstone Hotel Investors
SHO
$2.06B
$355K 0.01%
22,081
– –
EQC
468
DELISTED
Equity Commonwealth
EQC
$354K 0.01%
11,634
+36
+0.3% +$1.11K
PINC
469
DELISTED
Premier
PINC
$350K 0.01%
10,722
+994
+10% +$33.7K
UE icon
470
Urban Edge Properties
UE
$2.73B
$347K 0.01%
14,381
– –
PGEM
471
DELISTED
Ply Gem Holdings, Inc.
PGEM
$346K 0.01%
20,286
– –
LUMN icon
472
Lumen
LUMN
$6.44B
$341K 0.01%
18,054
-1,765
-9% -$37.2K
AB icon
473
AllianceBernstein
AB
$3.47B
$334K 0.01%
13,733
+310
+2% +$7.46K
IR icon
474
Ingersoll Rand
IR
$33.7B
$327K 0.01%
+11,863
New +$279K
QCP
475
DELISTED
Quality Care Properties, Inc.
QCP
$324K 0.01%
20,905
– –
17 18
19
20 21

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BAM
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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.