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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
IAU icon
26
iShares Gold Trust
IAU
$67.5B
$24.4M 0.85%
1,015,184
+77,057
+8% +$1.81M
GLD icon
27
SPDR Gold Trust
GLD
$141B
$23.5M 0.82%
197,764
-1,366
-0.7% -$159K
V icon
28
Visa
V
$677B
$22.5M 0.78%
252,885
-17,460
-6% -$1.5M
SLB icon
29
SLB Ltd
SLB
$75B
$22.2M 0.78%
284,564
+48,514
+21% +$3.97M
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.33T
$22.2M 0.77%
522,960
+78,400
+18% +$3.3M
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.13T
$22.1M 0.77%
132,488
-3,678
-3% -$615K
ORCL icon
32
Oracle
ORCL
$423B
$21.8M 0.76%
489,348
-11,059
-2% -$460K
PFE icon
33
Pfizer
PFE
$153B
$21.5M 0.75%
663,372
-22,998
-3% -$725K
BKNG icon
34
Booking.com
BKNG
$161B
$21.2M 0.74%
297,625
+40,275
+16% +$2.66M
MDT icon
35
Medtronic
MDT
$112B
$19.9M 0.69%
247,032
-5,713
-2% -$446K
VZ icon
36
Verizon
VZ
$196B
$19.7M 0.69%
404,764
+59
+0% +$2.96K
TMO icon
37
Thermo Fisher Scientific
TMO
$220B
$19.7M 0.69%
128,120
-10,920
-8% -$1.67M
WFC icon
38
Wells Fargo
WFC
$264B
$19.1M 0.67%
343,814
-54,190
-14% -$3.07M
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$18.6M 0.65%
79,044
+20,461
+35% +$4.75M
CVS icon
40
CVS Health
CVS
$122B
$18.5M 0.64%
235,536
-13,602
-5% -$1.09M
KEY icon
41
KeyCorp
KEY
$24.4B
$18.4M 0.64%
1,035,599
+50,234
+5% +$919K
GSG icon
42
iShares S&P GSCI Commodity-Indexed Trust
GSG
$968M
$18.1M 0.63%
1,218,126
-14,224
-1% -$216K
AMGN icon
43
Amgen
AMGN
$222B
$17.5M 0.61%
106,882
+8,579
+9% +$1.43M
MET icon
44
MetLife
MET
$62.1B
$17.4M 0.61%
369,959
-56,293
-13% -$2.68M
TJX icon
45
TJX Companies
TJX
$178B
$17.4M 0.61%
438,820
-7,068
-2% -$272K
COF icon
46
Capital One
COF
$134B
$17.2M 0.6%
198,748
-17,277
-8% -$1.54M
GILD icon
47
Gilead Sciences
GILD
$165B
$16.8M 0.59%
247,563
-31,247
-11% -$2.2M
CELG
48
DELISTED
Celgene Corp
CELG
$16.3M 0.57%
131,109
-5,208
-4% -$623K
UNH icon
49
UnitedHealth
UNH
$370B
$16.3M 0.57%
99,271
-1,926
-2% -$315K
COST icon
50
Costco
COST
$420B
$15.9M 0.56%
95,073
-1,435
-1% -$240K
1
2
3 4 5

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SCC
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BAM
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ACI
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ACM
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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.