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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
+3.33%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$2.95B
AUM Growth
+$79.7M
Cap. Flow
+$2.12M
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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.43T
$24.5M 0.83%
527,640
+4,680
+0.9% +$219K
ORCL icon
27
Oracle
ORCL
$416B
$24.5M 0.83%
488,860
-488
-0.1% -$22.2K
V icon
28
Visa
V
$688B
$23.1M 0.78%
246,562
-6,323
-3% -$587K
GLD icon
29
SPDR Gold Trust
GLD
$138B
$22.8M 0.77%
193,224
-4,540
-2% -$543K
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$22.5M 0.76%
93,146
+14,102
+18% +$3.38M
BKNG icon
31
Booking.com
BKNG
$160B
$22.5M 0.76%
300,200
+2,575
+0.9% +$189K
MDT icon
32
Medtronic
MDT
$110B
$22.1M 0.75%
249,006
+1,974
+0.8% +$166K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.12T
$22M 0.75%
129,919
-2,569
-2% -$427K
TMO icon
34
Thermo Fisher Scientific
TMO
$214B
$21.8M 0.74%
125,065
-3,055
-2% -$513K
PFE icon
35
Pfizer
PFE
$147B
$21M 0.71%
659,146
-4,226
-0.6% -$133K
T icon
36
AT&T
T
$158B
$20.8M 0.71%
731,109
-122,184
-14% -$3.6M
KEY icon
37
KeyCorp
KEY
$24.8B
$19.8M 0.67%
1,055,370
+19,771
+2% +$358K
SLB icon
38
SLB Ltd
SLB
$74.1B
$19.4M 0.66%
294,876
+10,312
+4% +$739K
AMGN icon
39
Amgen
AMGN
$220B
$19M 0.64%
110,093
+3,211
+3% +$522K
UNH icon
40
UnitedHealth
UNH
$375B
$18.5M 0.63%
99,900
+629
+0.6% +$110K
CVS icon
41
CVS Health
CVS
$126B
$18.5M 0.63%
229,379
-6,157
-3% -$486K
WFC icon
42
Wells Fargo
WFC
$270B
$18.2M 0.62%
329,057
-14,757
-4% -$791K
META icon
43
Meta Platforms (Facebook)
META
$1.5T
$18M 0.61%
119,144
+14,368
+14% +$2.14M
BLK icon
44
Blackrock
BLK
$176B
$17.7M 0.6%
41,835
+298
+0.7% +$119K
MET icon
45
MetLife
MET
$61.9B
$17.5M 0.59%
357,379
-12,580
-3% -$584K
ABT icon
46
Abbott
ABT
$183B
$17.4M 0.59%
358,906
+8,477
+2% +$384K
VZ icon
47
Verizon
VZ
$193B
$17.3M 0.59%
388,440
-16,324
-4% -$760K
CELG
48
DELISTED
Celgene Corp
CELG
$17M 0.58%
131,262
+153
+0.1% +$18.7K
CB icon
49
Chubb
CB
$136B
$17M 0.58%
117,086
+848
+0.7% +$119K
MO icon
50
Altria Group
MO
$114B
$16.8M 0.57%
224,931
+6,632
+3% +$485K
1
2
3 4 5

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.