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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
UNH icon
26
UnitedHealth
UNH
$370B
$24.3M 0.81%
124,267
+24,367
+24% +$4.71M
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.33T
$24.3M 0.81%
498,120
-29,520
-6% -$1.4M
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.13T
$24.2M 0.81%
131,763
+1,844
+1% +$326K
ORCL icon
29
Oracle
ORCL
$423B
$24.1M 0.81%
497,761
+8,901
+2% +$443K
TMO icon
30
Thermo Fisher Scientific
TMO
$220B
$23.4M 0.78%
123,853
-1,212
-1% -$220K
SPY icon
31
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$22.8M 0.76%
90,922
-2,224
-2% -$548K
PFE icon
32
Pfizer
PFE
$153B
$22.8M 0.76%
674,208
+15,062
+2% +$484K
GLD icon
33
SPDR Gold Trust
GLD
$141B
$22.7M 0.76%
187,072
-6,152
-3% -$748K
BKNG icon
34
Booking.com
BKNG
$161B
$21.9M 0.73%
298,500
-1,700
-0.6% -$129K
AMGN icon
35
Amgen
AMGN
$222B
$21.7M 0.73%
116,511
+6,418
+6% +$1.14M
T icon
36
AT&T
T
$163B
$21.5M 0.72%
725,764
-5,345
-0.7% -$152K
IBM icon
37
IBM
IBM
$224B
$21.4M 0.72%
154,479
-12,293
-7% -$1.71M
META icon
38
Meta Platforms (Facebook)
META
$1.51T
$21.2M 0.71%
124,290
+5,146
+4% +$859K
SLB icon
39
SLB Ltd
SLB
$75B
$20.9M 0.7%
299,567
+4,691
+2% +$310K
KEY icon
40
KeyCorp
KEY
$24.4B
$20.2M 0.68%
1,073,863
+18,493
+2% +$335K
ABT icon
41
Abbott
ABT
$187B
$19.5M 0.65%
365,009
+6,103
+2% +$306K
MDT icon
42
Medtronic
MDT
$112B
$19.5M 0.65%
250,443
+1,437
+0.6% +$119K
VZ icon
43
Verizon
VZ
$196B
$19.2M 0.64%
388,500
+60
+0% +$2.82K
CELG
44
DELISTED
Celgene Corp
CELG
$18.9M 0.63%
129,916
-1,346
-1% -$183K
BLK icon
45
Blackrock
BLK
$176B
$18.4M 0.62%
41,256
-579
-1% -$247K
CVS icon
46
CVS Health
CVS
$122B
$18.3M 0.61%
224,868
-4,511
-2% -$357K
WFC icon
47
Wells Fargo
WFC
$264B
$18M 0.6%
326,060
-2,997
-0.9% -$159K
NEE icon
48
NextEra Energy
NEE
$177B
$17.9M 0.6%
489,096
+17,880
+4% +$655K
MET icon
49
MetLife
MET
$62.4B
$16.4M 0.55%
315,841
-41,538
-12% -$2.02M
AMZN icon
50
Amazon
AMZN
$2.96T
$16.4M 0.55%
340,360
+8,540
+3% +$419K
1
2
3 4 5

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BAM
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ACI
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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.