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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
ASH icon
476
Ashland
ASH
$3.45B
$466K 0.02%
7,694
+246
+3% +$14.3K
VWR
477
DELISTED
VWR Corporation
VWR
$466K 0.02%
16,521
+4,162
+34% +$111K
IYH icon
478
iShares US Healthcare ETF
IYH
$3.77B
$460K 0.02%
14,755
-2,515
-15% -$76.8K
GRP.U
479
DELISTED
Granite Real Estate Investment Trust
GRP.U
$456K 0.02%
+13,048
New +$444K
AGO icon
480
Assured Guaranty
AGO
$3.36B
$454K 0.02%
12,223
-1,405
-10% -$55.7K
DVY icon
481
iShares Select Dividend ETF
DVY
$23.6B
$454K 0.02%
4,980
-2,570
-34% -$233K
SCHA icon
482
Schwab U.S Small- Cap ETF
SCHA
$23B
$450K 0.02%
28,560
+15,292
+115% +$239K
DHC
483
Diversified Healthcare Trust
DHC
$2.04B
$447K 0.02%
22,056
– –
EAT icon
484
Brinker International
EAT
$9.76B
$446K 0.02%
10,145
+865
+9% +$38.3K
CGW icon
485
Invesco S&P Global Water Index ETF
CGW
$1.07B
$444K 0.02%
14,278
-1,225
-8% -$36.6K
ISLE
486
DELISTED
Isle of Capri Casinos Inc
ISLE
$443K 0.02%
16,801
-16,790
-50% -$416K
ES icon
487
Eversource Energy
ES
$26.8B
$442K 0.02%
7,520
+4,990
+197% +$284K
SYT
488
DELISTED
Syngenta Ag
SYT
$442K 0.02%
4,990
-4,101
-45% -$351K
HUBB icon
489
Hubbell
HUBB
$26.7B
$441K 0.02%
3,674
– –
EFX icon
490
Equifax
EFX
$21.3B
$438K 0.02%
3,201
+101
+3% +$12.8K
GGG icon
491
Graco
GGG
$13.5B
$438K 0.02%
13,953
+8,256
+145% +$249K
EXP icon
492
Eagle Materials
EXP
$6.47B
$429K 0.02%
+4,417
New +$450K
BUFF
493
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
$423K 0.01%
+18,376
New +$451K
DBO icon
494
Invesco DB Oil Fund
DBO
$390M
$422K 0.01%
47,979
– –
VTI icon
495
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$419K 0.01%
3,456
+3,130
+960% +$375K
CPRI icon
496
Capri Holdings
CPRI
$1.75B
$418K 0.01%
10,961
-580
-5% -$22.8K
TRUE
497
DELISTED
TrueCar
TRUE
$417K 0.01%
26,970
– –
WASH icon
498
Washington Trust Bancorp
WASH
$735M
$417K 0.01%
8,450
+250
+3% +$13.3K
RTN
499
DELISTED
Raytheon Company
RTN
$416K 0.01%
2,729
-2,399
-47% -$361K
CCEP icon
500
Coca-Cola Europacific Partners
CCEP
$46.9B
$415K 0.01%
11,010
-26,315
-71% -$918K
18 19
20
21 22

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BAM
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ACI
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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.