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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
+3.34%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.95B
AUM Growth
+$79.7M
Cap. Flow
+$2.05M
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
ALKS icon
476
Alkermes
ALKS
$8.25B
$544K 0.02%
9,389
+297
+3% +$17.3K
HR icon
477
Healthcare Realty
HR
$6.84B
$542K 0.02%
17,397
+370
+2% +$11.7K
EDR
478
DELISTED
Education Realty Trust Inc
EDR
$542K 0.02%
13,999
+105
+0.8% +$4.11K
WY icon
479
Weyerhaeuser
WY
$18.4B
$539K 0.02%
16,091
-820
-5% -$27.6K
EXP icon
480
Eagle Materials
EXP
$6.57B
$527K 0.02%
5,700
+1,283
+29% +$123K
DISCK
481
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$523K 0.02%
20,748
– –
RTN
482
DELISTED
Raytheon Company
RTN
$523K 0.02%
3,238
+509
+19% +$80.7K
HCKT icon
483
Hackett Group
HCKT
$287M
$522K 0.02%
33,659
-27,213
-45% -$461K
GRP.U
484
DELISTED
Granite Real Estate Investment Trust
GRP.U
$515K 0.02%
13,048
– –
SCHF icon
485
Schwab International Equity ETF
SCHF
$68.7B
$511K 0.02%
32,130
+5,296
+20% +$82.2K
AGO icon
486
Assured Guaranty
AGO
$3.34B
$509K 0.02%
12,185
-38
-0.3% -$1.5K
KRO icon
487
KRONOS Worldwide
KRO
$989M
$501K 0.02%
+27,517
New +$488K
ES icon
488
Eversource Energy
ES
$27.2B
$491K 0.02%
8,082
+562
+7% +$34.1K
IYH icon
489
iShares US Healthcare ETF
IYH
$3.71B
$488K 0.02%
14,675
-80
-0.5% -$2.56K
LAD icon
490
Lithia Motors
LAD
$8.26B
$488K 0.02%
5,173
+352
+7% +$31.8K
EW icon
491
Edwards Lifesciences
EW
$51.7B
$487K 0.02%
12,360
– –
IJH icon
492
iShares Core S&P Mid-Cap ETF
IJH
$127B
$487K 0.02%
13,995
-245
-2% -$8.46K
AMT icon
493
American Tower
AMT
$80.4B
$483K 0.02%
3,650
+1,625
+80% +$208K
CDK
494
DELISTED
CDK Global, Inc.
CDK
$477K 0.02%
7,697
-1,452
-16% -$91.1K
LUMN icon
495
Lumen
LUMN
$6.44B
$474K 0.02%
19,819
-857
-4% -$21.5K
IDCC icon
496
InterDigital
IDCC
$8.89B
$466K 0.02%
6,033
– –
DHC
497
Diversified Healthcare Trust
DHC
$2.14B
$465K 0.02%
22,756
+700
+3% +$14.9K
EFX icon
498
Equifax
EFX
$21.4B
$464K 0.02%
3,382
+181
+6% +$24.8K
BKU icon
499
Bankunited
BKU
$3.36B
$461K 0.02%
13,693
-468
-3% -$16.2K
CGW icon
500
Invesco S&P Global Water Index ETF
CGW
$1.08B
$459K 0.02%
14,078
-200
-1% -$6.45K
18 19
20
21 22

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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.