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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
CAR icon
476
Avis
CAR
$4.9B
$319K 0.01%
11,768
+11,710
+20,190% +$394K
LPSN icon
477
LivePerson
LPSN
$31.2M
$317K 0.01%
1,558
– –
SPSB icon
478
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$314K 0.01%
10,234
+104
+1% +$3.19K
AMLP icon
479
Alerian MLP ETF
AMLP
$13.3B
$308K 0.01%
5,491
-200
-4% -$11.4K
CIM
480
Chimera Investment
CIM
$980M
$299K 0.01%
5,262
+124
+2% +$7.04K
MRO
481
DELISTED
Marathon Oil Corporation
MRO
$293K 0.01%
21,555
-1,163
-5% -$13.8K
BMCH
482
DELISTED
BMC Stock Holdings, Inc
BMCH
$291K 0.01%
13,609
– –
MEET
483
DELISTED
The Meet Group, Inc. Common Stock
MEET
$291K 0.01%
80,000
-160,000
-67% -$682K
SIRI icon
484
SiriusXM
SIRI
$9.7B
$288K 0.01%
5,222
+132
+3% +$7.3K
BPY
485
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$283K 0.01%
12,133
+11,933
+5,967% +$281K
PKY
486
DELISTED
Parkway, Inc.
PKY
$283K 0.01%
12,274
– –
WU icon
487
Western Union
WU
$2.19B
$278K 0.01%
14,461
-1,200
-8% -$22.9K
SPN
488
DELISTED
Superior Energy Services, Inc.
SPN
$262K 0.01%
2,456
+97
+4% +$9.57K
KBAL
489
DELISTED
Kimball International
KBAL
$257K 0.01%
12,980
– –
RLJ icon
490
RLJ Lodging Trust
RLJ
$1.67B
$253K 0.01%
11,499
– –
DRH icon
491
Diamondrock Hospitality Co
DRH
$2.48B
$252K 0.01%
23,027
-26
-0.1% -$290
QEP
492
DELISTED
QEP RESOURCES, INC.
QEP
$247K 0.01%
28,909
+2,089
+8% +$17.1K
RM icon
493
Regional Management Corp
RM
$291M
$245K 0.01%
10,100
– –
UBNK
494
DELISTED
United Financial Bancorp, Inc.
UBNK
$236K 0.01%
12,902
-232
-2% -$4.03K
GLOP
495
DELISTED
GASLOG PARTNERS LP
GLOP
$233K 0.01%
10,043
– –
VG
496
DELISTED
Vonage Holdings Corporation
VG
$229K 0.01%
28,158
-121
-0.4% -$911
BCOV
497
DELISTED
Brightcove, Inc.
BCOV
$227K 0.01%
31,487
-1,730
-5% -$11.8K
MITK icon
498
Mitek Systems
MITK
$837M
$218K 0.01%
22,955
– –
HZN
499
DELISTED
Horizon Global Corporation
HZN
$215K 0.01%
+12,207
New +$199K
UAA icon
500
Under Armour
UAA
$2.5B
$211K 0.01%
12,773
-622
-5% -$11.4K
18 19
20
21 22

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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.