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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
LAD icon
501
Lithia Motors
LAD
$8.24B
$413K 0.01%
4,821
+1,796
+59% +$174K
FCX icon
502
Freeport-McMoran
FCX
$99B
$410K 0.01%
30,712
-5,875
-16% -$84.4K
IWP icon
503
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$409K 0.01%
7,888
-728
-8% -$37.2K
SDY icon
504
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$401K 0.01%
4,545
+500
+12% +$43.7K
XLB icon
505
State Street Materials Select Sector SPDR ETF
XLB
$8.67B
$401K 0.01%
15,310
-4,118
-21% -$107K
SCHF icon
506
Schwab International Equity ETF
SCHF
$68.4B
$400K 0.01%
26,834
+6,226
+30% +$90.4K
PGEM
507
DELISTED
Ply Gem Holdings, Inc.
PGEM
$400K 0.01%
20,286
– –
MRO
508
DELISTED
Marathon Oil Corporation
MRO
$395K 0.01%
25,011
-800
-3% -$13.1K
LSXMK
509
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$389K 0.01%
+13,179
New +$372K
AFI
510
DELISTED
Armstrong Flooring, Inc.
AFI
$389K 0.01%
+21,116
New +$428K
EW icon
511
Edwards Lifesciences
EW
$53.2B
$388K 0.01%
12,360
-9,087
-42% -$284K
BABA icon
512
Alibaba
BABA
$314B
$387K 0.01%
3,587
-7,725
-68% -$786K
AGG icon
513
iShares Core US Aggregate Bond ETF
AGG
$137B
$384K 0.01%
3,535
+193
+6% +$20.9K
VGT icon
514
Vanguard Information Technology ETF
VGT
$148B
$384K 0.01%
22,680
+4,024
+22% +$65.8K
GXP
515
DELISTED
Great Plains Energy Incorporated
GXP
$384K 0.01%
13,126
-2,574
-16% -$72.3K
WBD icon
516
Warner Bros
WBD
$67.7B
$382K 0.01%
13,122
+13,057
+20,088% +$366K
YUMC icon
517
Yum China
YUMC
$16.4B
$380K 0.01%
13,988
-2,057
-13% -$55K
TGNA
518
DELISTED
TEGNA Inc
TGNA
$378K 0.01%
23,023
+704
+3% +$10.8K
AMLP icon
519
Alerian MLP ETF
AMLP
$13.2B
$376K 0.01%
5,921
-2,170
-27% -$139K
MIK
520
DELISTED
Michaels Stores, Inc
MIK
$367K 0.01%
16,419
+1,382
+9% +$29.1K
EQC
521
DELISTED
Equity Commonwealth
EQC
$362K 0.01%
11,598
– –
INVX
522
Innovex International
INVX
$2B
$360K 0.01%
6,592
-260
-4% -$15.5K
NUE icon
523
Nucor
NUE
$62.6B
$359K 0.01%
6,010
+750
+14% +$45.8K
PDCE
524
DELISTED
PDC Energy, Inc.
PDCE
$357K 0.01%
5,733
+96
+2% +$6.74K
QEP
525
DELISTED
QEP RESOURCES, INC.
QEP
$355K 0.01%
27,901
-503
-2% -$7.92K
19 20
21
22 23

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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.