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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
RPAI
501
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$453K 0.02%
37,082
-8
-0% -$105
WASH icon
502
Washington Trust Bancorp
WASH
$741M
$451K 0.02%
8,750
+300
+4% +$14.9K
BJRI icon
503
BJ's Restaurants
BJRI
$1.48B
$447K 0.02%
12,014
+246
+2% +$10.4K
TFCFA
504
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$445K 0.02%
15,695
-40
-0.3% -$1.15K
CRCM
505
DELISTED
CARE.COM, INC.
CRCM
$433K 0.01%
28,707
+10,037
+54% +$140K
TRTN
506
DELISTED
Triton International Limited
TRTN
$429K 0.01%
12,826
– –
DVY icon
507
iShares Select Dividend ETF
DVY
$23.6B
$422K 0.01%
4,580
-400
-8% -$36.8K
CCEP icon
508
Coca-Cola Europacific Partners
CCEP
$47.9B
$419K 0.01%
10,299
-711
-6% -$28.1K
HUBB icon
509
Hubbell
HUBB
$27.2B
$416K 0.01%
3,674
– –
XLU icon
510
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$416K 0.01%
16,024
+8,322
+108% +$218K
XLB icon
511
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$414K 0.01%
15,384
+74
+0.5% +$1.97K
SDY icon
512
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$413K 0.01%
4,645
+100
+2% +$8.86K
IWP icon
513
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$402K 0.01%
7,438
-450
-6% -$23.9K
AGG icon
514
iShares Core US Aggregate Bond ETF
AGG
$138B
$401K 0.01%
3,663
+128
+4% +$14K
SLF icon
515
Sun Life Financial
SLF
$45.4B
$401K 0.01%
11,225
+4,930
+78% +$170K
DBO icon
516
Invesco DB Oil Fund
DBO
$366M
$400K 0.01%
49,568
+1,589
+3% +$13.3K
CPRI icon
517
Capri Holdings
CPRI
$1.74B
$397K 0.01%
10,961
– –
VGT icon
518
Vanguard Information Technology ETF
VGT
$149B
$396K 0.01%
22,488
-192
-0.8% -$3.38K
NUE icon
519
Nucor
NUE
$62.1B
$393K 0.01%
6,788
+778
+13% +$45.6K
GXP
520
DELISTED
Great Plains Energy Incorporated
GXP
$393K 0.01%
13,406
+280
+2% +$8.14K
AZN icon
521
AstraZeneca
AZN
$250B
$389K 0.01%
5,711
-2,708
-32% -$177K
QCP
522
DELISTED
Quality Care Properties, Inc.
QCP
$382K 0.01%
20,905
+20,425
+4,255% +$367K
AFI
523
DELISTED
Armstrong Flooring, Inc.
AFI
$379K 0.01%
21,116
– –
GVI icon
524
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$377K 0.01%
3,403
+235
+7% +$26K
FIS icon
525
Fidelity National Information Services
FIS
$22.1B
$373K 0.01%
4,366
+66
+2% +$5.52K
19 20
21
22 23

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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.