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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
BKT icon
501
BlackRock Income Trust
BKT
$341M
$192K 0.01%
10,184
+10
+0.1% +$189
RVT icon
502
Royce Value Trust
RVT
$2.3B
$188K 0.01%
11,887
-2,086
-15% -$30.9K
NWSA icon
503
News Corp Class A
NWSA
$15.4B
$187K 0.01%
14,112
+544
+4% +$7.36K
MPX
504
DELISTED
Marine Products Corp
MPX
$180K 0.01%
11,215
– –
TGNA
505
DELISTED
TEGNA Inc
TGNA
$177K 0.01%
13,235
-1,038
-7% -$13.9K
DBE icon
506
Invesco DB Energy Fund
DBE
$85.3M
$164K 0.01%
12,794
-772
-6% -$9.35K
DBRG icon
507
DigitalBridge
DBRG
$2.95B
$164K 0.01%
3,261
– –
OIL
508
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$162K 0.01%
30,055
– –
CUZ icon
509
Cousins Properties
CUZ
$4.88B
$161K 0.01%
+4,313
New +$157K
MFA
510
MFA Financial
MFA
$933M
$160K 0.01%
4,566
+1,368
+43% +$47.5K
ORN icon
511
Orion Group Holdings
ORN
$418M
$155K 0.01%
23,650
– –
DNP icon
512
DNP Select Income Fund
DNP
$4.09B
$142K ﹤0.01%
12,382
– –
NLY icon
513
Annaly Capital Management
NLY
$17.4B
$134K ﹤0.01%
2,747
+972
+55% +$47.6K
EDGW
514
DELISTED
Edgewater Technology Inc
EDGW
$130K ﹤0.01%
20,000
– –
TZOO icon
515
Travelzoo
TZOO
$75.4M
$90K ﹤0.01%
10,411
– –
GNW icon
516
Genworth Financial
GNW
$3.71B
$86K ﹤0.01%
22,303
-439
-2% -$1.57K
GSAT icon
517
Globalstar
GSAT
$10.8B
$82K ﹤0.01%
3,333
– –
CPSS icon
518
Consumer Portfolio Services
CPSS
$206M
$67K ﹤0.01%
14,640
-360
-2% -$1.53K
JCP
519
DELISTED
J.C. Penney Company, Inc.
JCP
$63K ﹤0.01%
16,630
-389
-2% -$1.72K
CTHR
520
DELISTED
Charles & Colvard Ltd
CTHR
$57K ﹤0.01%
6,545
+1,545
+31% +$13.6K
NAK
521
Northern Dynasty Minerals
NAK
$958M
$53K ﹤0.01%
29,695
– –
RAD
522
DELISTED
Rite Aid Corporation
RAD
$31K ﹤0.01%
814
+96
+13% +$4.55K
JAKK icon
523
Jakks Pacific
JAKK
$293M
$30K ﹤0.01%
1,010
-1,000
-50% -$33.9K
CRVP
524
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$14K ﹤0.01%
20,000
– –
A icon
525
Agilent Technologies
A
$41.2B
– –
-556
Closed -$33K
19 20
21
22 23

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BAM
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OSIA
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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.