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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
MKC icon
526
McCormick & Company Non-Voting
MKC
$14.3B
$353K 0.01%
7,250
+394
+6% +$19.1K
EMN icon
527
Eastman Chemical
EMN
$8.34B
$351K 0.01%
4,343
-1,474
-25% -$116K
SPN
528
DELISTED
Superior Energy Services, Inc.
SPN
$350K 0.01%
2,459
+288
+13% +$47.4K
GVI icon
529
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$349K 0.01%
3,168
-950
-23% -$104K
VAL
530
DELISTED
Valspar
VAL
$344K 0.01%
3,100
– –
EMB icon
531
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$342K 0.01%
+3,008
New +$339K
FIS icon
532
Fidelity National Information Services
FIS
$21.9B
$342K 0.01%
4,300
– –
DNKN
533
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$342K 0.01%
6,249
-2,375
-28% -$127K
IYR icon
534
iShares US Real Estate ETF
IYR
$4.5B
$340K 0.01%
4,330
-1,352
-24% -$106K
SHO icon
535
Sunstone Hotel Investors
SHO
$2.03B
$339K 0.01%
22,081
– –
AB icon
536
AllianceBernstein
AB
$3.46B
$338K 0.01%
14,790
-65
-0.4% -$1.51K
HYG icon
537
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$338K 0.01%
3,855
+2,887
+298% +$252K
SRCL
538
DELISTED
Stericycle Inc
SRCL
$335K 0.01%
4,037
-2,311
-36% -$186K
IEF icon
539
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$334K 0.01%
3,166
+51
+2% +$5.36K
TRTN
540
DELISTED
Triton International Limited
TRTN
$331K 0.01%
+12,826
New +$298K
CIM
541
Chimera Investment
CIM
$975M
$327K 0.01%
5,416
+165
+3% +$9.19K
MU icon
542
Micron Technology
MU
$992B
$326K 0.01%
11,312
+554
+5% +$13.5K
WU icon
543
Western Union
WU
$2.17B
$325K 0.01%
15,982
+77
+0.5% +$1.57K
RGNX icon
544
Regenxbio
RGNX
$692M
$320K 0.01%
16,590
– –
AVGO icon
545
Broadcom
AVGO
$2.01T
$316K 0.01%
14,450
-84,470
-85% -$1.74M
ACHC icon
546
Acadia Healthcare
ACHC
$2.96B
$315K 0.01%
7,217
+265
+4% +$10.8K
SPSB icon
547
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$311K 0.01%
10,130
-3,316
-25% -$101K
JRVR icon
548
James River Group Holdings
JRVR
$212M
$304K 0.01%
+7,083
New +$294K
GHL
549
DELISTED
Greenhill & Co., Inc.
GHL
$303K 0.01%
10,349
-543
-5% -$15.8K
HPQ icon
550
HP
HPQ
$27.6B
$299K 0.01%
16,682
+805
+5% +$13K
20 21
22
23 24

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BAM
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ACI
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ACM
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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.