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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
ACHC icon
526
Acadia Healthcare
ACHC
$2.94B
$368K 0.01%
7,459
+242
+3% +$10.7K
RDC
527
DELISTED
Rowan Companies Plc
RDC
$367K 0.01%
35,880
-1,084
-3% -$14.2K
EQC
528
DELISTED
Equity Commonwealth
EQC
$366K 0.01%
11,598
– –
EMN icon
529
Eastman Chemical
EMN
$8.42B
$365K 0.01%
4,343
– –
PGEM
530
DELISTED
Ply Gem Holdings, Inc.
PGEM
$364K 0.01%
20,286
– –
PK icon
531
Park Hotels & Resorts
PK
$2.97B
$358K 0.01%
+13,284
New +$351K
SHO icon
532
Sunstone Hotel Investors
SHO
$2.06B
$356K 0.01%
22,081
– –
IPG
533
DELISTED
Interpublic Group of Companies
IPG
$352K 0.01%
+14,278
New +$349K
FTAI icon
534
FTAI Aviation
FTAI
$22.2B
$351K 0.01%
25,756
+5,984
+30% +$79.8K
IYR icon
535
iShares US Real Estate ETF
IYR
$4.65B
$351K 0.01%
4,405
+75
+2% +$5.97K
PINC
536
DELISTED
Premier
PINC
$350K 0.01%
9,728
+372
+4% +$12.7K
PEG icon
537
Public Service Enterprise Group
PEG
$37.7B
$347K 0.01%
8,059
+5,119
+174% +$226K
UE icon
538
Urban Edge Properties
UE
$2.73B
$341K 0.01%
14,381
+14,344
+38,768% +$361K
AMLP icon
539
Alerian MLP ETF
AMLP
$12.8B
$340K 0.01%
5,691
-230
-4% -$14K
TROW icon
540
T. Rowe Price
TROW
$24.3B
$340K 0.01%
4,584
+2,134
+87% +$153K
FTS icon
541
Fortis
FTS
$28.7B
$339K 0.01%
9,628
-8,921
-48% -$297K
RGNX icon
542
Regenxbio
RGNX
$708M
$339K 0.01%
17,150
+560
+3% +$10.8K
WBD icon
543
Warner Bros
WBD
$67.1B
$339K 0.01%
13,122
– –
AVGO icon
544
Broadcom
AVGO
$2.04T
$337K 0.01%
14,450
– –
MKC icon
545
McCormick & Company Non-Voting
MKC
$14.2B
$333K 0.01%
6,842
-408
-6% -$20.6K
JRVR icon
546
James River Group Holdings
JRVR
$217M
$323K 0.01%
8,113
+1,030
+15% +$42.2K
INVX
547
Innovex International
INVX
$1.97B
$322K 0.01%
6,607
+15
+0.2% +$774
MIK
548
DELISTED
Michaels Stores, Inc
MIK
$321K 0.01%
17,323
+904
+6% +$18.8K
MU icon
549
Micron Technology
MU
$991B
$320K 0.01%
10,734
-578
-5% -$16.9K
AB icon
550
AllianceBernstein
AB
$3.47B
$318K 0.01%
13,423
-1,367
-9% -$30.6K
20 21
22
23 24

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ACI
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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.