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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
AAL icon
526
American Airlines Group
AAL
$10.6B
– –
-36
Closed -$2K
ACHC icon
527
Acadia Healthcare
ACHC
$2.94B
– –
-7,459
Closed -$368K
ACWX icon
528
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
– –
-2,250
Closed -$103K
ADNT icon
529
Adient
ADNT
$1.5B
– –
-467
Closed -$31K
AEE icon
530
Ameren
AEE
$30.1B
– –
-400
Closed -$22K
AEO icon
531
American Eagle Outfitters
AEO
$3.01B
– –
-55,995
Closed -$675K
AGG icon
532
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-3,663
Closed -$401K
AGNC icon
533
AGNC Investment
AGNC
$12.9B
– –
-2,400
Closed -$51K
AGZ icon
534
iShares Agency Bond ETF
AGZ
$565M
– –
-33
Closed -$4K
AKAM icon
535
Akamai
AKAM
$15.9B
– –
-4,822
Closed -$240K
ALB icon
536
Albemarle
ALB
$15.5B
– –
-1,965
Closed -$207K
ALE
537
DELISTED
Allete
ALE
– –
-267
Closed -$19K
ALKS icon
538
Alkermes
ALKS
$8.25B
– –
-9,389
Closed -$544K
ALL icon
539
Allstate
ALL
$67.5B
– –
-3,190
Closed -$282K
ALLE icon
540
Allegion
ALLE
$14.4B
– –
-353
Closed -$29K
AMG icon
541
Affiliated Managers Group
AMG
$9.76B
– –
-131
Closed -$22K
AMT icon
542
American Tower
AMT
$80.4B
– –
-3,650
Closed -$483K
AMX icon
543
America Movil
AMX
$71.2B
– –
-280
Closed -$4K
AN icon
544
AutoNation
AN
$6.92B
– –
-500
Closed -$21K
ANSS
545
DELISTED
Ansys
ANSS
– –
-9,577
Closed -$1.17M
AON icon
546
Aon
AON
$76B
– –
-500
Closed -$66K
APAM icon
547
Artisan Partners
APAM
$3.02B
– –
-8,813
Closed -$270K
APH icon
548
Amphenol
APH
$209B
– –
-5,980
Closed -$110K
ARCC icon
549
Ares Capital
ARCC
$14.4B
– –
-860
Closed -$14K
ARR
550
Armour Residential REIT
ARR
$2.36B
– –
-200
Closed -$25K
20 21
22
23 24

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IA
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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 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.