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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
PINC
551
DELISTED
Premier
PINC
$298K 0.01%
9,356
-392
-4% -$12.3K
STWD icon
552
Starwood Property Trust
STWD
$6.09B
$297K 0.01%
13,197
-4,673
-26% -$105K
BCOV
553
DELISTED
Brightcove, Inc.
BCOV
$296K 0.01%
33,217
– –
BSV icon
554
Vanguard Short-Term Bond ETF
BSV
$45.6B
$290K 0.01%
3,643
-117
-3% -$9.31K
SCG
555
DELISTED
Scana
SCG
$287K 0.01%
4,387
+3,087
+237% +$213K
PAY
556
DELISTED
Verifone Systems Inc
PAY
$286K 0.01%
15,274
-973
-6% -$18.6K
MJN
557
DELISTED
Mead Johnson Nutrition Company
MJN
$286K 0.01%
3,206
-339
-10% -$27.9K
RPG icon
558
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$280K 0.01%
15,585
– –
RLJ icon
559
RLJ Lodging Trust
RLJ
$1.65B
$272K 0.01%
11,556
-13
-0.1% -$303
AKAM icon
560
Akamai
AKAM
$16.9B
$267K 0.01%
4,474
+599
+15% +$39.4K
RHT
561
DELISTED
Red Hat Inc
RHT
$267K 0.01%
+3,089
New +$245K
UA icon
562
Under Armour Class C
UA
$2.36B
$266K 0.01%
14,565
-5,035
-26% -$105K
CHTR icon
563
Charter Communications
CHTR
$18.1B
$263K 0.01%
804
– –
SIRI icon
564
SiriusXM
SIRI
$9.78B
$262K 0.01%
5,090
-48
-0.9% -$2.36K
ALB icon
565
Albemarle
ALB
$15.5B
$260K 0.01%
2,461
-2,251
-48% -$219K
ALL icon
566
Allstate
ALL
$68.5B
$260K 0.01%
3,190
– –
TEVA icon
567
Teva Pharmaceuticals
TEVA
$41.2B
$260K 0.01%
8,101
-1,988
-20% -$67.8K
DRH icon
568
Diamondrock Hospitality Co
DRH
$2.5B
$259K 0.01%
23,219
-163
-0.7% -$1.83K
JWN
569
DELISTED
Nordstrom
JWN
$258K 0.01%
5,525
+180
+3% +$8.04K
IGM icon
570
iShares Expanded Tech Sector ETF
IGM
$10.8B
$257K 0.01%
11,130
– –
TSM icon
571
TSMC
TSM
$2.19T
$257K 0.01%
7,802
-681
-8% -$21.3K
WDR
572
DELISTED
Waddell & Reed Financial, Inc.
WDR
$253K 0.01%
14,872
+1,375
+10% +$25.2K
SHPG
573
DELISTED
Shire pic
SHPG
$253K 0.01%
1,452
-134
-8% -$23.4K
FTAI icon
574
FTAI Aviation
FTAI
$22.5B
$252K 0.01%
19,772
+4,198
+27% +$53.2K
UAA icon
575
Under Armour
UAA
$2.4B
$252K 0.01%
12,735
-11,354
-47% -$265K
21 22
23
24 25

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BAM
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ACI
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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.