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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
SPSB icon
551
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$311K 0.01%
10,130
– –
WU icon
552
Western Union
WU
$2.21B
$299K 0.01%
15,661
-321
-2% -$6.21K
BMCH
553
DELISTED
BMC Stock Holdings, Inc
BMCH
$297K 0.01%
+13,609
New +$297K
RHT
554
DELISTED
Red Hat Inc
RHT
$295K 0.01%
3,078
-11
-0.4% -$982
UAA icon
555
Under Armour
UAA
$2.6B
$292K 0.01%
13,395
+660
+5% +$13.4K
CIM
556
Chimera Investment
CIM
$1B
$287K 0.01%
5,138
-278
-5% -$16.1K
CZR icon
557
Caesars Entertainment
CZR
$6.14B
$287K 0.01%
+14,366
New +$287K
ALL icon
558
Allstate
ALL
$67.5B
$282K 0.01%
3,190
– –
EAT icon
559
Brinker International
EAT
$9.66B
$282K 0.01%
7,410
-2,735
-27% -$114K
TSM icon
560
TSMC
TSM
$2.18T
$282K 0.01%
8,056
+254
+3% +$8.78K
FCX icon
561
Freeport-McMoran
FCX
$97.5B
$281K 0.01%
23,386
-7,326
-24% -$88.9K
PKY
562
DELISTED
Parkway, Inc.
PKY
$281K 0.01%
12,274
– –
SIRI icon
563
SiriusXM
SIRI
$10.1B
$278K 0.01%
5,090
– –
IEF icon
564
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$275K 0.01%
2,575
-591
-19% -$63.1K
PII icon
565
Polaris
PII
$4.07B
$275K 0.01%
+2,980
New +$256K
MD icon
566
Pediatrix Medical
MD
$2.2B
$272K 0.01%
4,499
-2,615
-37% -$155K
CHTR icon
567
Charter Communications
CHTR
$18.2B
$271K 0.01%
804
– –
QEP
568
DELISTED
QEP RESOURCES, INC.
QEP
$271K 0.01%
26,820
-1,081
-4% -$11.7K
DNKN
569
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$271K 0.01%
4,919
-1,330
-21% -$74.3K
APAM icon
570
Artisan Partners
APAM
$3.02B
$270K 0.01%
8,813
+467
+6% +$13.4K
MRO
571
DELISTED
Marathon Oil Corporation
MRO
$269K 0.01%
22,718
-2,293
-9% -$32.1K
IGM icon
572
iShares Expanded Tech Sector ETF
IGM
$10.8B
$268K 0.01%
11,130
– –
UA icon
573
Under Armour Class C
UA
$2.53B
$268K 0.01%
13,288
-1,277
-9% -$24.1K
TEVA icon
574
Teva Pharmaceuticals
TEVA
$41.2B
$261K 0.01%
7,845
-256
-3% -$7.92K
INFO
575
DELISTED
IHS Markit Ltd. Common Shares
INFO
$261K 0.01%
5,920
-8,192
-58% -$365K
21 22
23
24 25

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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.