We are live on ! Find out more
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
ASB icon
551
Associated Banc-Corp
ASB
$5.91B
– –
-369
Closed -$9K
ASH icon
552
Ashland
ASH
$3.5B
– –
-3,664
Closed -$241K
ASIX icon
553
AdvanSix
ASIX
$444M
– –
-413
Closed -$13K
ATMP icon
554
iPath Select MLP ETN
ATMP
$621M
– –
-829
Closed -$18K
ATR icon
555
AptarGroup
ATR
$8.61B
– –
-9,151
Closed -$795K
AVGO icon
556
Broadcom
AVGO
$2.04T
– –
-14,450
Closed -$337K
AVNS
557
DELISTED
Avanos Medical
AVNS
– –
-795
Closed -$31K
AZO icon
558
AutoZone
AZO
$51.1B
– –
-106
Closed -$60K
BABA icon
559
Alibaba
BABA
$308B
– –
-3,887
Closed -$548K
BAC.PRL icon
560
Bank of America Series L
BAC.PRL
$3.99B
– –
-1,435
Closed -$1.81M
BALL icon
561
Ball Corp
BALL
$16.8B
– –
-800
Closed -$34K
BBDC icon
562
Barings BDC
BBDC
$965M
– –
-725
Closed -$13K
BFK
563
DELISTED
BlackRock Municipal Income Trust
BFK
– –
-666
Closed -$9K
BGS icon
564
B&G Foods
BGS
$286M
– –
-620
Closed -$22K
BH icon
565
Biglari Holdings Class B
BH
$1.21B
– –
-5,330
Closed -$1.42M
BHP icon
566
BHP
BHP
$230B
– –
-56
Closed -$2K
BIIB icon
567
Biogen
BIIB
$30.7B
– –
-2,269
Closed -$616K
BIP icon
568
Brookfield Infrastructure Partners
BIP
$18B
– –
-1,386
Closed -$34K
BIV icon
569
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
– –
-1,163
Closed -$98K
BKLN icon
570
Invesco Senior Loan ETF
BKLN
$6.74B
– –
-715
Closed -$17K
BKN
571
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
– –
-2,289
Closed -$34K
BMO icon
572
Bank of Montreal
BMO
$127B
– –
-277
Closed -$20K
BND icon
573
Vanguard Total Bond Market
BND
$161B
– –
-252
Closed -$21K
BOND icon
574
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.49B
– –
-30
Closed -$3K
BPT
575
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
– –
-250
Closed -$5K
21 22
23
24 25

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.