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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
THG icon
576
Hanover Insurance
THG
$7.86B
$250K 0.01%
2,775
– –
AMT icon
577
American Tower
AMT
$78.9B
$246K 0.01%
2,025
-2,026
-50% -$223K
PKY
578
DELISTED
Parkway, Inc.
PKY
$244K 0.01%
12,274
– –
XNTK icon
579
State Street SPDR NYSE Technology ETF
XNTK
$2.24B
$243K 0.01%
3,525
-100
-3% -$6.58K
MCO icon
580
Moody's
MCO
$82.6B
$240K 0.01%
2,140
– –
ICE icon
581
Intercontinental Exchange
ICE
$84.6B
$236K 0.01%
3,945
-2,330
-37% -$136K
CRCM
582
DELISTED
CARE.COM, INC.
CRCM
$234K 0.01%
18,670
– –
CBI
583
DELISTED
Chicago Bridge & Iron Nv
CBI
$231K 0.01%
7,500
+3,400
+83% +$110K
APAM icon
584
Artisan Partners
APAM
$2.98B
$230K 0.01%
8,346
-525
-6% -$15.1K
COR icon
585
Cencora
COR
$61.8B
$230K 0.01%
2,600
-119
-4% -$10.5K
SLF icon
586
Sun Life Financial
SLF
$45.7B
$230K 0.01%
6,295
-1,100
-15% -$41.8K
WAT icon
587
Waters Corp
WAT
$40.5B
$226K 0.01%
1,445
-56
-4% -$8.36K
UBNK
588
DELISTED
United Financial Bancorp, Inc.
UBNK
$222K 0.01%
13,053
– –
TLT icon
589
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$210K 0.01%
1,739
+1,149
+195% +$138K
DBRG icon
590
DigitalBridge
DBRG
$2.94B
$205K 0.01%
+3,961
New +$223K
K
591
DELISTED
Kellanova
K
$204K 0.01%
2,991
+107
+4% +$7.39K
CATM
592
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$201K 0.01%
4,300
-6,321
-60% -$310K
BX icon
593
Blackstone
BX
$113B
$200K 0.01%
6,724
-1,803
-21% -$54.2K
DBE icon
594
Invesco DB Energy Fund
DBE
$90.8M
$200K 0.01%
15,859
-800
-5% -$10.3K
TT icon
595
Trane Technologies
TT
$105B
$199K 0.01%
2,448
-400
-14% -$31.7K
XLU icon
596
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$198K 0.01%
7,702
-15,362
-67% -$384K
RM icon
597
Regional Management Corp
RM
$292M
$196K 0.01%
+10,100
New +$226K
RVT icon
598
Royce Value Trust
RVT
$2.3B
$193K 0.01%
13,806
+78
+0.6% +$1.09K
MDXG icon
599
MiMedx Group
MDXG
$621M
$191K 0.01%
20,000
– –
BKT icon
600
BlackRock Income Trust
BKT
$341M
$189K 0.01%
10,163
+7
+0.1% +$131
22 23
24
25 26

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.