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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
MCO icon
576
Moody's
MCO
$82.7B
$260K 0.01%
2,140
– –
WAT icon
577
Waters Corp
WAT
$39.9B
$260K 0.01%
1,413
-32
-2% -$5.56K
RPG icon
578
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$258K 0.01%
13,710
-1,875
-12% -$34.7K
SRCL
579
DELISTED
Stericycle Inc
SRCL
$258K 0.01%
3,380
-657
-16% -$54K
LPSN icon
580
LivePerson
LPSN
$32.3M
$257K 0.01%
+1,558
New +$214K
KMI icon
581
Kinder Morgan
KMI
$68.7B
$256K 0.01%
13,391
-22,347
-63% -$444K
PAY
582
DELISTED
Verifone Systems Inc
PAY
$255K 0.01%
14,126
-1,148
-8% -$20.7K
DRH icon
583
Diamondrock Hospitality Co
DRH
$2.56B
$252K 0.01%
23,053
-166
-0.7% -$1.85K
COR icon
584
Cencora
COR
$61.2B
$246K 0.01%
2,600
– –
THG icon
585
Hanover Insurance
THG
$7.98B
$246K 0.01%
2,775
– –
SPN
586
DELISTED
Superior Energy Services, Inc.
SPN
$246K 0.01%
2,359
-100
-4% -$11.6K
ASH icon
587
Ashland
ASH
$3.5B
$241K 0.01%
3,664
-4,030
-52% -$256K
AKAM icon
588
Akamai
AKAM
$15.9B
$240K 0.01%
4,822
+348
+8% +$18.4K
ICE icon
589
Intercontinental Exchange
ICE
$84.4B
$240K 0.01%
3,640
-305
-8% -$18.7K
RM icon
590
Regional Management Corp
RM
$303M
$239K 0.01%
10,100
– –
VVV icon
591
Valvoline
VVV
$4.51B
$238K 0.01%
+10,051
New +$233K
TT icon
592
Trane Technologies
TT
$106B
$236K 0.01%
2,578
+130
+5% +$11.4K
XNTK icon
593
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
$235K 0.01%
3,225
-300
-9% -$21.6K
PDCE
594
DELISTED
PDC Energy, Inc.
PDCE
$235K 0.01%
5,458
-275
-5% -$14.5K
SHPG
595
DELISTED
Shire pic
SHPG
$233K 0.01%
1,408
-44
-3% -$7.69K
RLJ icon
596
RLJ Lodging Trust
RLJ
$1.69B
$228K 0.01%
11,499
-57
-0.5% -$1.22K
GLOP
597
DELISTED
GASLOG PARTNERS LP
GLOP
$227K 0.01%
+10,043
New +$233K
IFLN
598
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$225K 0.01%
11,851
+2,869
+32% +$54.4K
BX icon
599
Blackstone
BX
$110B
$224K 0.01%
6,724
– –
REGN icon
600
Regeneron Pharmaceuticals
REGN
$80.8B
$223K 0.01%
454
+394
+657% +$172K
22 23
24
25 26

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BAM
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ACI
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OSIA
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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.