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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
+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
BR icon
576
Broadridge
BR
$19B
– –
-947
Closed -$72K
BRK.A icon
577
Berkshire Hathaway Class A
BRK.A
$1.12T
– –
-36
Closed -$9.17M
BSV icon
578
Vanguard Short-Term Bond ETF
BSV
$45.6B
– –
-2,683
Closed -$214K
BTO
579
John Hancock Financial Opportunities Fund
BTO
$803M
– –
-1,000
Closed -$36K
BUD icon
580
AB InBev
BUD
$165B
– –
-1,991
Closed -$220K
BX icon
581
Blackstone
BX
$110B
– –
-6,724
Closed -$224K
CAG icon
582
Conagra Brands
CAG
$7.23B
– –
-13
Closed –
CARS icon
583
Cars.com
CARS
$660M
– –
-332
Closed -$9K
CBRE icon
584
CBRE Group
CBRE
$42.9B
– –
-67
Closed -$2K
CCI icon
585
Crown Castle
CCI
$32.2B
– –
-1,016
Closed -$102K
CCL icon
586
Carnival Corporation Ltd
CCL
$39.7B
– –
-1,112
Closed -$73K
CCK icon
587
Crown Holdings
CCK
$13.1B
– –
-1,000
Closed -$60K
CE icon
588
Celanese
CE
$4.82B
– –
-1,075
Closed -$102K
CF icon
589
CF Industries
CF
$17.3B
– –
-500
Closed -$14K
CHKP icon
590
Check Point Software Technologies
CHKP
$13.1B
– –
-950
Closed -$104K
CHRW icon
591
C.H. Robinson
CHRW
$17.5B
– –
-8,030
Closed -$552K
CHTR icon
592
Charter Communications
CHTR
$18.2B
– –
-804
Closed -$271K
CHY
593
Calamos Convertible and High Income Fund
CHY
$1.06B
– –
-1,150
Closed -$14K
CIEN icon
594
Ciena
CIEN
$58.4B
– –
-4,900
Closed -$123K
CINF icon
595
Cincinnati Financial
CINF
$27.1B
– –
-1,802
Closed -$131K
CLDX icon
596
Celldex Therapeutics
CLDX
$3.28B
– –
-83
Closed -$3K
CLS icon
597
Celestica
CLS
$36.5B
– –
-3,350
Closed -$45K
CLW icon
598
Clearwater Paper
CLW
$376M
– –
-4
Closed –
CME icon
599
CME Group
CME
$94.8B
– –
-1,063
Closed -$133K
CMG icon
600
Chipotle Mexican Grill
CMG
$41.5B
– –
-6,500
Closed -$54K
22 23
24
25 26

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.