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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
NWSA icon
601
News Corp Class A
NWSA
$15.4B
$184K 0.01%
14,139
-245
-2% -$3.07K
RFG icon
602
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
$184K 0.01%
6,775
-2,375
-26% -$63.3K
IJK icon
603
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$182K 0.01%
3,808
+40
+1% +$1.89K
EFAV icon
604
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$181K 0.01%
+2,738
New +$175K
VG
605
DELISTED
Vonage Holdings Corporation
VG
$179K 0.01%
28,279
– –
ORN icon
606
Orion Group Holdings
ORN
$402M
$177K 0.01%
+23,650
New +$224K
BAC.WS.A
607
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
$170K 0.01%
15,000
– –
IFLN
608
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$169K 0.01%
8,982
+1,544
+21% +$29.1K
TROW icon
609
T. Rowe Price
TROW
$24.3B
$167K 0.01%
2,450
-3,232
-57% -$229K
VNQ icon
610
Vanguard Real Estate ETF
VNQ
$38.5B
$162K 0.01%
1,965
+533
+37% +$44.2K
SCHM icon
611
Schwab US Mid-Cap ETF
SCHM
$15.1B
$159K 0.01%
10,074
+468
+5% +$7.29K
PPL
612
PPL Corp
PPL
$26.4B
$155K 0.01%
4,150
-4,394
-51% -$157K
TWTR
613
DELISTED
Twitter, Inc.
TWTR
$155K 0.01%
10,423
+17
+0.2% +$276
GNR icon
614
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.94B
$153K 0.01%
3,604
+1,315
+57% +$56.3K
MITK icon
615
Mitek Systems
MITK
$840M
$153K 0.01%
22,955
– –
VGK icon
616
Vanguard FTSE Europe ETF
VGK
$31B
$153K 0.01%
2,967
+317
+12% +$15.8K
DNP icon
617
DNP Select Income Fund
DNP
$4.1B
$151K 0.01%
13,976
– –
SPLV icon
618
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$151K 0.01%
+3,468
New +$148K
LQD icon
619
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$149K 0.01%
1,260
+335
+36% +$39.3K
CXT icon
620
Crane NXT
CXT
$2.98B
$148K 0.01%
5,703
+311
+6% +$7.96K
IOVA icon
621
Iovance Biotherapeutics
IOVA
$2.89B
$145K 0.01%
19,413
– –
TD icon
622
Toronto Dominion Bank
TD
$201B
$143K 0.01%
2,856
+256
+10% +$13.1K
IJT icon
623
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.37B
$140K ﹤0.01%
1,830
– –
NVDA icon
624
NVIDIA
NVDA
$5.3T
$139K ﹤0.01%
50,920
+22,000
+76% +$58.5K
EWU icon
625
iShares MSCI United Kingdom ETF
EWU
$4.15B
$137K ﹤0.01%
+4,197
New +$133K
23 24
25
26 27

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BAM
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ACI
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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.