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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
BUD icon
601
AB InBev
BUD
$165B
$220K 0.01%
1,991
+1,891
+1,891% +$217K
UBNK
602
DELISTED
United Financial Bancorp, Inc.
UBNK
$219K 0.01%
13,134
+81
+0.6% +$1.38K
KBAL
603
DELISTED
Kimball International
KBAL
$217K 0.01%
+12,980
New +$225K
BSV icon
604
Vanguard Short-Term Bond ETF
BSV
$44.6B
$214K 0.01%
2,683
-960
-26% -$76.7K
GHL
605
DELISTED
Greenhill & Co., Inc.
GHL
$210K 0.01%
10,432
+83
+0.8% +$1.94K
ALB icon
606
Albemarle
ALB
$15.5B
$207K 0.01%
1,965
-496
-20% -$53.9K
BCOV
607
DELISTED
Brightcove, Inc.
BCOV
$206K 0.01%
33,217
– –
TGNA
608
DELISTED
TEGNA Inc
TGNA
$205K 0.01%
14,273
-8,750
-38% -$134K
RVT icon
609
Royce Value Trust
RVT
$2.3B
$204K 0.01%
13,973
+167
+1% +$2.41K
GNR icon
610
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$202K 0.01%
4,866
+1,262
+35% +$53.1K
VEA icon
611
Vanguard FTSE Developed Markets ETF
VEA
$236B
$202K 0.01%
4,897
-11,506
-70% -$469K
BKT icon
612
BlackRock Income Trust
BKT
$341M
$194K 0.01%
10,174
+11
+0.1% +$207
PPL
613
PPL Corp
PPL
$26.7B
$194K 0.01%
5,007
+857
+21% +$33.1K
MITK icon
614
Mitek Systems
MITK
$834M
$193K 0.01%
22,955
– –
VNQ icon
615
Vanguard Real Estate ETF
VNQ
$39B
$191K 0.01%
2,290
+325
+17% +$27.1K
RFG icon
616
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
$190K 0.01%
6,775
– –
NWSA icon
617
News Corp Class A
NWSA
$15.4B
$186K 0.01%
13,568
-571
-4% -$7.47K
VG
618
DELISTED
Vonage Holdings Corporation
VG
$185K 0.01%
28,279
– –
DBRG icon
619
DigitalBridge
DBRG
$2.95B
$184K 0.01%
3,261
-700
-18% -$38K
SCHM icon
620
Schwab US Mid-Cap ETF
SCHM
$15.1B
$184K 0.01%
11,478
+1,404
+14% +$22.3K
K
621
DELISTED
Kellanova
K
$182K 0.01%
2,788
-203
-7% -$13.7K
WDR
622
DELISTED
Waddell & Reed Financial, Inc.
WDR
$179K 0.01%
9,500
-5,372
-36% -$94.3K
ORN icon
623
Orion Group Holdings
ORN
$418M
$177K 0.01%
23,650
– –
MPX
624
DELISTED
Marine Products Corp
MPX
$175K 0.01%
11,215
– –
IJK icon
625
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$163K 0.01%
3,308
-500
-13% -$24.3K
23 24
25
26 27

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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 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.