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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
CMP icon
601
Compass Minerals
CMP
$1.15B
– –
-8,399
Closed -$549K
CNC icon
602
Centene
CNC
$32.5B
– –
-400
Closed -$16K
CNP icon
603
CenterPoint Energy
CNP
$26.8B
– –
-500
Closed -$14K
CODI icon
604
Compass Diversified
CODI
$828M
– –
-1,320
Closed -$23K
COO icon
605
Cooper Companies
COO
$14.5B
– –
-244
Closed -$15K
COR icon
606
Cencora
COR
$61.2B
– –
-2,600
Closed -$246K
CPB icon
607
Campbell Soup
CPB
$6.87B
– –
-1,050
Closed -$55K
CPK icon
608
Chesapeake Utilities
CPK
$3.21B
– –
-73
Closed -$5K
CPRI icon
609
Capri Holdings
CPRI
$1.74B
– –
-10,961
Closed -$397K
CRM icon
610
Salesforce
CRM
$158B
– –
-1,465
Closed -$127K
CSGP icon
611
CoStar Group
CSGP
$12.3B
– –
-56,370
Closed -$1.49M
CTAS icon
612
Cintas
CTAS
$81.3B
– –
-400
Closed -$13K
CTSH icon
613
Cognizant
CTSH
$26B
– –
-9,138
Closed -$606K
CVCO icon
614
Cavco Industries
CVCO
$4.55B
– –
-4,786
Closed -$620K
CX icon
615
Cemex
CX
$16.3B
– –
-726
Closed -$7K
CXT icon
616
Crane NXT
CXT
$3.07B
– –
-5,703
Closed -$157K
CXW icon
617
CoreCivic
CXW
$3.19B
– –
-100
Closed -$3K
DBC icon
618
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
– –
-400
Closed -$6K
DBB icon
619
Invesco DB Base Metals Fund
DBB
$315M
– –
-500
Closed -$8K
DDD icon
620
3D Systems Corp
DDD
$613M
– –
-100
Closed -$2K
DFJ icon
621
WisdomTree Japan SmallCap Dividend Fund
DFJ
$400M
– –
-191
Closed -$13K
DIA icon
622
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
– –
-600
Closed -$128K
DINO icon
623
HF Sinclair
DINO
$14.5B
– –
-2,263
Closed -$62K
DJP icon
624
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
– –
-48
Closed -$1K
DKS icon
625
Dick's Sporting Goods
DKS
$18.7B
– –
-500
Closed -$20K
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 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.