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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
XLRE icon
626
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.53B
$137K ﹤0.01%
4,340
-7,182
-62% -$224K
MATV icon
627
Mativ Holdings
MATV
$696M
$136K ﹤0.01%
3,277
-3,250
-50% -$140K
MDY icon
628
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$133K ﹤0.01%
425
– –
CHKP icon
629
Check Point Software Technologies
CHKP
$13.4B
$132K ﹤0.01%
1,290
– –
IWN icon
630
iShares Russell 2000 Value ETF
IWN
$14.5B
$130K ﹤0.01%
1,100
-100
-8% -$11.9K
PEG icon
631
Public Service Enterprise Group
PEG
$37.3B
$130K ﹤0.01%
2,940
-5,044
-63% -$223K
IYK icon
632
iShares US Consumer Staples ETF
IYK
$1.43B
$129K ﹤0.01%
3,249
– –
MFA
633
MFA Financial
MFA
$913M
$127K ﹤0.01%
3,944
-227
-5% -$7.24K
IYJ icon
634
iShares US Industrials ETF
IYJ
$1.95B
$126K ﹤0.01%
2,000
– –
DNB
635
DELISTED
Dun & Bradstreet
DNB
$125K ﹤0.01%
1,160
– –
ATVI
636
DELISTED
Activision Blizzard
ATVI
$125K ﹤0.01%
2,500
-28,615
-92% -$1.26M
DIA icon
637
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$124K ﹤0.01%
600
– –
CERN
638
DELISTED
Cerner Corp
CERN
$123K ﹤0.01%
2,095
-8,931
-81% -$483K
CINF icon
639
Cincinnati Financial
CINF
$26.7B
$122K ﹤0.01%
1,692
– –
MPX
640
DELISTED
Marine Products Corp
MPX
$122K ﹤0.01%
+11,215
New +$129K
CIEN icon
641
Ciena
CIEN
$56.3B
$116K ﹤0.01%
4,900
– –
AGR
642
DELISTED
Avangrid, Inc.
AGR
$114K ﹤0.01%
2,674
+375
+16% +$15.3K
CME icon
643
CME Group
CME
$95.9B
$113K ﹤0.01%
953
-21
-2% -$2.53K
PANW icon
644
Palo Alto Networks
PANW
$310B
$113K ﹤0.01%
6,000
– –
JAKK icon
645
Jakks Pacific
JAKK
$292M
$111K ﹤0.01%
2,010
– –
TXT icon
646
Textron
TXT
$15.4B
$111K ﹤0.01%
2,333
+13
+0.6% +$627
DOC icon
647
Healthpeak Properties
DOC
$14.5B
$109K ﹤0.01%
3,480
+125
+4% +$3.84K
VBK icon
648
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$106K ﹤0.01%
750
– –
ICF icon
649
iShares Select U.S. REIT ETF
ICF
$2.08B
$104K ﹤0.01%
2,090
-150
-7% -$7.51K
LAZ icon
650
Lazard
LAZ
$4.15B
$103K ﹤0.01%
2,245
-550
-20% -$23.7K
24 25
26
27 28

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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 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.