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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
DBE icon
626
Invesco DB Energy Fund
DBE
$85.3M
$158K 0.01%
13,566
-2,293
-14% -$27.6K
CXT icon
627
Crane NXT
CXT
$3.07B
$157K 0.01%
5,703
– –
VGK icon
628
Vanguard FTSE Europe ETF
VGK
$31.4B
$153K 0.01%
2,767
-200
-7% -$10.9K
TWTR
629
DELISTED
Twitter, Inc.
TWTR
$153K 0.01%
8,575
-1,848
-18% -$31.5K
LQD icon
630
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$152K 0.01%
1,260
– –
MDXG icon
631
MiMedx Group
MDXG
$633M
$150K 0.01%
10,000
-10,000
-50% -$133K
TLT icon
632
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$146K 0.01%
1,170
-569
-33% -$70.3K
OIL
633
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$146K 0.01%
30,055
+15,000
+100% +$77.6K
IJT icon
634
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$143K ﹤0.01%
1,830
– –
IOVA icon
635
Iovance Biotherapeutics
IOVA
$2.87B
$143K ﹤0.01%
19,413
– –
DNP icon
636
DNP Select Income Fund
DNP
$4.09B
$136K ﹤0.01%
12,382
-1,594
-11% -$17.5K
EDGW
637
DELISTED
Edgewater Technology Inc
EDGW
$136K ﹤0.01%
20,000
-54,830
-73% -$392K
MDY icon
638
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$135K ﹤0.01%
425
– –
SMFG icon
639
Sumitomo Mitsui Financial
SMFG
$164B
$134K ﹤0.01%
+17,001
New +$126K
TD icon
640
Toronto Dominion Bank
TD
$200B
$134K ﹤0.01%
2,656
-200
-7% -$9.64K
CME icon
641
CME Group
CME
$94.8B
$133K ﹤0.01%
1,063
+110
+12% +$13.2K
IYJ icon
642
iShares US Industrials ETF
IYJ
$2.02B
$132K ﹤0.01%
2,000
– –
IYK icon
643
iShares US Consumer Staples ETF
IYK
$1.41B
$132K ﹤0.01%
3,249
– –
CINF icon
644
Cincinnati Financial
CINF
$27.1B
$131K ﹤0.01%
1,802
+110
+7% +$7.8K
IWN icon
645
iShares Russell 2000 Value ETF
IWN
$14.6B
$131K ﹤0.01%
1,100
– –
XLRE icon
646
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.59B
$131K ﹤0.01%
4,074
-266
-6% -$8.52K
DIA icon
647
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
$128K ﹤0.01%
600
– –
CRM icon
648
Salesforce
CRM
$158B
$127K ﹤0.01%
1,465
+550
+60% +$47.9K
DNB
649
DELISTED
Dun & Bradstreet
DNB
$125K ﹤0.01%
1,160
– –
CIEN icon
650
Ciena
CIEN
$58.4B
$123K ﹤0.01%
4,900
– –
24 25
26
27 28

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BAM
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ACI
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ACM
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MXM
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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.