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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
DMO
626
Western Asset Mortgage Opportunity Fund
DMO
$120M
– –
-1,000
Closed -$26K
DPZ icon
627
Domino's
DPZ
$11.6B
– –
-13
Closed -$3K
DTE icon
628
DTE Energy
DTE
$29.1B
– –
-118
Closed -$11K
DVA icon
629
DaVita
DVA
$11.7B
– –
-24
Closed -$2K
DVN icon
630
Devon Energy
DVN
$47.3B
– –
-350
Closed -$11K
DVY icon
631
iShares Select Dividend ETF
DVY
$23.6B
– –
-4,580
Closed -$422K
DWX icon
632
State Street SPDR S&P International Dividend ETF
DWX
$533M
– –
-1,300
Closed -$51K
OPPJ
633
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$284M
– –
-184
Closed -$4K
EAT icon
634
Brinker International
EAT
$9.66B
– –
-7,410
Closed -$282K
EBND icon
635
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
– –
-182
Closed -$5K
EFAV icon
636
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
– –
-1,685
Closed -$117K
EFX icon
637
Equifax
EFX
$21.4B
– –
-3,382
Closed -$464K
EIX icon
638
Edison International
EIX
$26.4B
– –
-925
Closed -$72K
EL icon
639
Estee Lauder
EL
$32B
– –
-996
Closed -$96K
EMB icon
640
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
– –
-57
Closed -$7K
EMN icon
641
Eastman Chemical
EMN
$8.42B
– –
-4,343
Closed -$365K
EPP icon
642
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
– –
-943
Closed -$42K
EQIX icon
643
Equinix
EQIX
$103B
– –
-5,746
Closed -$2.47M
EQNR icon
644
Equinor
EQNR
$92.4B
– –
-2,000
Closed -$33K
ERIC icon
645
Ericsson
ERIC
$33.3B
– –
-200
Closed -$1K
ES icon
646
Eversource Energy
ES
$27.2B
– –
-8,082
Closed -$491K
ESI icon
647
Element Solutions
ESI
$9.23B
– –
-7,300
Closed -$93K
ESS icon
648
Essex Property Trust
ESS
$18.5B
– –
-90
Closed -$23K
ETR icon
649
Entergy
ETR
$50B
– –
-1,066
Closed -$41K
EVT icon
650
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.16B
– –
-3,000
Closed -$66K
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 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.