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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
NOC icon
651
Northrop Grumman
NOC
$81.2B
$103K ﹤0.01%
435
– –
FFC
652
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$782M
$102K ﹤0.01%
4,954
– –
OEF icon
653
iShares S&P 100 ETF
OEF
$20.5B
$102K ﹤0.01%
972
– –
APH icon
654
Amphenol
APH
$209B
$100K ﹤0.01%
5,600
+800
+17% +$13.8K
TZOO icon
655
Travelzoo
TZOO
$75.4M
$100K ﹤0.01%
10,411
– –
UNM icon
656
Unum
UNM
$14.3B
$98K ﹤0.01%
2,100
– –
JCP
657
DELISTED
J.C. Penney Company, Inc.
JCP
$98K ﹤0.01%
15,989
– –
BIV icon
658
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$97K ﹤0.01%
1,163
– –
CE icon
659
Celanese
CE
$4.82B
$97K ﹤0.01%
1,075
– –
CCI icon
660
Crown Castle
CCI
$32.2B
$96K ﹤0.01%
1,016
– –
GNW icon
661
Genworth Financial
GNW
$3.71B
$96K ﹤0.01%
23,395
-533
-2% -$2.05K
ESI icon
662
Element Solutions
ESI
$9.23B
$95K ﹤0.01%
7,300
-1,277
-15% -$15.7K
ACWX icon
663
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$94K ﹤0.01%
2,150
-4,478
-68% -$190K
BND icon
664
Vanguard Total Bond Market
BND
$161B
$94K ﹤0.01%
1,158
+986
+573% +$79.7K
SCHR
665
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$94K ﹤0.01%
3,514
+108
+3% +$2.89K
SCHP icon
666
Schwab US TIPS ETF
SCHP
$16.2B
$93K ﹤0.01%
3,360
+1,614
+92% +$44.6K
INTU icon
667
Intuit
INTU
$89B
$92K ﹤0.01%
790
– –
PXLC
668
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$92K ﹤0.01%
1,996
– –
VSM
669
DELISTED
Versum Materials, Inc.
VSM
$91K ﹤0.01%
+2,980
New +$87K
IWO icon
670
iShares Russell 2000 Growth ETF
IWO
$15B
$89K ﹤0.01%
550
-75
-12% -$11.9K
UGI icon
671
UGI
UGI
$7.33B
$89K ﹤0.01%
1,800
– –
IXC icon
672
iShares Global Energy ETF
IXC
$2.62B
$86K ﹤0.01%
2,596
– –
OKS
673
DELISTED
Oneok Partners LP
OKS
$86K ﹤0.01%
1,600
– –
ERIC icon
674
Ericsson
ERIC
$33.3B
$85K ﹤0.01%
12,828
-34,469
-73% -$213K
WWAV
675
DELISTED
The WhiteWave Foods Company
WWAV
$85K ﹤0.01%
1,515
– –
25 26
27
28 29

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BAM
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ACI
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ACM
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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.