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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
NOC icon
651
Northrop Grumman
NOC
$81.2B
$122K ﹤0.01%
475
+40
+9% +$10K
PANW icon
652
Palo Alto Networks
PANW
$297B
$120K ﹤0.01%
5,400
-600
-10% -$12.1K
EFAV icon
653
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$117K ﹤0.01%
1,685
-1,053
-38% -$72.6K
TZOO icon
654
Travelzoo
TZOO
$75.4M
$114K ﹤0.01%
10,411
– –
CERN
655
DELISTED
Cerner Corp
CERN
$113K ﹤0.01%
1,695
-400
-19% -$25.6K
APH icon
656
Amphenol
APH
$209B
$110K ﹤0.01%
5,980
+380
+7% +$6.94K
TXT icon
657
Textron
TXT
$15.4B
$110K ﹤0.01%
2,333
– –
FFC
658
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$782M
$109K ﹤0.01%
4,954
– –
VBK icon
659
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$109K ﹤0.01%
750
– –
GSAT icon
660
Globalstar
GSAT
$10.8B
$107K ﹤0.01%
3,333
– –
MFA
661
MFA Financial
MFA
$933M
$107K ﹤0.01%
3,198
-746
-19% -$24.7K
RBS.PRH.CL
662
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$106K ﹤0.01%
+4,000
New +$104K
INTU icon
663
Intuit
INTU
$89B
$105K ﹤0.01%
790
– –
CHKP icon
664
Check Point Software Technologies
CHKP
$13.1B
$104K ﹤0.01%
950
-340
-26% -$36.7K
LAZ icon
665
Lazard
LAZ
$4.31B
$104K ﹤0.01%
2,245
– –
OEF icon
666
iShares S&P 100 ETF
OEF
$20.6B
$104K ﹤0.01%
972
– –
ACWX icon
667
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
$103K ﹤0.01%
2,250
+100
+5% +$4.52K
CCI icon
668
Crown Castle
CCI
$32.2B
$102K ﹤0.01%
1,016
– –
CE icon
669
Celanese
CE
$4.82B
$102K ﹤0.01%
1,075
– –
SCG
670
DELISTED
Scana
SCG
$101K ﹤0.01%
1,500
-2,887
-66% -$194K
ICF icon
671
iShares Select U.S. REIT ETF
ICF
$2.09B
$100K ﹤0.01%
1,970
-120
-6% -$6.06K
BIV icon
672
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$98K ﹤0.01%
1,163
– –
UNM icon
673
Unum
UNM
$14.3B
$98K ﹤0.01%
2,100
– –
SCHR
674
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$97K ﹤0.01%
3,584
+70
+2% +$1.89K
EL icon
675
Estee Lauder
EL
$32B
$96K ﹤0.01%
996
– –
25 26
27
28 29

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.