We are live on ! Find out more
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
EL icon
676
Estee Lauder
EL
$32B
$84K ﹤0.01%
996
– –
L icon
677
Loews
L
$23.6B
$84K ﹤0.01%
1,800
– –
OIL
678
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$84K ﹤0.01%
+15,055
New +$88.8K
COMT icon
679
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$83K ﹤0.01%
+2,469
New +$84.6K
IDA icon
680
Idacorp
IDA
$8.2B
$83K ﹤0.01%
1,000
– –
LLL
681
DELISTED
L3 Technologies, Inc.
LLL
$83K ﹤0.01%
+502
New +$81.2K
NOV icon
682
NOV
NOV
$7B
$82K ﹤0.01%
2,050
-500
-20% -$19.5K
GSAT icon
683
Globalstar
GSAT
$10.8B
$80K ﹤0.01%
3,333
– –
AZO icon
684
AutoZone
AZO
$51.1B
$77K ﹤0.01%
106
– –
B
685
Barrick Mining
B
$73.2B
$76K ﹤0.01%
4,000
+449
+13% +$8.29K
MBB icon
686
iShares MBS ETF
MBB
$39.1B
$76K ﹤0.01%
716
+111
+18% +$11.8K
EEP
687
DELISTED
Enbridge Energy Partners
EEP
$76K ﹤0.01%
4,000
– –
CRM icon
688
Salesforce
CRM
$158B
$75K ﹤0.01%
915
-300
-25% -$24K
IEO icon
689
iShares US Oil & Gas Exploration & Production ETF
IEO
$543M
$75K ﹤0.01%
1,224
-570
-32% -$35.8K
NYT icon
690
New York Times
NYT
$10.2B
$75K ﹤0.01%
5,188
– –
BPL
691
DELISTED
Buckeye Partners, L.P.
BPL
$75K ﹤0.01%
1,100
– –
EIX icon
692
Edison International
EIX
$26.4B
$74K ﹤0.01%
925
+25
+3% +$1.9K
POT
693
DELISTED
Potash Corp Of Saskatchewan
POT
$74K ﹤0.01%
4,338
– –
HUM icon
694
Humana
HUM
$46.2B
$73K ﹤0.01%
353
-200
-36% -$41.4K
NS
695
DELISTED
NuStar Energy L.P.
NS
$73K ﹤0.01%
1,400
– –
SCHZ icon
696
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$72K ﹤0.01%
2,762
+80
+3% +$2.06K
CCL icon
697
Carnival Corporation Ltd
CCL
$39.7B
$71K ﹤0.01%
1,212
-81
-6% -$4.53K
ROK icon
698
Rockwell Automation
ROK
$49B
$70K ﹤0.01%
448
– –
RYN icon
699
Rayonier
RYN
$6.55B
$70K ﹤0.01%
2,714
-661
-20% -$16.9K
TEF
700
DELISTED
Telefonica
TEF
$70K ﹤0.01%
7,751
-120
-2% -$988
26 27
28
29 30

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.