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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
AGR
676
DELISTED
Avangrid, Inc.
AGR
$96K ﹤0.01%
2,167
-507
-19% -$22.5K
VSM
677
DELISTED
Versum Materials, Inc.
VSM
$96K ﹤0.01%
2,943
-37
-1% -$1.16K
PXLC
678
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$96K ﹤0.01%
1,996
– –
SCHP icon
679
Schwab US TIPS ETF
SCHP
$16.3B
$94K ﹤0.01%
3,422
+62
+2% +$1.72K
ESI icon
680
Element Solutions
ESI
$9.23B
$93K ﹤0.01%
7,300
– –
IWO icon
681
iShares Russell 2000 Growth ETF
IWO
$15.1B
$93K ﹤0.01%
550
– –
NYT icon
682
New York Times
NYT
$10.2B
$92K ﹤0.01%
5,188
– –
GNW icon
683
Genworth Financial
GNW
$3.71B
$86K ﹤0.01%
22,742
-653
-3% -$2.48K
HYG icon
684
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$86K ﹤0.01%
968
-2,887
-75% -$254K
NLY icon
685
Annaly Capital Management
NLY
$17.4B
$86K ﹤0.01%
1,775
+500
+39% +$23.6K
HUM icon
686
Humana
HUM
$46.2B
$85K ﹤0.01%
353
– –
IDA icon
687
Idacorp
IDA
$8.2B
$85K ﹤0.01%
1,000
– –
L icon
688
Loews
L
$23.6B
$84K ﹤0.01%
1,800
– –
MBB icon
689
iShares MBS ETF
MBB
$39.1B
$84K ﹤0.01%
791
+75
+10% +$8.03K
LLL
690
DELISTED
L3 Technologies, Inc.
LLL
$84K ﹤0.01%
502
– –
BPL
691
DELISTED
Buckeye Partners, L.P.
BPL
$83K ﹤0.01%
1,300
+200
+18% +$13.1K
OKS
692
DELISTED
Oneok Partners LP
OKS
$82K ﹤0.01%
1,600
– –
IXC icon
693
iShares Global Energy ETF
IXC
$2.76B
$81K ﹤0.01%
2,596
– –
JAKK icon
694
Jakks Pacific
JAKK
$293M
$80K ﹤0.01%
2,010
– –
JCP
695
DELISTED
J.C. Penney Company, Inc.
JCP
$79K ﹤0.01%
17,019
+1,030
+6% +$5.27K
SCHZ icon
696
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$78K ﹤0.01%
2,992
+230
+8% +$6K
UGI icon
697
UGI
UGI
$7.33B
$77K ﹤0.01%
1,600
-200
-11% -$9.94K
CCL icon
698
Carnival Corporation Ltd
CCL
$39.7B
$73K ﹤0.01%
1,112
-100
-8% -$6.23K
B
699
Barrick Mining
B
$73.2B
$73K ﹤0.01%
4,600
+600
+15% +$10.3K
ROK icon
700
Rockwell Automation
ROK
$49B
$73K ﹤0.01%
448
– –
26 27
28
29 30

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BAM
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ACI
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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.