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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
GGG icon
676
Graco
GGG
$13.5B
– –
-15,840
Closed -$578K
GLP icon
677
Global Partners
GLP
$1.7B
– –
-240
Closed -$4K
GNR icon
678
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.87B
– –
-4,866
Closed -$202K
B
679
Barrick Mining
B
$73.2B
– –
-4,600
Closed -$73K
GRMN
680
Garmin
GRMN
$60B
– –
-500
Closed -$26K
GRP.U
681
DELISTED
Granite Real Estate Investment Trust
GRP.U
– –
-13,048
Closed -$515K
GVI icon
682
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
– –
-3,403
Closed -$377K
GWW icon
683
W.W. Grainger
GWW
$60.2B
– –
-141
Closed -$25K
HAS icon
684
Hasbro
HAS
$13.2B
– –
-282
Closed -$31K
HBI
685
DELISTED
Hanesbrands
HBI
– –
-357
Closed -$8K
HEDJ icon
686
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
– –
-800
Closed -$25K
HES
687
DELISTED
Hess
HES
– –
-33
Closed -$1K
HIG icon
688
Hartford Financial Services
HIG
$39.3B
– –
-425
Closed -$22K
HOG icon
689
Harley-Davidson
HOG
$2.71B
– –
-471
Closed -$25K
HQH
690
abrdn Healthcare Investors
HQH
$1.32B
– –
-1,144
Closed -$29K
HRI icon
691
Herc Holdings
HRI
$5.61B
– –
-400
Closed -$16K
HUBB icon
692
Hubbell
HUBB
$27.2B
– –
-3,674
Closed -$416K
HUM icon
693
Humana
HUM
$46.2B
– –
-353
Closed -$85K
HWKN icon
694
Hawkins
HWKN
$2.71B
– –
-220
Closed -$5K
HWM icon
695
Howmet Aerospace
HWM
$112B
– –
-132
Closed -$2K
HYD icon
696
VanEck High Yield Muni ETF
HYD
$4.4B
– –
-1,075
Closed -$66K
HYG icon
697
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-968
Closed -$86K
IBB icon
698
iShares Biotechnology ETF
IBB
$9.71B
– –
-20,520
Closed -$2.12M
ICE icon
699
Intercontinental Exchange
ICE
$84.4B
– –
-3,640
Closed -$240K
ICF icon
700
iShares Select U.S. REIT ETF
ICF
$2.11B
– –
-1,970
Closed -$100K
26 27
28
29 30

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IA
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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
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.