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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
CPSS icon
701
Consumer Portfolio Services
CPSS
$206M
$69K ﹤0.01%
14,640
-4
-0% -$20
PWB icon
702
Invesco Large Cap Growth ETF
PWB
$2.41B
$69K ﹤0.01%
2,000
– –
CLS icon
703
Celestica
CLS
$36.5B
$68K ﹤0.01%
4,650
-1,000
-18% -$13.4K
COL
704
DELISTED
Rockwell Collins
COL
$68K ﹤0.01%
698
– –
ORLY icon
705
O'Reilly Automotive
ORLY
$76.3B
$67K ﹤0.01%
3,750
– –
HYD icon
706
VanEck High Yield Muni ETF
HYD
$4.4B
$66K ﹤0.01%
1,075
– –
IXP icon
707
iShares Global Comm Services ETF
IXP
$572M
$65K ﹤0.01%
1,100
-300
-21% -$17.8K
BR icon
708
Broadridge
BR
$19B
$64K ﹤0.01%
947
– –
MINT icon
709
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
632
– –
EVT icon
710
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.16B
$63K ﹤0.01%
3,000
– –
SVC
711
Service Properties Trust
SVC
$1.07B
$63K ﹤0.01%
400
– –
CMG icon
712
Chipotle Mexican Grill
CMG
$41.5B
$62K ﹤0.01%
7,000
– –
IJJ icon
713
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$62K ﹤0.01%
840
– –
SJM icon
714
J.M. Smucker
SJM
$12.8B
$62K ﹤0.01%
472
-1,906
-80% -$259K
CPB icon
715
Campbell Soup
CPB
$6.87B
$60K ﹤0.01%
1,050
-200
-16% -$12.1K
MOO icon
716
VanEck Agribusiness ETF
MOO
$973M
$59K ﹤0.01%
1,100
– –
STX icon
717
Seagate
STX
$184B
$59K ﹤0.01%
1,280
– –
UL icon
718
Unilever
UL
$136B
$58K ﹤0.01%
1,047
+53
+5% +$2.68K
DWX icon
719
State Street SPDR S&P International Dividend ETF
DWX
$533M
$57K ﹤0.01%
1,500
– –
NLY icon
720
Annaly Capital Management
NLY
$17.4B
$57K ﹤0.01%
1,275
-547
-30% -$23.3K
CCK icon
721
Crown Holdings
CCK
$13.1B
$53K ﹤0.01%
1,000
– –
PCEF icon
722
Invesco CEF Income Composite ETF
PCEF
$813M
$52K ﹤0.01%
2,231
-250
-10% -$5.75K
SHYG icon
723
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$52K ﹤0.01%
1,080
+1,000
+1,250% +$47.6K
GEN icon
724
Gen Digital
GEN
$17.5B
$51K ﹤0.01%
1,650
– –
RAD
725
DELISTED
Rite Aid Corporation
RAD
$51K ﹤0.01%
598
+98
+20% +$11.8K
27 28
29
30 31

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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.