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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
IDA icon
701
Idacorp
IDA
$8.2B
– –
-1,000
Closed -$85K
ICUI icon
702
ICU Medical
ICUI
$4.61B
– –
-6,763
Closed -$1.17M
IDCC icon
703
InterDigital
IDCC
$8.89B
– –
-6,033
Closed -$466K
IEF icon
704
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-2,575
Closed -$275K
IEFA icon
705
iShares Core MSCI EAFE ETF
IEFA
$196B
– –
-292
Closed -$18K
IEO icon
706
iShares US Oil & Gas Exploration & Production ETF
IEO
$543M
– –
-497
Closed -$27K
IEZ icon
707
iShares US Oil Equipment & Services ETF
IEZ
$364M
– –
-50
Closed -$2K
IGM icon
708
iShares Expanded Tech Sector ETF
IGM
$10.8B
– –
-11,130
Closed -$268K
IGSB icon
709
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-13,888
Closed -$731K
IJH icon
710
iShares Core S&P Mid-Cap ETF
IJH
$127B
– –
-13,995
Closed -$487K
IJJ icon
711
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
– –
-840
Closed -$62K
IJK icon
712
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
– –
-3,308
Closed -$163K
IJT icon
713
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
– –
-1,830
Closed -$143K
IMKTA icon
714
Ingles Markets
IMKTA
$1.67B
– –
-18,860
Closed -$628K
INTU icon
715
Intuit
INTU
$89B
– –
-790
Closed -$105K
IOVA icon
716
Iovance Biotherapeutics
IOVA
$2.87B
– –
-19,413
Closed -$143K
IP icon
717
International Paper
IP
$22B
– –
-819
Closed -$44K
IPG
718
DELISTED
Interpublic Group of Companies
IPG
– –
-14,278
Closed -$352K
IRM icon
719
Iron Mountain
IRM
$36.1B
– –
-200
Closed -$7K
ITT icon
720
ITT
ITT
$19.1B
– –
-386
Closed -$16K
IVZ icon
721
Invesco
IVZ
$13.9B
– –
-250
Closed -$9K
IWC icon
722
iShares Micro-Cap ETF
IWC
$1.5B
– –
-500
Closed -$44K
IWN icon
723
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-1,100
Closed -$131K
IWO icon
724
iShares Russell 2000 Growth ETF
IWO
$15B
– –
-550
Closed -$93K
IWP icon
725
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
– –
-7,438
Closed -$402K
27 28
29
30 31

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.