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
BLK icon
51
Blackrock
BLK
$176B
$15.9M 0.56%
41,537
+1,046
+3% +$400K
CB icon
52
Chubb
CB
$135B
$15.8M 0.55%
116,238
+533
+0.5% +$71.7K
MO icon
53
Altria Group
MO
$114B
$15.6M 0.54%
218,299
-147
-0.1% -$10.6K
ABT icon
54
Abbott
ABT
$187B
$15.6M 0.54%
350,429
+18,139
+5% +$784K
META icon
55
Meta Platforms (Facebook)
META
$1.51T
$14.9M 0.52%
104,776
+33,102
+46% +$4.42M
NEE icon
56
NextEra Energy
NEE
$177B
$14.4M 0.5%
449,284
+69,976
+18% +$2.2M
CMI icon
57
Cummins
CMI
$88.7B
$14.3M 0.5%
94,652
+3,195
+3% +$473K
STZ icon
58
Constellation Brands
STZ
$23.2B
$14M 0.49%
86,171
-4,852
-5% -$756K
MRK icon
59
Merck
MRK
$318B
$13.9M 0.49%
230,071
-9,758
-4% -$592K
VBR icon
60
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$13.6M 0.47%
110,758
+1,754
+2% +$215K
AGN
61
DELISTED
Allergan plc
AGN
$13.3M 0.47%
55,831
-5,050
-8% -$1.18M
RTX icon
62
RTX Corp
RTX
$301B
$13.3M 0.46%
188,147
-243
-0.1% -$17.1K
ITB icon
63
iShares US Home Construction ETF
ITB
$2.35B
$13.1M 0.46%
410,211
-9,677
-2% -$290K
ECL icon
64
Ecolab
ECL
$79.9B
$12.7M 0.44%
101,478
+554
+0.5% +$67.7K
DHR icon
65
Danaher
DHR
$144B
$12.5M 0.44%
165,108
+2,811
+2% +$209K
NVS icon
66
Novartis
NVS
$297B
$12.2M 0.43%
183,637
-2,321
-1% -$155K
SBUX icon
67
Starbucks
SBUX
$120B
$11.7M 0.41%
199,817
+11,473
+6% +$649K
IWR icon
68
iShares Russell Mid-Cap ETF
IWR
$57.4B
$11.3M 0.4%
242,332
+4,700
+2% +$218K
IVV icon
69
iShares Core S&P 500 ETF
IVV
$902B
$11M 0.38%
46,204
-45
-0.1% -$10.5K
PPG icon
70
PPG Industries
PPG
$26.6B
$10.8M 0.38%
103,081
-7,218
-7% -$731K
AMZN icon
71
Amazon
AMZN
$2.96T
$10.7M 0.37%
241,560
+13,700
+6% +$571K
ABBV icon
72
AbbVie
ABBV
$435B
$10.6M 0.37%
163,329
+2,498
+2% +$157K
EOG icon
73
EOG Resources
EOG
$70.7B
$9.82M 0.34%
100,699
+8,451
+9% +$843K
LLY icon
74
Eli Lilly
LLY
$1.06T
$9.67M 0.34%
114,958
-1,131
-1% -$90.6K
LMT icon
75
Lockheed Martin
LMT
$136B
$9.64M 0.34%
36,005
+2,500
+7% +$655K
1 2
3
4 5

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.