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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
NEE icon
51
NextEra Energy
NEE
$178B
$16.5M 0.56%
471,216
+21,932
+5% +$750K
AMZN icon
52
Amazon
AMZN
$2.96T
$16.1M 0.54%
331,820
+90,260
+37% +$4.31M
TJX icon
53
TJX Companies
TJX
$179B
$15.9M 0.54%
441,460
+2,640
+0.6% +$99.5K
COF icon
54
Capital One
COF
$133B
$15.3M 0.52%
184,915
-13,833
-7% -$1.12M
COST icon
55
Costco
COST
$420B
$15.3M 0.52%
95,378
+305
+0.3% +$52.6K
CMI icon
56
Cummins
CMI
$88.5B
$15M 0.51%
92,572
-2,080
-2% -$323K
GILD icon
57
Gilead Sciences
GILD
$166B
$14.5M 0.49%
204,222
-43,341
-18% -$2.88M
RTX icon
58
RTX Corp
RTX
$300B
$14.3M 0.48%
185,687
-2,460
-1% -$184K
VBR icon
59
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$14M 0.48%
114,073
+3,315
+3% +$405K
MRK icon
60
Merck
MRK
$316B
$14M 0.47%
228,476
-1,595
-0.7% -$97.1K
ITB icon
61
iShares US Home Construction ETF
ITB
$2.34B
$13.9M 0.47%
410,732
+521
+0.1% +$17.1K
NVS icon
62
Novartis
NVS
$297B
$13.8M 0.47%
184,893
+1,256
+0.7% +$89K
DHR icon
63
Danaher
DHR
$143B
$13.5M 0.46%
180,924
+15,816
+10% +$1.18M
AGN
64
DELISTED
Allergan plc
AGN
$13.5M 0.46%
55,514
-317
-0.6% -$74.5K
ECL icon
65
Ecolab
ECL
$79.9B
$13.5M 0.46%
101,647
+169
+0.2% +$21.8K
STZ icon
66
Constellation Brands
STZ
$23.2B
$13.2M 0.45%
67,968
-18,203
-21% -$3.24M
ABBV icon
67
AbbVie
ABBV
$433B
$12.5M 0.42%
172,364
+9,035
+6% +$607K
SBUX icon
68
Starbucks
SBUX
$121B
$11.7M 0.4%
200,403
+586
+0.3% +$35.4K
IVV icon
69
iShares Core S&P 500 ETF
IVV
$901B
$11.6M 0.39%
47,520
+1,316
+3% +$318K
PPG icon
70
PPG Industries
PPG
$26.6B
$11.5M 0.39%
104,998
+1,917
+2% +$207K
FISV
71
Fiserv Inc
FISV
$27.6B
$11.5M 0.39%
187,702
+22,152
+13% +$1.34M
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$57.4B
$11.4M 0.39%
237,540
-4,792
-2% -$227K
EOG icon
73
EOG Resources
EOG
$71.3B
$9.59M 0.33%
105,938
+5,239
+5% +$482K
BMY icon
74
Bristol-Myers Squibb
BMY
$131B
$9.4M 0.32%
168,711
+27,126
+19% +$1.48M
LLY icon
75
Eli Lilly
LLY
$1.05T
$9.35M 0.32%
113,600
-1,358
-1% -$111K
1 2
3
4 5

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BAM
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ACI
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ACM
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MXM
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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.