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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
CB icon
51
Chubb
CB
$135B
$16.2M 0.54%
113,832
-3,254
-3% -$471K
TJX icon
52
TJX Companies
TJX
$178B
$16.2M 0.54%
439,386
-2,074
-0.5% -$73.9K
CMI icon
53
Cummins
CMI
$88.7B
$15.5M 0.52%
92,221
-351
-0.4% -$56.8K
COST icon
54
Costco
COST
$420B
$15.2M 0.51%
92,494
-2,884
-3% -$453K
COF icon
55
Capital One
COF
$134B
$15.1M 0.51%
178,907
-6,008
-3% -$495K
MRK icon
56
Merck
MRK
$318B
$15M 0.5%
245,216
+16,740
+7% +$1.01M
ITB icon
57
iShares US Home Construction ETF
ITB
$2.35B
$14.9M 0.5%
408,778
-1,954
-0.5% -$67.2K
VBR icon
58
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$14.9M 0.5%
116,585
+2,512
+2% +$310K
ABBV icon
59
AbbVie
ABBV
$435B
$14.7M 0.49%
165,784
-6,580
-4% -$501K
MO icon
60
Altria Group
MO
$114B
$14.7M 0.49%
232,270
+7,339
+3% +$489K
NVS icon
61
Novartis
NVS
$297B
$14.5M 0.49%
189,021
+4,128
+2% +$312K
GILD icon
62
Gilead Sciences
GILD
$165B
$14.4M 0.48%
177,276
-26,946
-13% -$2.06M
DHR icon
63
Danaher
DHR
$144B
$14.3M 0.48%
188,431
+7,507
+4% +$556K
STZ icon
64
Constellation Brands
STZ
$23.2B
$13.5M 0.45%
67,678
-290
-0.4% -$57.4K
RTX icon
65
RTX Corp
RTX
$301B
$13.4M 0.45%
183,647
-2,040
-1% -$151K
FISV
66
Fiserv Inc
FISV
$27.9B
$12.9M 0.43%
200,420
+12,718
+7% +$790K
ECL icon
67
Ecolab
ECL
$79.9B
$12.4M 0.42%
96,487
-5,160
-5% -$678K
PPG icon
68
PPG Industries
PPG
$26.6B
$12.2M 0.41%
111,880
+6,882
+7% +$733K
IVV icon
69
iShares Core S&P 500 ETF
IVV
$902B
$12M 0.4%
47,474
-46
-0.1% -$11.4K
DD icon
70
DuPont de Nemours
DD
$19.2B
$11.7M 0.39%
66,783
+45,879
+219% +$7.66M
BMY icon
71
Bristol-Myers Squibb
BMY
$132B
$11.5M 0.38%
180,434
+11,723
+7% +$685K
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$57.4B
$11.4M 0.38%
230,704
-6,836
-3% -$330K
AGN
73
DELISTED
Allergan plc
AGN
$11.2M 0.38%
54,745
-769
-1% -$179K
EOG icon
74
EOG Resources
EOG
$70.7B
$10.6M 0.35%
109,302
+3,364
+3% +$304K
SBUX icon
75
Starbucks
SBUX
$120B
$10.5M 0.35%
195,588
-4,815
-2% -$267K
1 2
3
4 5

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BAM
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ACI
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ACM
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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.