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
APC
726
DELISTED
Anadarko Petroleum
APC
$51K ﹤0.01%
818
– –
EPP icon
727
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
$50K ﹤0.01%
1,121
– –
FXH icon
728
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$50K ﹤0.01%
800
– –
SF
729
Stifel
SF
$12.6B
$50K ﹤0.01%
2,250
– –
SAP icon
730
SAP
SAP
$238B
$49K ﹤0.01%
+500
New +$46.5K
TR icon
731
Tootsie Roll Industries
TR
$2.98B
$49K ﹤0.01%
1,711
– –
AGNC icon
732
AGNC Investment
AGNC
$12.9B
$48K ﹤0.01%
2,400
– –
DINO icon
733
HF Sinclair
DINO
$14.5B
$48K ﹤0.01%
1,688
+160
+10% +$4.67K
EVRI
734
DELISTED
Everi Holdings
EVRI
$48K ﹤0.01%
10,000
– –
CTHR
735
DELISTED
Charles & Colvard Ltd
CTHR
$48K ﹤0.01%
5,000
+2,238
+81% +$23.1K
CTT
736
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$46K ﹤0.01%
4,000
– –
VO icon
737
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$45K ﹤0.01%
1,304
+504
+63% +$17.3K
OA
738
DELISTED
Orbital ATK, Inc.
OA
$44K ﹤0.01%
450
-150
-25% -$13.9K
IWC icon
739
iShares Micro-Cap ETF
IWC
$1.5B
$43K ﹤0.01%
500
– –
LNT icon
740
Alliant Energy
LNT
$18B
$43K ﹤0.01%
1,082
– –
PFF icon
741
iShares Preferred and Income Securities ETF
PFF
$13.2B
$43K ﹤0.01%
1,124
+59
+6% +$2.26K
VHT icon
742
Vanguard Health Care ETF
VHT
$18.7B
$43K ﹤0.01%
313
-209
-40% -$28.1K
PACW
743
DELISTED
PacWest Bancorp
PACW
$43K ﹤0.01%
800
– –
DVN icon
744
Devon Energy
DVN
$47.3B
$42K ﹤0.01%
1,000
– –
NAK
745
Northern Dynasty Minerals
NAK
$958M
$42K ﹤0.01%
29,695
– –
NVG icon
746
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$42K ﹤0.01%
2,888
– –
SDS icon
747
ProShares UltraShort S&P500
SDS
$369M
$42K ﹤0.01%
31
-14
-31% -$19.6K
FLG
748
Flagstar Bank National Association
FLG
$5.82B
$42K ﹤0.01%
1,000
– –
AMJ
749
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$42K ﹤0.01%
1,307
– –
MTD icon
750
Mettler-Toledo International
MTD
$28.6B
$41K ﹤0.01%
85
– –
28 29
30
31 32

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.