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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
CPB icon
726
Campbell Soup
CPB
$6.87B
$55K ﹤0.01%
1,050
– –
CMG icon
727
Chipotle Mexican Grill
CMG
$41.5B
$54K ﹤0.01%
6,500
-500
-7% -$4.64K
FXH icon
728
First Trust Health Care AlphaDEX Fund
FXH
$1.08B
$53K ﹤0.01%
800
– –
PCEF icon
729
Invesco CEF Income Composite ETF
PCEF
$814M
$53K ﹤0.01%
2,231
– –
SAP icon
730
SAP
SAP
$238B
$52K ﹤0.01%
500
– –
SHYG icon
731
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$52K ﹤0.01%
1,080
– –
AGNC icon
732
AGNC Investment
AGNC
$12.9B
$51K ﹤0.01%
2,400
– –
DWX icon
733
State Street SPDR S&P International Dividend ETF
DWX
$533M
$51K ﹤0.01%
1,300
-200
-13% -$7.82K
MTD icon
734
Mettler-Toledo International
MTD
$28.6B
$50K ﹤0.01%
85
– –
STX icon
735
Seagate
STX
$184B
$50K ﹤0.01%
1,280
– –
GRUB
736
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$48K ﹤0.01%
+550
New +$45.6K
GEN icon
737
Gen Digital
GEN
$17.5B
$47K ﹤0.01%
1,650
– –
PFF icon
738
iShares Preferred and Income Securities ETF
PFF
$13.3B
$46K ﹤0.01%
1,163
+39
+3% +$1.52K
SF
739
Stifel
SF
$12.6B
$46K ﹤0.01%
2,250
– –
TR icon
740
Tootsie Roll Industries
TR
$2.98B
$46K ﹤0.01%
1,711
– –
VHT icon
741
Vanguard Health Care ETF
VHT
$18.6B
$46K ﹤0.01%
313
– –
VO icon
742
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$46K ﹤0.01%
1,304
– –
CTHR
743
DELISTED
Charles & Colvard Ltd
CTHR
$46K ﹤0.01%
5,000
– –
ANDV
744
DELISTED
Andeavor
ANDV
$46K ﹤0.01%
+492
New +$41.5K
CLS icon
745
Celestica
CLS
$36.5B
$45K ﹤0.01%
3,350
-1,300
-28% -$18.2K
PBI icon
746
Pitney Bowes
PBI
$2.39B
$45K ﹤0.01%
2,990
– –
CTT
747
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$45K ﹤0.01%
4,000
– –
IP icon
748
International Paper
IP
$22B
$44K ﹤0.01%
819
+386
+89% +$19.5K
IWC icon
749
iShares Micro-Cap ETF
IWC
$1.52B
$44K ﹤0.01%
500
– –
NVG icon
750
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$44K ﹤0.01%
2,888
– –
28 29
30
31 32

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BAM
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ACI
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OSIA
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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.