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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
IWS icon
726
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
– –
-8,530
Closed -$717K
IXC icon
727
iShares Global Energy ETF
IXC
$2.62B
– –
-2,596
Closed -$81K
IXJ icon
728
iShares Global Healthcare ETF
IXJ
$4.19B
– –
-10,758
Closed -$588K
IXP icon
729
iShares Global Comm Services ETF
IXP
$572M
– –
-1,100
Closed -$64K
IYE icon
730
iShares US Energy ETF
IYE
$1.7B
– –
-300
Closed -$11K
IYH icon
731
iShares US Healthcare ETF
IYH
$3.71B
– –
-14,675
Closed -$488K
IYJ icon
732
iShares US Industrials ETF
IYJ
$1.95B
– –
-2,000
Closed -$132K
IYK icon
733
iShares US Consumer Staples ETF
IYK
$1.43B
– –
-3,249
Closed -$132K
IYM icon
734
iShares US Basic Materials ETF
IYM
$1.02B
– –
-7,260
Closed -$648K
IYR icon
735
iShares US Real Estate ETF
IYR
$4.57B
– –
-4,405
Closed -$351K
IYW icon
736
iShares US Technology ETF
IYW
$25.5B
– –
-200
Closed -$7K
IYZ icon
737
iShares US Telecommunications ETF
IYZ
$1.23B
– –
-400
Closed -$13K
JBLU icon
738
JetBlue
JBLU
$2.29B
– –
-250
Closed -$6K
JCE icon
739
Nuveen Core Equity Alpha Fund
JCE
$288M
– –
-575
Closed -$8K
JLL icon
740
Jones Lang LaSalle
JLL
$16.7B
– –
-87
Closed -$11K
JNPR
741
DELISTED
Juniper Networks
JNPR
– –
-42,841
Closed -$1.19M
JNK icon
742
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
– –
-223
Closed -$25K
JPC icon
743
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
– –
-668
Closed -$7K
JWN
744
DELISTED
Nordstrom
JWN
– –
-875
Closed -$42K
K
745
DELISTED
Kellanova
K
– –
-2,788
Closed -$182K
KDP icon
746
Keurig Dr Pepper
KDP
$40.8B
– –
-74
Closed -$7K
KEYS icon
747
Keysight
KEYS
$58.3B
– –
-540
Closed -$21K
KMI icon
748
Kinder Morgan
KMI
$68.7B
– –
-13,391
Closed -$256K
KWR icon
749
Quaker Houghton
KWR
$2.92B
– –
-6,100
Closed -$885K
L icon
750
Loews
L
$23.6B
– –
-1,800
Closed -$84K
28 29
30
31 32

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BAM
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ACI
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ACM
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OSIA
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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.