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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
+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
APO icon
751
Apollo Global Management
APO
$73.4B
$40K ﹤0.01%
1,650
– –
WNR
752
DELISTED
Western Refining Inc
WNR
$40K ﹤0.01%
1,133
– –
FMY
753
First Trust Mortgage Income Fund
FMY
$48.7M
$39K ﹤0.01%
2,800
– –
PBI icon
754
Pitney Bowes
PBI
$2.39B
$39K ﹤0.01%
2,990
– –
VMC icon
755
Vulcan Materials
VMC
$36.9B
$38K ﹤0.01%
317
– –
RSPT icon
756
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$37K ﹤0.01%
+3,080
New +$35.9K
SRE icon
757
Sempra
SRE
$54.8B
$37K ﹤0.01%
666
– –
TFI icon
758
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$37K ﹤0.01%
775
– –
WPX
759
DELISTED
WPX Energy, Inc.
WPX
$37K ﹤0.01%
2,787
-3,439
-55% -$45.9K
SNAP icon
760
Snap
SNAP
$9.01B
$36K ﹤0.01%
+1,600
New +$35.5K
TOL icon
761
Toll Brothers
TOL
$14.5B
$36K ﹤0.01%
1,000
– –
ETR icon
762
Entergy
ETR
$50B
$35K ﹤0.01%
916
– –
MYN icon
763
BlackRock MuniYield New York Quality Fund
MYN
$377M
$35K ﹤0.01%
2,713
– –
VCSH icon
764
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$35K ﹤0.01%
+433
New +$34.4K
XEL icon
765
Xcel Energy
XEL
$48.8B
$35K ﹤0.01%
784
– –
ADNT icon
766
Adient
ADNT
$1.5B
$34K ﹤0.01%
467
-144
-24% -$9.46K
BTO
767
John Hancock Financial Opportunities Fund
BTO
$803M
$34K ﹤0.01%
1,000
– –
VAW icon
768
Vanguard Materials ETF
VAW
$3.08B
$34K ﹤0.01%
+290
New +$34.2K
AVNS
769
DELISTED
Avanos Medical
AVNS
$33K ﹤0.01%
858
-12
-1% -$468
BKN
770
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$33K ﹤0.01%
2,289
– –
GWW icon
771
W.W. Grainger
GWW
$60.2B
$33K ﹤0.01%
141
– –
O icon
772
Realty Income
O
$59.1B
$32K ﹤0.01%
557
– –
SCHG icon
773
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$31K ﹤0.01%
4,104
– –
WFM
774
DELISTED
Whole Foods Market Inc
WFM
$31K ﹤0.01%
1,050
+750
+250% +$22.6K
BALL icon
775
Ball Corp
BALL
$16.8B
$30K ﹤0.01%
800
– –
29 30
31
32 33

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.