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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
OA
751
DELISTED
Orbital ATK, Inc.
OA
$44K ﹤0.01%
450
– –
WFM
752
DELISTED
Whole Foods Market Inc
WFM
$44K ﹤0.01%
1,050
– –
LNT icon
753
Alliant Energy
LNT
$18B
$43K ﹤0.01%
1,082
– –
VAW icon
754
Vanguard Materials ETF
VAW
$3.13B
$43K ﹤0.01%
355
+65
+22% +$7.8K
EPP icon
755
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
$42K ﹤0.01%
943
-178
-16% -$7.93K
JWN
756
DELISTED
Nordstrom
JWN
$42K ﹤0.01%
875
-4,650
-84% -$212K
O icon
757
Realty Income
O
$59.1B
$42K ﹤0.01%
793
+236
+42% +$13.1K
WELL icon
758
Welltower
WELL
$171B
$42K ﹤0.01%
561
+400
+248% +$29.2K
RAD
759
DELISTED
Rite Aid Corporation
RAD
$42K ﹤0.01%
718
+120
+20% +$9.07K
ETR icon
760
Entergy
ETR
$50B
$41K ﹤0.01%
1,066
+150
+16% +$5.8K
NAK
761
Northern Dynasty Minerals
NAK
$958M
$41K ﹤0.01%
29,695
– –
VTI icon
762
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$41K ﹤0.01%
326
-3,130
-91% -$386K
FMY
763
First Trust Mortgage Income Fund
FMY
$48.7M
$40K ﹤0.01%
2,800
– –
TOL icon
764
Toll Brothers
TOL
$14.5B
$40K ﹤0.01%
1,000
– –
VMC icon
765
Vulcan Materials
VMC
$36.9B
$40K ﹤0.01%
317
– –
FLG
766
Flagstar Bank National Association
FLG
$5.82B
$39K ﹤0.01%
1,000
– –
RSPT icon
767
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$38K ﹤0.01%
3,080
– –
SRE icon
768
Sempra
SRE
$54.8B
$38K ﹤0.01%
666
– –
TFI icon
769
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.14B
$38K ﹤0.01%
775
– –
TSCO icon
770
Tractor Supply
TSCO
$18B
$38K ﹤0.01%
3,500
+1,425
+69% +$17K
PACW
771
DELISTED
PacWest Bancorp
PACW
$37K ﹤0.01%
800
– –
APC
772
DELISTED
Anadarko Petroleum
APC
$37K ﹤0.01%
818
– –
BTO
773
John Hancock Financial Opportunities Fund
BTO
$803M
$36K ﹤0.01%
1,000
– –
XEL icon
774
Xcel Energy
XEL
$48.8B
$36K ﹤0.01%
784
– –
SAVE
775
DELISTED
Spirit Airlines, Inc.
SAVE
$36K ﹤0.01%
+700
New +$38.3K
29 30
31
32 33

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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.