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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
LAD icon
751
Lithia Motors
LAD
$8.26B
– –
-5,173
Closed -$488K
LAMR icon
752
Lamar Advertising Co
LAMR
$16.3B
– –
-369
Closed -$27K
LAZ icon
753
Lazard
LAZ
$4.31B
– –
-2,245
Closed -$104K
LECO icon
754
Lincoln Electric
LECO
$15.4B
– –
-8,918
Closed -$822K
LNT icon
755
Alliant Energy
LNT
$18B
– –
-1,082
Closed -$43K
LPX icon
756
Louisiana-Pacific
LPX
$5.49B
– –
-382
Closed -$9K
LQD icon
757
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-1,260
Closed -$152K
LVS icon
758
Las Vegas Sands
LVS
$29.6B
– –
-59
Closed -$4K
LW icon
759
Lamb Weston
LW
$7.19B
– –
-4
Closed –
MAS icon
760
Masco
MAS
$15.3B
– –
-67
Closed -$3K
MBB icon
761
iShares MBS ETF
MBB
$39.1B
– –
-791
Closed -$84K
MCO icon
762
Moody's
MCO
$82.7B
– –
-2,140
Closed -$260K
MD icon
763
Pediatrix Medical
MD
$2.2B
– –
-4,499
Closed -$272K
MDXG icon
764
MiMedx Group
MDXG
$633M
– –
-10,000
Closed -$150K
MDY icon
765
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
– –
-425
Closed -$135K
MFC icon
766
Manulife Financial
MFC
$73.5B
– –
-1,185
Closed -$22K
MINT icon
767
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-632
Closed -$64K
MKC icon
768
McCormick & Company Non-Voting
MKC
$14.2B
– –
-6,842
Closed -$333K
MLI icon
769
Mueller Industries
MLI
$15.2B
– –
-1,600
Closed -$12K
MRSH
770
Marsh
MRSH
$91.5B
– –
-10,279
Closed -$801K
MMT
771
Aberdeen Multi-Market Income Fund
MMT
$243M
– –
-500
Closed -$3K
MNST icon
772
Monster Beverage
MNST
$88.5B
– –
-1,158
Closed -$29K
MOAT icon
773
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
– –
-180
Closed -$7K
CALY
774
Callaway Golf Company
CALY
$3.14B
– –
-459
Closed -$6K
MOH icon
775
Molina Healthcare
MOH
$10.3B
– –
-250
Closed -$17K
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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PP
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MXM
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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.