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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
UNIT
776
Uniti Group
UNIT
$2.32B
$30K ﹤0.01%
1,152
-26
-2% -$693
A icon
777
Agilent Technologies
A
$41.2B
$29K ﹤0.01%
556
-700
-56% -$35.3K
SCHV
778
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$29K ﹤0.01%
1,731
– –
SH icon
779
ProShares Short S&P500
SH
$843M
$29K ﹤0.01%
213
-125
-37% -$17.6K
HTO
780
H2O America
HTO
$2.62B
$29K ﹤0.01%
600
– –
TSCO icon
781
Tractor Supply
TSCO
$18B
$29K ﹤0.01%
2,075
– –
SEP
782
DELISTED
Spectra Engy Parters Lp
SEP
$29K ﹤0.01%
+675
New +$30.2K
HOG icon
783
Harley-Davidson
HOG
$2.71B
$28K ﹤0.01%
471
– –
HQH
784
abrdn Healthcare Investors
HQH
$1.32B
$28K ﹤0.01%
1,144
– –
VAC icon
785
Marriott Vacations Worldwide
VAC
$4.25B
$28K ﹤0.01%
276
– –
ALLE icon
786
Allegion
ALLE
$14.4B
$27K ﹤0.01%
353
– –
MNST icon
787
Monster Beverage
MNST
$88.5B
$27K ﹤0.01%
1,158
– –
TBT icon
788
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$305M
$27K ﹤0.01%
687
– –
GRMN
789
Garmin
GRMN
$60B
$26K ﹤0.01%
500
+300
+150% +$15.1K
NTC
790
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$26K ﹤0.01%
2,100
-2,122
-50% -$26.1K
GOV
791
DELISTED
Government Properties Income Trust
GOV
$26K ﹤0.01%
1,240
+200
+19% +$3.99K
IYE icon
792
iShares US Energy ETF
IYE
$1.7B
$25K ﹤0.01%
653
+2
+0.3% +$80
DRE
793
DELISTED
Duke Realty Corp.
DRE
$25K ﹤0.01%
940
– –
DKS icon
794
Dick's Sporting Goods
DKS
$18.7B
$24K ﹤0.01%
500
– –
DMO
795
Western Asset Mortgage Opportunity Fund
DMO
$120M
$24K ﹤0.01%
1,000
+750
+300% +$17.5K
NI icon
796
NiSource
NI
$20.4B
$24K ﹤0.01%
1,022
– –
PCY icon
797
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$24K ﹤0.01%
+829
New +$23.9K
SLV icon
798
iShares Silver Trust
SLV
$30.9B
$24K ﹤0.01%
1,418
+43
+3% +$712
YPF icon
799
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
$24K ﹤0.01%
1,000
– –
NE
800
DELISTED
Noble Corporation
NE
$24K ﹤0.01%
3,901
-5,044
-56% -$34K
30 31
32
33 34

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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.