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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
MYN icon
776
BlackRock MuniYield New York Quality Fund
MYN
$377M
$35K ﹤0.01%
2,713
– –
VCSH icon
777
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$35K ﹤0.01%
433
– –
BALL icon
778
Ball Corp
BALL
$16.8B
$34K ﹤0.01%
800
– –
BIP icon
779
Brookfield Infrastructure Partners
BIP
$18B
$34K ﹤0.01%
1,386
+1,134
+450% +$26.8K
BKN
780
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$34K ﹤0.01%
2,289
– –
A icon
781
Agilent Technologies
A
$41.2B
$33K ﹤0.01%
556
– –
EQNR icon
782
Equinor
EQNR
$92.4B
$33K ﹤0.01%
+2,000
New +$34.3K
SCHG icon
783
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$32K ﹤0.01%
4,104
– –
VAC icon
784
Marriott Vacations Worldwide
VAC
$4.25B
$32K ﹤0.01%
276
– –
ADNT icon
785
Adient
ADNT
$1.5B
$31K ﹤0.01%
467
– –
AVNS
786
DELISTED
Avanos Medical
AVNS
$31K ﹤0.01%
795
-63
-7% -$2.38K
HAS icon
787
Hasbro
HAS
$13.2B
$31K ﹤0.01%
282
+185
+191% +$19.1K
FUN icon
788
Cedar Fair
FUN
$1.67B
$30K ﹤0.01%
420
+250
+147% +$17.6K
HTO
789
H2O America
HTO
$2.62B
$30K ﹤0.01%
600
– –
ALLE icon
790
Allegion
ALLE
$14.4B
$29K ﹤0.01%
353
– –
HQH
791
abrdn Healthcare Investors
HQH
$1.32B
$29K ﹤0.01%
1,144
– –
MNST icon
792
Monster Beverage
MNST
$88.5B
$29K ﹤0.01%
1,158
– –
SCHV
793
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$29K ﹤0.01%
1,731
– –
UNIT
794
Uniti Group
UNIT
$2.32B
$29K ﹤0.01%
1,152
– –
SEP
795
DELISTED
Spectra Engy Parters Lp
SEP
$29K ﹤0.01%
675
– –
IEO icon
796
iShares US Oil & Gas Exploration & Production ETF
IEO
$543M
$27K ﹤0.01%
497
-727
-59% -$41.6K
LAMR icon
797
Lamar Advertising Co
LAMR
$16.3B
$27K ﹤0.01%
+369
New +$26.5K
PCY icon
798
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$27K ﹤0.01%
919
+90
+11% +$2.65K
DMO
799
Western Asset Mortgage Opportunity Fund
DMO
$120M
$26K ﹤0.01%
1,000
– –
GRMN
800
Garmin
GRMN
$60B
$26K ﹤0.01%
500
– –
30 31
32
33 34

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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 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.