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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
MOO icon
776
VanEck Agribusiness ETF
MOO
$973M
– –
-1,100
Closed -$61K
MSI icon
777
Motorola Solutions
MSI
$77.4B
– –
-6,774
Closed -$587K
MTD icon
778
Mettler-Toledo International
MTD
$28.6B
– –
-85
Closed -$50K
MUB icon
779
iShares National Muni Bond ETF
MUB
$45.9B
– –
-5,675
Closed -$625K
MUR icon
780
Murphy Oil
MUR
$4.78B
– –
-64
Closed -$2K
MYN icon
781
BlackRock MuniYield New York Quality Fund
MYN
$377M
– –
-2,713
Closed -$35K
NAD icon
782
Nuveen Quality Municipal Income Fund
NAD
$2.78B
– –
-101
Closed -$1K
NBR icon
783
Nabors Industries
NBR
$1.21B
– –
-8
Closed -$3K
NGG icon
784
National Grid
NGG
$81.3B
– –
-311
Closed -$17K
NI icon
785
NiSource
NI
$20.4B
– –
-1,022
Closed -$26K
NJR icon
786
New Jersey Resources
NJR
$5.58B
– –
-200
Closed -$8K
NNBR icon
787
NN Inc
NNBR
$311M
– –
-700
Closed -$19K
NNN icon
788
NNN REIT
NNN
$8.99B
– –
-470
Closed -$18K
NOC icon
789
Northrop Grumman
NOC
$81.2B
– –
-475
Closed -$122K
NOK icon
790
Nokia
NOK
$52.3B
– –
-650
Closed -$4K
NOV icon
791
NOV
NOV
$7B
– –
-2,000
Closed -$66K
NPO icon
792
Enpro
NPO
$7.05B
– –
-100
Closed -$7K
NUE icon
793
Nucor
NUE
$62.1B
– –
-6,788
Closed -$393K
NVG icon
794
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
– –
-2,888
Closed -$44K
NYT icon
795
New York Times
NYT
$10.2B
– –
-5,188
Closed -$92K
O icon
796
Realty Income
O
$59.1B
– –
-793
Closed -$42K
OC icon
797
Owens Corning
OC
$12.4B
– –
-100
Closed -$7K
OEF icon
798
iShares S&P 100 ETF
OEF
$20.5B
– –
-972
Closed -$104K
OKE icon
799
Oneok
OKE
$54.5B
– –
-235
Closed -$12K
OMF icon
800
OneMain Financial
OMF
$7.47B
– –
-94
Closed -$2K
30 31
32
33 34

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IA
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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.