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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
SNI
801
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$24K ﹤0.01%
300
– –
AF
802
DELISTED
Astoria Financial Corporation
AF
$24K ﹤0.01%
1,150
– –
ARR
803
Armour Residential REIT
ARR
$2.36B
$23K ﹤0.01%
200
– –
REGN icon
804
Regeneron Pharmaceuticals
REGN
$80.8B
$23K ﹤0.01%
60
– –
SURE icon
805
AdvisorShares Insider Advantage ETF
SURE
$57.6M
$23K ﹤0.01%
350
– –
ETP
806
DELISTED
Energy Transfer Partners L.p.
ETP
$23K ﹤0.01%
640
– –
AEE icon
807
Ameren
AEE
$30.1B
$22K ﹤0.01%
400
– –
FL
808
DELISTED
Foot Locker
FL
$22K ﹤0.01%
300
– –
GDX icon
809
VanEck Gold Miners ETF
GDX
$27.4B
$22K ﹤0.01%
980
– –
SNX icon
810
TD Synnex
SNX
$20.2B
$22K ﹤0.01%
400
– –
TRGP icon
811
Targa Resources
TRGP
$55.1B
$22K ﹤0.01%
370
-100
-21% -$5.81K
SNR
812
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$22K ﹤0.01%
2,200
-200
-8% -$2.03K
AMG icon
813
Affiliated Managers Group
AMG
$9.76B
$21K ﹤0.01%
131
– –
AN icon
814
AutoNation
AN
$6.92B
$21K ﹤0.01%
500
– –
BBWI icon
815
Bath & Body Works
BBWI
$4.1B
$21K ﹤0.01%
562
-123
-18% -$5.54K
BMO icon
816
Bank of Montreal
BMO
$127B
$21K ﹤0.01%
277
-53
-16% -$4K
IP icon
817
International Paper
IP
$22B
$21K ﹤0.01%
433
– –
HIG icon
818
Hartford Financial Services
HIG
$39.3B
$20K ﹤0.01%
425
– –
HRI icon
819
Herc Holdings
HRI
$5.61B
$20K ﹤0.01%
400
– –
JNK icon
820
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$20K ﹤0.01%
183
+59
+48% +$6.51K
KEYS icon
821
Keysight
KEYS
$58.3B
$20K ﹤0.01%
540
– –
SJNK icon
822
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$20K ﹤0.01%
+708
New +$19.8K
SMB icon
823
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
CXO
824
DELISTED
CONCHO RESOURCES INC.
CXO
$20K ﹤0.01%
155
– –
MSTR icon
825
Strategy Inc
MSTR
$38.4B
$19K ﹤0.01%
1,000
– –
31 32
33
34 35

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MXM
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OSIA
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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.