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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
NI icon
801
NiSource
NI
$20.4B
$26K ﹤0.01%
1,022
– –
DRE
802
DELISTED
Duke Realty Corp.
DRE
$26K ﹤0.01%
940
– –
NTC
803
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$26K ﹤0.01%
2,100
– –
ARR
804
Armour Residential REIT
ARR
$2.36B
$25K ﹤0.01%
200
– –
GAIN icon
805
Gladstone Investment Corp
GAIN
$661M
$25K ﹤0.01%
2,700
+700
+35% +$6.52K
GWW icon
806
W.W. Grainger
GWW
$60.2B
$25K ﹤0.01%
141
– –
HEDJ icon
807
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$25K ﹤0.01%
+800
New +$25.9K
HOG icon
808
Harley-Davidson
HOG
$2.71B
$25K ﹤0.01%
471
– –
JNK icon
809
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
$25K ﹤0.01%
223
+40
+22% +$4.45K
SNAP icon
810
Snap
SNAP
$9.01B
$25K ﹤0.01%
1,400
-200
-13% -$4.03K
TBT icon
811
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$312M
$25K ﹤0.01%
687
– –
WPX
812
DELISTED
WPX Energy, Inc.
WPX
$25K ﹤0.01%
2,555
-232
-8% -$2.65K
SNX icon
813
TD Synnex
SNX
$20.2B
$24K ﹤0.01%
400
– –
CODI icon
814
Compass Diversified
CODI
$828M
$23K ﹤0.01%
+1,320
New +$22K
ESS icon
815
Essex Property Trust
ESS
$18.5B
$23K ﹤0.01%
+90
New +$22.6K
SURE icon
816
AdvisorShares Insider Advantage ETF
SURE
$57.6M
$23K ﹤0.01%
350
– –
GOV
817
DELISTED
Government Properties Income Trust
GOV
$23K ﹤0.01%
1,240
– –
AF
818
DELISTED
Astoria Financial Corporation
AF
$23K ﹤0.01%
1,150
– –
AEE icon
819
Ameren
AEE
$30.1B
$22K ﹤0.01%
400
– –
AMG icon
820
Affiliated Managers Group
AMG
$9.76B
$22K ﹤0.01%
131
– –
BGS icon
821
B&G Foods
BGS
$286M
$22K ﹤0.01%
+620
New +$24.7K
HIG icon
822
Hartford Financial Services
HIG
$39.3B
$22K ﹤0.01%
425
– –
MFC icon
823
Manulife Financial
MFC
$73.5B
$22K ﹤0.01%
1,185
+714
+152% +$12.6K
PGX icon
824
Invesco Preferred ETF
PGX
$3.79B
$22K ﹤0.01%
+1,460
New +$21.9K
RACE icon
825
Ferrari
RACE
$72.5B
$22K ﹤0.01%
250
– –
31 32
33
34 35

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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.