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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
OSK icon
801
Oshkosh
OSK
$9.59B
– –
-31
Closed -$2K
PANW icon
802
Palo Alto Networks
PANW
$297B
– –
-5,400
Closed -$120K
PBA icon
803
Pembina Pipeline
PBA
$27.6B
– –
-170
Closed -$6K
PBI icon
804
Pitney Bowes
PBI
$2.39B
– –
-2,990
Closed -$45K
PBJ icon
805
Invesco Food & Beverage ETF
PBJ
$107M
– –
-223
Closed -$7K
PCEF icon
806
Invesco CEF Income Composite ETF
PCEF
$813M
– –
-2,231
Closed -$53K
PCG icon
807
PG&E
PCG
$38.5B
– –
-100
Closed -$7K
PCH
808
DELISTED
PotlatchDeltic
PCH
– –
-7
Closed –
PCY icon
809
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
– –
-919
Closed -$27K
PEG icon
810
Public Service Enterprise Group
PEG
$37.7B
– –
-8,059
Closed -$347K
PFF icon
811
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-1,163
Closed -$46K
PGX icon
812
Invesco Preferred ETF
PGX
$3.78B
– –
-1,460
Closed -$22K
PH icon
813
Parker-Hannifin
PH
$135B
– –
-6,079
Closed -$972K
IFLN
814
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
– –
-11,851
Closed -$225K
PII icon
815
Polaris
PII
$4.07B
– –
-2,980
Closed -$275K
PJT icon
816
PJT Partners
PJT
$4.38B
– –
-74
Closed -$3K
PNR icon
817
Pentair
PNR
$11B
– –
-479
Closed -$21K
PNW icon
818
Pinnacle West Capital
PNW
$12.2B
– –
-117
Closed -$10K
POOL icon
819
Pool Corp
POOL
$7.5B
– –
-24
Closed -$3K
POST icon
820
Post Holdings
POST
$3.57B
– –
-89
Closed -$5K
PPL
821
PPL Corp
PPL
$26.7B
– –
-5,007
Closed -$194K
PRTA icon
822
Prothena Corp
PRTA
$450M
– –
-48
Closed -$3K
PSK icon
823
State Street SPDR ICE Preferred Securities ETF
PSK
$686M
– –
-200
Closed -$9K
PTC icon
824
PTC
PTC
$16B
– –
-55
Closed -$3K
PWB icon
825
Invesco Large Cap Growth ETF
PWB
$2.41B
– –
-2,000
Closed -$72K
31 32
33
34 35

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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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.