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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
NGG icon
826
National Grid
NGG
$81.3B
$19K ﹤0.01%
311
-8,177
-96% -$472K
PBJ icon
827
Invesco Food & Beverage ETF
PBJ
$107M
$19K ﹤0.01%
576
– –
RACE icon
828
Ferrari
RACE
$72.5B
$19K ﹤0.01%
250
– –
CA
829
DELISTED
CA, Inc.
CA
$19K ﹤0.01%
614
-60
-9% -$1.93K
ALE
830
DELISTED
Allete
ALE
$18K ﹤0.01%
267
-99
-27% -$6.49K
GAIN icon
831
Gladstone Investment Corp
GAIN
$661M
$18K ﹤0.01%
2,000
– –
IPAR icon
832
Interparfums
IPAR
$3.94B
$18K ﹤0.01%
500
– –
NNBR icon
833
NN Inc
NNBR
$311M
$18K ﹤0.01%
700
– –
VREX icon
834
Varex Imaging
VREX
$523M
$18K ﹤0.01%
+538
New +$17K
VRSK icon
835
Verisk Analytics
VRSK
$25B
$18K ﹤0.01%
220
– –
ALXN
836
DELISTED
Alexion Pharmaceuticals
ALXN
$18K ﹤0.01%
150
– –
VVC
837
DELISTED
Vectren Corporation
VVC
$18K ﹤0.01%
300
-256
-46% -$14.2K
BIDU icon
838
Baidu
BIDU
$37.2B
$17K ﹤0.01%
100
– –
BKLN icon
839
Invesco Senior Loan ETF
BKLN
$6.74B
$17K ﹤0.01%
+715
New +$16.7K
IEFA icon
840
iShares Core MSCI EAFE ETF
IEFA
$196B
$17K ﹤0.01%
+292
New +$16.4K
TDG icon
841
TransDigm Group
TDG
$67.7B
$17K ﹤0.01%
75
– –
MMP
842
DELISTED
Magellan Midstream Partners, L.P.
MMP
$17K ﹤0.01%
225
-157
-41% -$12.2K
CRVP
843
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$17K ﹤0.01%
20,000
– –
BIVV
844
DELISTED
Bioverativ Inc. Common Stock
BIVV
$17K ﹤0.01%
+308
New +$15.2K
FLR icon
845
Fluor
FLR
$7.96B
$16K ﹤0.01%
300
– –
ITT icon
846
ITT
ITT
$19.1B
$16K ﹤0.01%
386
– –
VSH icon
847
Vishay Intertechnology
VSH
$5.43B
$16K ﹤0.01%
1,000
– –
WSM icon
848
Williams-Sonoma
WSM
$29.6B
$16K ﹤0.01%
600
– –
CTWS
849
DELISTED
Connecticut Water Service Inc
CTWS
$16K ﹤0.01%
298
-1,000
-77% -$54.1K
KCG
850
DELISTED
KCG Holdings, Inc.
KCG
$16K ﹤0.01%
+900
New +$13.4K
32 33
34
35 36

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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 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.