We are live on ! Find out more
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
SLV icon
826
iShares Silver Trust
SLV
$30.7B
$22K ﹤0.01%
1,375
-43
-3% -$700
YPF icon
827
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
$22K ﹤0.01%
1,000
– –
AN icon
828
AutoNation
AN
$6.92B
$21K ﹤0.01%
500
– –
BND icon
829
Vanguard Total Bond Market
BND
$158B
$21K ﹤0.01%
252
-906
-78% -$74K
KEYS icon
830
Keysight
KEYS
$58.3B
$21K ﹤0.01%
540
– –
PNR icon
831
Pentair
PNR
$11B
$21K ﹤0.01%
479
+184
+62% +$8.04K
WEC icon
832
WEC Energy
WEC
$35.1B
$21K ﹤0.01%
345
+95
+38% +$5.87K
CA
833
DELISTED
CA, Inc.
CA
$21K ﹤0.01%
614
– –
BMO icon
834
Bank of Montreal
BMO
$127B
$20K ﹤0.01%
277
– –
DKS icon
835
Dick's Sporting Goods
DKS
$18.7B
$20K ﹤0.01%
500
– –
SJNK icon
836
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.76B
$20K ﹤0.01%
708
– –
SMB icon
837
VanEck Short Muni ETF
SMB
$312M
$20K ﹤0.01%
1,155
– –
SPH icon
838
Suburban Propane Partners
SPH
$1.18B
$20K ﹤0.01%
840
+440
+110% +$10.9K
TDG icon
839
TransDigm Group
TDG
$67.7B
$20K ﹤0.01%
75
– –
CNSL
840
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$20K ﹤0.01%
+920
New +$20K
ALE
841
DELISTED
Allete
ALE
$19K ﹤0.01%
267
– –
NNBR icon
842
NN Inc
NNBR
$311M
$19K ﹤0.01%
700
– –
VRSK icon
843
Verisk Analytics
VRSK
$25B
$19K ﹤0.01%
220
– –
CXO
844
DELISTED
CONCHO RESOURCES INC.
CXO
$19K ﹤0.01%
155
– –
CVRR
845
DELISTED
CVR Refining, LP
CVRR
$19K ﹤0.01%
+2,000
New +$19.2K
ATMP icon
846
iPath Select MLP ETN
ATMP
$621M
$18K ﹤0.01%
+829
New +$18.9K
GDX icon
847
VanEck Gold Miners ETF
GDX
$27.4B
$18K ﹤0.01%
830
-150
-15% -$3.41K
IEFA icon
848
iShares Core MSCI EAFE ETF
IEFA
$196B
$18K ﹤0.01%
292
– –
NNN icon
849
NNN REIT
NNN
$8.99B
$18K ﹤0.01%
+470
New +$19K
VREX icon
850
Varex Imaging
VREX
$523M
$18K ﹤0.01%
538
– –
32 33
34
35 36

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.