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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
PYN
826
DELISTED
PIMCO New York Municipal Income Fund III
PYN
– –
-500
Closed -$5K
QQQ icon
827
Invesco QQQ Trust
QQQ
$481B
– –
-6,787
Closed -$934K
RA
828
Brookfield Real Assets Income Fund
RA
$708M
– –
-611
Closed -$14K
RACE icon
829
Ferrari
RACE
$72.5B
– –
-250
Closed -$22K
REGN icon
830
Regeneron Pharmaceuticals
REGN
$80.8B
– –
-454
Closed -$223K
RES icon
831
RPC Inc
RES
$1.3B
– –
-187
Closed -$4K
RFG icon
832
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
– –
-6,775
Closed -$190K
RGT
833
Royce Global Value Trust
RGT
$102M
– –
-1,352
Closed -$13K
RNP icon
834
Cohen & Steers REIT and Preferred and Income Fund
RNP
$989M
– –
-425
Closed -$9K
RNR icon
835
RenaissanceRe
RNR
$13.4B
– –
-47
Closed -$7K
ROK icon
836
Rockwell Automation
ROK
$49B
– –
-448
Closed -$73K
ROP icon
837
Roper Technologies
ROP
$39.8B
– –
-50
Closed -$12K
RPG icon
838
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
– –
-13,710
Closed -$258K
RSPT icon
839
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
– –
-3,080
Closed -$38K
RY icon
840
Royal Bank of Canada
RY
$293B
– –
-100
Closed -$7K
RYN icon
841
Rayonier
RYN
$6.55B
– –
-2,714
Closed -$71K
SAN icon
842
Banco Santander
SAN
$210B
– –
-291
Closed -$2K
SAP icon
843
SAP
SAP
$238B
– –
-500
Closed -$52K
SCHG icon
844
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
– –
-4,104
Closed -$32K
SCHM icon
845
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-11,478
Closed -$184K
SCHP icon
846
Schwab US TIPS ETF
SCHP
$16.2B
– –
-3,422
Closed -$94K
SCHR
847
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-3,584
Closed -$97K
SCHV
848
Schwab US Large-Cap Value ETF
SCHV
$16.1B
– –
-1,731
Closed -$29K
SCHZ icon
849
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
– –
-2,992
Closed -$78K
SDY icon
850
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-4,645
Closed -$413K
32 33
34
35 36

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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
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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.