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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
ASIX icon
851
AdvanSix
ASIX
$444M
$15K ﹤0.01%
553
-195
-26% -$5.05K
CF icon
852
CF Industries
CF
$17.3B
$15K ﹤0.01%
500
– –
WEC icon
853
WEC Energy
WEC
$35.1B
$15K ﹤0.01%
250
– –
NEWR
854
DELISTED
New Relic, Inc.
NEWR
$15K ﹤0.01%
+400
New +$14K
BBDC icon
855
Barings BDC
BBDC
$965M
$14K ﹤0.01%
725
– –
CNC icon
856
Centene
CNC
$32.5B
$14K ﹤0.01%
+400
New +$13.4K
CNP icon
857
CenterPoint Energy
CNP
$26.8B
$14K ﹤0.01%
500
– –
MLI icon
858
Mueller Industries
MLI
$15.2B
$14K ﹤0.01%
1,600
– –
PNW icon
859
Pinnacle West Capital
PNW
$12.2B
$14K ﹤0.01%
167
+117
+234% +$9.35K
RA
860
Brookfield Real Assets Income Fund
RA
$708M
$14K ﹤0.01%
611
– –
CAVM
861
DELISTED
Cavium, Inc.
CAVM
$14K ﹤0.01%
200
-900
-82% -$60.2K
CHY
862
Calamos Convertible and High Income Fund
CHY
$1.06B
$13K ﹤0.01%
1,150
– –
DFJ icon
863
WisdomTree Japan SmallCap Dividend Fund
DFJ
$400M
$13K ﹤0.01%
191
– –
FLWS icon
864
1-800-Flowers.com
FLWS
$258M
$13K ﹤0.01%
1,300
-700
-35% -$7.02K
IYZ icon
865
iShares US Telecommunications ETF
IYZ
$1.23B
$13K ﹤0.01%
400
– –
OKE icon
866
Oneok
OKE
$54.5B
$13K ﹤0.01%
235
– –
UTF icon
867
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$13K ﹤0.01%
600
– –
VGM icon
868
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
TIME
869
DELISTED
Time Inc.
TIME
$13K ﹤0.01%
682
-37
-5% -$701
CNX icon
870
CNX Resources
CNX
$5.2B
$12K ﹤0.01%
840
– –
COO icon
871
Cooper Companies
COO
$14.5B
$12K ﹤0.01%
244
– –
FUN icon
872
Cedar Fair
FUN
$1.67B
$12K ﹤0.01%
+170
New +$11.2K
PNR icon
873
Pentair
PNR
$11B
$12K ﹤0.01%
295
– –
RGA icon
874
Reinsurance Group of America
RGA
$16.1B
$12K ﹤0.01%
98
+53
+118% +$6.73K
RGT
875
Royce Global Value Trust
RGT
$102M
$12K ﹤0.01%
1,352
– –
33 34
35
36 37

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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
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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.