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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
+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
ALXN
851
DELISTED
Alexion Pharmaceuticals
ALXN
$18K ﹤0.01%
150
– –
APU
852
DELISTED
AmeriGas Partners, L.P.
APU
$18K ﹤0.01%
407
+341
+517% +$15.3K
VVC
853
DELISTED
Vectren Corporation
VVC
$18K ﹤0.01%
300
– –
KCG
854
DELISTED
KCG Holdings, Inc.
KCG
$18K ﹤0.01%
900
– –
BKLN icon
855
Invesco Senior Loan ETF
BKLN
$6.81B
$17K ﹤0.01%
715
– –
MOH icon
856
Molina Healthcare
MOH
$10.3B
$17K ﹤0.01%
250
– –
NGG icon
857
National Grid
NGG
$81.3B
$17K ﹤0.01%
311
– –
VCIT icon
858
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$17K ﹤0.01%
191
+77
+68% +$6.72K
VSH icon
859
Vishay Intertechnology
VSH
$5.43B
$17K ﹤0.01%
1,000
– –
NEWR
860
DELISTED
New Relic, Inc.
NEWR
$17K ﹤0.01%
400
– –
SNR
861
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$17K ﹤0.01%
1,700
-500
-23% -$5.02K
CTWS
862
DELISTED
Connecticut Water Service Inc
CTWS
$17K ﹤0.01%
298
– –
ETP
863
DELISTED
Energy Transfer Partners, L.P.
ETP
$17K ﹤0.01%
821
+421
+105% +$9.39K
SNI
864
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$17K ﹤0.01%
250
-50
-17% -$3.52K
CNC icon
865
Centene
CNC
$32.5B
$16K ﹤0.01%
400
– –
HRI icon
866
Herc Holdings
HRI
$5.61B
$16K ﹤0.01%
400
– –
ITT icon
867
ITT
ITT
$19.1B
$16K ﹤0.01%
386
– –
STWD icon
868
Starwood Property Trust
STWD
$6.09B
$16K ﹤0.01%
732
-12,465
-94% -$279K
SYNA icon
869
Synaptics
SYNA
$4.15B
$16K ﹤0.01%
+300
New +$16.4K
MMP
870
DELISTED
Magellan Midstream Partners, L.P.
MMP
$16K ﹤0.01%
225
– –
CRVP
871
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$16K ﹤0.01%
20,000
– –
COO icon
872
Cooper Companies
COO
$14.5B
$15K ﹤0.01%
244
– –
FL
873
DELISTED
Foot Locker
FL
$15K ﹤0.01%
300
– –
ARCC icon
874
Ares Capital
ARCC
$14.4B
$14K ﹤0.01%
+860
New +$14.5K
CF icon
875
CF Industries
CF
$17.3B
$14K ﹤0.01%
500
– –
33 34
35
36 37

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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 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.