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
+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
SF
851
Stifel
SF
$12.6B
– –
-2,250
Closed -$46K
SHYG icon
852
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
– –
-1,080
Closed -$52K
SJM icon
853
J.M. Smucker
SJM
$12.8B
– –
-472
Closed -$56K
SJNK icon
854
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
– –
-708
Closed -$20K
HTO
855
H2O America
HTO
$2.62B
– –
-600
Closed -$30K
SLV icon
856
iShares Silver Trust
SLV
$30.9B
– –
-1,375
Closed -$22K
SLYG icon
857
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
– –
-192
Closed -$10K
SLYV icon
858
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
– –
-140
Closed -$8K
SMB icon
859
VanEck Short Muni ETF
SMB
$314M
– –
-1,155
Closed -$20K
SMG icon
860
ScottsMiracle-Gro
SMG
$3.66B
– –
-125
Closed -$11K
SNAP icon
861
Snap
SNAP
$9.01B
– –
-1,400
Closed -$25K
SNX icon
862
TD Synnex
SNX
$20.2B
– –
-400
Closed -$24K
SNY icon
863
Sanofi
SNY
$104B
– –
-190
Closed -$9K
SPFF icon
864
Global X SuperIncome Preferred ETF
SPFF
$141M
– –
-260
Closed -$3K
SPH icon
865
Suburban Propane Partners
SPH
$1.18B
– –
-840
Closed -$20K
SRE icon
866
Sempra
SRE
$54.8B
– –
-666
Closed -$38K
SSYS icon
867
Stratasys
SSYS
$774M
– –
-25
Closed -$1K
STLD icon
868
Steel Dynamics
STLD
$37.6B
– –
-107
Closed -$4K
STX icon
869
Seagate
STX
$184B
– –
-1,280
Closed -$50K
STWD icon
870
Starwood Property Trust
STWD
$6.09B
– –
-732
Closed -$16K
SUI icon
871
Sun Communities
SUI
$14.7B
– –
-9,253
Closed -$812K
SUN icon
872
Sunoco
SUN
$13.3B
– –
-400
Closed -$12K
SURE icon
873
AdvisorShares Insider Advantage ETF
SURE
$57.6M
– –
-350
Closed -$23K
SVC
874
Service Properties Trust
SVC
$1.07B
– –
-400
Closed -$58K
SYNA icon
875
Synaptics
SYNA
$4.15B
– –
-300
Closed -$16K
33 34
35
36 37

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 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.