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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
SEE
876
DELISTED
Sealed Air
SEE
$12K ﹤0.01%
+276
New +$13K
SMG icon
877
ScottsMiracle-Gro
SMG
$3.66B
$12K ﹤0.01%
125
– –
XYZ
878
Block Inc
XYZ
$47.5B
$12K ﹤0.01%
700
– –
BUD icon
879
AB InBev
BUD
$165B
$11K ﹤0.01%
100
– –
FE icon
880
FirstEnergy
FE
$27.5B
$11K ﹤0.01%
346
-66
-16% -$2.04K
FITB
881
Fifth Third Bancorp
FITB
$51.8B
$11K ﹤0.01%
445
– –
MOH icon
882
Molina Healthcare
MOH
$10.3B
$11K ﹤0.01%
250
– –
SPH icon
883
Suburban Propane Partners
SPH
$1.18B
$11K ﹤0.01%
400
– –
WELL icon
884
Welltower
WELL
$171B
$11K ﹤0.01%
161
– –
WOLF icon
885
Wolfspeed
WOLF
$1.71B
$11K ﹤0.01%
400
– –
CSLT
886
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$11K ﹤0.01%
3,000
– –
DRA
887
DELISTED
Diversified Real Asset Income Fd
DRA
$11K ﹤0.01%
626
– –
DK icon
888
Delek US
DK
$3.58B
$10K ﹤0.01%
+400
New +$9.5K
DTE icon
889
DTE Energy
DTE
$29.1B
$10K ﹤0.01%
118
-117
-50% -$9.91K
HAS icon
890
Hasbro
HAS
$13.2B
$10K ﹤0.01%
97
– –
JLL icon
891
Jones Lang LaSalle
JLL
$16.7B
$10K ﹤0.01%
87
– –
NXPI icon
892
NXP Semiconductors
NXPI
$60.4B
$10K ﹤0.01%
100
-300
-75% -$30.3K
PAC icon
893
Grupo Aeroportuario del Pacifico
PAC
$13.3B
$10K ﹤0.01%
100
– –
ROP icon
894
Roper Technologies
ROP
$39.8B
$10K ﹤0.01%
50
– –
SLYG icon
895
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$10K ﹤0.01%
192
– –
SWKS icon
896
Skyworks Solutions
SWKS
$10.6B
$10K ﹤0.01%
100
– –
TX icon
897
Ternium
TX
$10.6B
$10K ﹤0.01%
400
– –
VCIT icon
898
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$10K ﹤0.01%
+114
New +$9.8K
ETP
899
DELISTED
Energy Transfer Partners, L.P.
ETP
$10K ﹤0.01%
400
– –
ILG
900
DELISTED
ILG, Inc Common Stock
ILG
$10K ﹤0.01%
454
– –
34 35
36
37 38

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SCC
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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 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.