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
+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
CHY
876
Calamos Convertible and High Income Fund
CHY
$1.06B
$14K ﹤0.01%
1,150
– –
CNP icon
877
CenterPoint Energy
CNP
$26.8B
$14K ﹤0.01%
500
– –
FLR icon
878
Fluor
FLR
$7.96B
$14K ﹤0.01%
300
– –
RA
879
Brookfield Real Assets Income Fund
RA
$708M
$14K ﹤0.01%
611
– –
UTF icon
880
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$14K ﹤0.01%
600
– –
ASIX icon
881
AdvanSix
ASIX
$444M
$13K ﹤0.01%
413
-140
-25% -$3.99K
BBDC icon
882
Barings BDC
BBDC
$965M
$13K ﹤0.01%
725
– –
CTAS icon
883
Cintas
CTAS
$81.3B
$13K ﹤0.01%
+400
New +$12.4K
DFJ icon
884
WisdomTree Japan SmallCap Dividend Fund
DFJ
$400M
$13K ﹤0.01%
191
– –
FLWS icon
885
1-800-Flowers.com
FLWS
$258M
$13K ﹤0.01%
1,300
– –
IYZ icon
886
iShares US Telecommunications ETF
IYZ
$1.26B
$13K ﹤0.01%
400
– –
RGA icon
887
Reinsurance Group of America
RGA
$16.1B
$13K ﹤0.01%
98
– –
RGT
888
Royce Global Value Trust
RGT
$102M
$13K ﹤0.01%
1,352
– –
VGM icon
889
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
FBR
890
DELISTED
Fibria Celulose Sa
FBR
$13K ﹤0.01%
+1,300
New +$13K
FITB
891
Fifth Third Bancorp
FITB
$51.8B
$12K ﹤0.01%
445
– –
MLI icon
892
Mueller Industries
MLI
$15.2B
$12K ﹤0.01%
1,600
– –
OKE icon
893
Oneok
OKE
$54.5B
$12K ﹤0.01%
235
– –
ROP icon
894
Roper Technologies
ROP
$39.8B
$12K ﹤0.01%
50
– –
SUN icon
895
Sunoco
SUN
$13.3B
$12K ﹤0.01%
+400
New +$11.9K
CSLT
896
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$12K ﹤0.01%
3,000
– –
ILG
897
DELISTED
ILG, Inc Common Stock
ILG
$12K ﹤0.01%
454
– –
CAVM
898
DELISTED
Cavium, Inc.
CAVM
$12K ﹤0.01%
200
– –
DTE icon
899
DTE Energy
DTE
$29.1B
$11K ﹤0.01%
118
– –
DVN icon
900
Devon Energy
DVN
$47.3B
$11K ﹤0.01%
350
-650
-65% -$23.8K
34 35
36
37 38

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 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.