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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
+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
TBT icon
876
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$305M
– –
-687
Closed -$25K
TCBI icon
877
Texas Capital Bancshares
TCBI
$4.32B
– –
-8,842
Closed -$685K
TCRT icon
878
Alaunos Therapeutics
TCRT
$4.86M
– –
-4
Closed -$4K
TD icon
879
Toronto Dominion Bank
TD
$200B
– –
-2,656
Closed -$134K
TDG icon
880
TransDigm Group
TDG
$67.7B
– –
-75
Closed -$20K
TEAM icon
881
Atlassian
TEAM
$37.8B
– –
-300
Closed -$11K
TEF
882
DELISTED
Telefonica
TEF
– –
-7,751
Closed -$65K
TEVA icon
883
Teva Pharmaceuticals
TEVA
$41.2B
– –
-7,845
Closed -$261K
TEX icon
884
Terex
TEX
$7.74B
– –
-100
Closed -$4K
TFI icon
885
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
– –
-775
Closed -$38K
THG icon
886
Hanover Insurance
THG
$7.98B
– –
-2,775
Closed -$246K
THO icon
887
Thor Industries
THO
$4.14B
– –
-60
Closed -$6K
THS
888
DELISTED
Treehouse Foods
THS
– –
-10,345
Closed -$845K
TLT icon
889
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
– –
-1,170
Closed -$146K
TM icon
890
Toyota
TM
$225B
– –
-65
Closed -$7K
TMUS icon
891
T-Mobile US
TMUS
$190B
– –
-16,489
Closed -$1M
TOL icon
892
Toll Brothers
TOL
$14.5B
– –
-1,000
Closed -$40K
TPB icon
893
Turning Point Brands
TPB
$1.74B
– –
-400
Closed -$6K
TR icon
894
Tootsie Roll Industries
TR
$2.98B
– –
-1,711
Closed -$46K
TROW icon
895
T. Rowe Price
TROW
$24.3B
– –
-4,584
Closed -$340K
TSCO icon
896
Tractor Supply
TSCO
$18B
– –
-3,500
Closed -$38K
TSLA icon
897
Tesla
TSLA
$1.3T
– –
-29,115
Closed -$702K
TSM icon
898
TSMC
TSM
$2.18T
– –
-8,056
Closed -$282K
TT icon
899
Trane Technologies
TT
$106B
– –
-2,578
Closed -$236K
TXT icon
900
Textron
TXT
$15.4B
– –
-2,333
Closed -$110K
34 35
36
37 38

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BAM
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ACI
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OSIA
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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.