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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
WR
901
DELISTED
Westar Energy Inc
WR
$10K ﹤0.01%
177
– –
ASB icon
902
Associated Banc-Corp
ASB
$5.91B
$9K ﹤0.01%
+369
New +$9.27K
BFK
903
DELISTED
BlackRock Municipal Income Trust
BFK
$9K ﹤0.01%
666
– –
LPX icon
904
Louisiana-Pacific
LPX
$5.49B
$9K ﹤0.01%
382
– –
PSK icon
905
State Street SPDR ICE Preferred Securities ETF
PSK
$686M
$9K ﹤0.01%
200
– –
SNY icon
906
Sanofi
SNY
$104B
$9K ﹤0.01%
190
– –
TEAM icon
907
Atlassian
TEAM
$37.8B
$9K ﹤0.01%
300
– –
QCP
908
DELISTED
Quality Care Properties, Inc.
QCP
$9K ﹤0.01%
480
-894
-65% -$15.9K
DBB icon
909
Invesco DB Base Metals Fund
DBB
$315M
$8K ﹤0.01%
500
– –
IVZ icon
910
Invesco
IVZ
$13.9B
$8K ﹤0.01%
250
-24,366
-99% -$762K
JCE icon
911
Nuveen Core Equity Alpha Fund
JCE
$288M
$8K ﹤0.01%
575
– –
MFC icon
912
Manulife Financial
MFC
$73.5B
$8K ﹤0.01%
471
– –
NJR icon
913
New Jersey Resources
NJR
$5.58B
$8K ﹤0.01%
200
– –
RNP icon
914
Cohen & Steers REIT and Preferred and Income Fund
RNP
$989M
$8K ﹤0.01%
425
– –
SLYV icon
915
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$8K ﹤0.01%
140
– –
ZD icon
916
Ziff Davis
ZD
$1.98B
$8K ﹤0.01%
115
– –
MNK
917
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$8K ﹤0.01%
169
+15
+10% +$740
IRM icon
918
Iron Mountain
IRM
$36.1B
$7K ﹤0.01%
+200
New +$7.08K
IYW icon
919
iShares US Technology ETF
IYW
$25.5B
$7K ﹤0.01%
200
-200
-50% -$6.49K
JPC icon
920
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$7K ﹤0.01%
668
– –
KDP icon
921
Keurig Dr Pepper
KDP
$40.8B
$7K ﹤0.01%
+74
New +$6.9K
MOAT icon
922
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$7K ﹤0.01%
180
– –
NPO icon
923
Enpro
NPO
$7.05B
$7K ﹤0.01%
100
– –
PCG icon
924
PG&E
PCG
$38.5B
$7K ﹤0.01%
100
– –
RNR icon
925
RenaissanceRe
RNR
$13.4B
$7K ﹤0.01%
+47
New +$6.72K
35 36
37
38 39

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IA
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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.