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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
+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
FND icon
901
Floor & Decor
FND
$6.68B
$11K ﹤0.01%
+275
New +$10.7K
IYE icon
902
iShares US Energy ETF
IYE
$1.71B
$11K ﹤0.01%
300
-353
-54% -$13K
JLL icon
903
Jones Lang LaSalle
JLL
$16.7B
$11K ﹤0.01%
87
– –
SMG icon
904
ScottsMiracle-Gro
SMG
$3.66B
$11K ﹤0.01%
125
– –
TEAM icon
905
Atlassian
TEAM
$37.8B
$11K ﹤0.01%
300
– –
WBT
906
DELISTED
Welbilt, Inc.
WBT
$11K ﹤0.01%
+600
New +$11.7K
DRA
907
DELISTED
Diversified Real Asset Income Fd
DRA
$11K ﹤0.01%
626
– –
FE icon
908
FirstEnergy
FE
$27.5B
$10K ﹤0.01%
346
– –
PNW icon
909
Pinnacle West Capital
PNW
$12.2B
$10K ﹤0.01%
117
-50
-30% -$4.31K
SLYG icon
910
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$10K ﹤0.01%
192
– –
WOLF icon
911
Wolfspeed
WOLF
$1.71B
$10K ﹤0.01%
400
– –
TIME
912
DELISTED
Time Inc.
TIME
$10K ﹤0.01%
682
– –
ASB icon
913
Associated Banc-Corp
ASB
$5.91B
$9K ﹤0.01%
369
– –
BFK
914
DELISTED
BlackRock Municipal Income Trust
BFK
$9K ﹤0.01%
666
– –
CARS icon
915
Cars.com
CARS
$660M
$9K ﹤0.01%
+332
New +$8.94K
IVZ icon
916
Invesco
IVZ
$13.9B
$9K ﹤0.01%
250
– –
LPX icon
917
Louisiana-Pacific
LPX
$5.49B
$9K ﹤0.01%
382
– –
PSK icon
918
State Street SPDR ICE Preferred Securities ETF
PSK
$685M
$9K ﹤0.01%
200
– –
RNP icon
919
Cohen & Steers REIT and Preferred and Income Fund
RNP
$989M
$9K ﹤0.01%
425
– –
SNY icon
920
Sanofi
SNY
$104B
$9K ﹤0.01%
190
– –
NE
921
DELISTED
Noble Corporation
NE
$9K ﹤0.01%
2,401
-1,500
-38% -$6.9K
DBB icon
922
Invesco DB Base Metals Fund
DBB
$315M
$8K ﹤0.01%
500
– –
HBI
923
DELISTED
Hanesbrands
HBI
$8K ﹤0.01%
+357
New +$7.7K
JCE icon
924
Nuveen Core Equity Alpha Fund
JCE
$288M
$8K ﹤0.01%
575
– –
NJR icon
925
New Jersey Resources
NJR
$5.58B
$8K ﹤0.01%
200
– –
35 36
37
38 39

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.