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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
UA icon
901
Under Armour Class C
UA
$2.53B
– –
-13,288
Closed -$268K
UGI icon
902
UGI
UGI
$7.33B
– –
-1,600
Closed -$77K
UL icon
903
Unilever
UL
$136B
– –
-1,047
Closed -$64K
UNIT
904
Uniti Group
UNIT
$2.32B
– –
-1,152
Closed -$29K
UNM icon
905
Unum
UNM
$14.3B
– –
-2,100
Closed -$98K
URBN icon
906
Urban Outfitters
URBN
$6.59B
– –
-50,971
Closed -$946K
URI icon
907
United Rentals
URI
$72.4B
– –
-20
Closed -$2K
UTF icon
908
Cohen & Steers Infrastructure Fund
UTF
$3.04B
– –
-600
Closed -$14K
UTG icon
909
Reaves Utility Income Fund
UTG
$3.61B
– –
-150
Closed -$5K
VAC icon
910
Marriott Vacations Worldwide
VAC
$4.25B
– –
-276
Closed -$32K
VAW icon
911
Vanguard Materials ETF
VAW
$3.08B
– –
-355
Closed -$43K
VBK icon
912
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
– –
-750
Closed -$109K
VCIT icon
913
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
– –
-191
Closed -$17K
VCSH icon
914
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-433
Closed -$35K
VGK icon
915
Vanguard FTSE Europe ETF
VGK
$31.1B
– –
-2,767
Closed -$153K
VGM icon
916
Invesco Trust Investment Grade Municipals
VGM
$564M
– –
-1,000
Closed -$13K
VGT icon
917
Vanguard Information Technology ETF
VGT
$149B
– –
-22,488
Closed -$396K
VHT icon
918
Vanguard Health Care ETF
VHT
$18.7B
– –
-313
Closed -$46K
VLY icon
919
Valley National Bancorp
VLY
$8.04B
– –
-508
Closed -$6K
VMC icon
920
Vulcan Materials
VMC
$36.9B
– –
-317
Closed -$40K
VNQ icon
921
Vanguard Real Estate ETF
VNQ
$39.1B
– –
-2,290
Closed -$191K
VO icon
922
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-1,304
Closed -$46K
VPG icon
923
Vishay Precision Group
VPG
$914M
– –
-50
Closed -$1K
VREX icon
924
Varex Imaging
VREX
$523M
– –
-538
Closed -$18K
VRSK icon
925
Verisk Analytics
VRSK
$25B
– –
-220
Closed -$19K
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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MXM
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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.