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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
RY icon
926
Royal Bank of Canada
RY
$293B
$7K ﹤0.01%
100
– –
TM icon
927
Toyota
TM
$225B
$7K ﹤0.01%
65
– –
FGP
928
DELISTED
Ferrellgas Partners, L.P.
FGP
$7K ﹤0.01%
1,229
– –
GWR
929
DELISTED
Genesee & Wyoming Inc.
GWR
$7K ﹤0.01%
100
– –
BHC icon
930
Bausch Health
BHC
$2.34B
$6K ﹤0.01%
500
-600
-55% -$8.25K
BIP icon
931
Brookfield Infrastructure Partners
BIP
$18B
$6K ﹤0.01%
252
– –
BTI icon
932
British American Tobacco
BTI
$128B
$6K ﹤0.01%
90
– –
CX icon
933
Cemex
CX
$16.3B
$6K ﹤0.01%
727
– –
DBC icon
934
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$6K ﹤0.01%
400
– –
HWM icon
935
Howmet Aerospace
HWM
$112B
$6K ﹤0.01%
304
– –
NFG icon
936
National Fuel Gas
NFG
$7.65B
$6K ﹤0.01%
101
– –
OC icon
937
Owens Corning
OC
$12.4B
$6K ﹤0.01%
100
– –
THO icon
938
Thor Industries
THO
$4.14B
$6K ﹤0.01%
60
– –
TPB icon
939
Turning Point Brands
TPB
$1.74B
$6K ﹤0.01%
+400
New +$5.42K
TWLO icon
940
Twilio
TWLO
$36.6B
$6K ﹤0.01%
200
-750
-79% -$22.7K
VLY icon
941
Valley National Bancorp
VLY
$8.04B
$6K ﹤0.01%
508
– –
SPLK
942
DELISTED
Splunk Inc
SPLK
$6K ﹤0.01%
100
– –
WIN
943
DELISTED
Windstream Holdings Inc
WIN
$6K ﹤0.01%
205
-4
-2% -$143
MBLY
944
DELISTED
Mobileye N.V.
MBLY
$6K ﹤0.01%
100
– –
FTR
945
DELISTED
Frontier Communications Corp.
FTR
$6K ﹤0.01%
192
-25
-12% -$1.15K
BHP icon
946
BHP
BHP
$230B
$5K ﹤0.01%
140
-112
-44% -$3.87K
BPT
947
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$5K ﹤0.01%
250
– –
CPK icon
948
Chesapeake Utilities
CPK
$3.21B
$5K ﹤0.01%
73
-152
-68% -$10.1K
CRTO icon
949
Criteo S.A. Ordinary Shares
CRTO
$923M
$5K ﹤0.01%
100
– –
EBND icon
950
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$5K ﹤0.01%
182
– –
36 37
38
39 40

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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 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.