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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
SLYV icon
926
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$8K ﹤0.01%
140
– –
WPC icon
927
W.P. Carey
WPC
$16.4B
$8K ﹤0.01%
+123
New +$7.78K
VGR
928
DELISTED
Vector Group Ltd.
VGR
$8K ﹤0.01%
+583
New +$7.67K
LPT
929
DELISTED
Liberty Property Trust
LPT
$8K ﹤0.01%
+200
New +$8.22K
CX icon
930
Cemex
CX
$16.3B
$7K ﹤0.01%
726
-1
-0.1% -$9
EMB icon
931
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$7K ﹤0.01%
57
-2,951
-98% -$339K
IRM icon
932
Iron Mountain
IRM
$36.1B
$7K ﹤0.01%
200
– –
IYW icon
933
iShares US Technology ETF
IYW
$25.2B
$7K ﹤0.01%
200
– –
JPC icon
934
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$7K ﹤0.01%
668
– –
KDP icon
935
Keurig Dr Pepper
KDP
$40.8B
$7K ﹤0.01%
74
– –
MOAT icon
936
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$7K ﹤0.01%
180
– –
NPO icon
937
Enpro
NPO
$7.05B
$7K ﹤0.01%
100
– –
OC icon
938
Owens Corning
OC
$12.4B
$7K ﹤0.01%
100
– –
PBJ icon
939
Invesco Food & Beverage ETF
PBJ
$107M
$7K ﹤0.01%
223
-353
-61% -$11.6K
PCG icon
940
PG&E
PCG
$38.5B
$7K ﹤0.01%
100
– –
RNR icon
941
RenaissanceRe
RNR
$13.4B
$7K ﹤0.01%
47
– –
RY icon
942
Royal Bank of Canada
RY
$293B
$7K ﹤0.01%
100
– –
TM icon
943
Toyota
TM
$225B
$7K ﹤0.01%
65
– –
MNK
944
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$7K ﹤0.01%
154
-15
-9% -$658
BTI icon
945
British American Tobacco
BTI
$128B
$6K ﹤0.01%
90
– –
DBC icon
946
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$6K ﹤0.01%
400
– –
JBLU icon
947
JetBlue
JBLU
$2.29B
$6K ﹤0.01%
250
– –
CALY
948
Callaway Golf Company
CALY
$3.14B
$6K ﹤0.01%
459
– –
PBA icon
949
Pembina Pipeline
PBA
$27.6B
$6K ﹤0.01%
170
– –
THO icon
950
Thor Industries
THO
$4.14B
$6K ﹤0.01%
60
– –
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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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.