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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
VSH icon
926
Vishay Intertechnology
VSH
$5.43B
– –
-1,000
Closed -$17K
VTI icon
927
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
– –
-326
Closed -$41K
VVV icon
928
Valvoline
VVV
$4.51B
– –
-10,051
Closed -$238K
WASH icon
929
Washington Trust Bancorp
WASH
$741M
– –
-8,750
Closed -$451K
WAT icon
930
Waters Corp
WAT
$39.9B
– –
-1,413
Closed -$260K
WEC icon
931
WEC Energy
WEC
$35.1B
– –
-345
Closed -$21K
WELL icon
932
Welltower
WELL
$171B
– –
-561
Closed -$42K
WHR icon
933
Whirlpool
WHR
$2.82B
– –
-3,968
Closed -$760K
WOLF icon
934
Wolfspeed
WOLF
$1.71B
– –
-400
Closed -$10K
WPC icon
935
W.P. Carey
WPC
$16.4B
– –
-123
Closed -$8K
XEL icon
936
Xcel Energy
XEL
$48.8B
– –
-784
Closed -$36K
XLB icon
937
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
– –
-15,384
Closed -$414K
XLRE icon
938
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.65B
– –
-4,074
Closed -$131K
XLU icon
939
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
– –
-16,024
Closed -$416K
XLV icon
940
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
– –
-8,150
Closed -$646K
XLY icon
941
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
– –
-16,770
Closed -$752K
XNTK icon
942
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
– –
-3,225
Closed -$235K
YPF icon
943
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-1,000
Closed -$22K
NBIS
944
Nebius Group N.V.
NBIS
$47.7B
– –
-180
Closed -$5K
INVX
945
Innovex International
INVX
$1.97B
– –
-6,607
Closed -$322K
FLG
946
Flagstar Bank National Association
FLG
$5.82B
– –
-1,000
Closed -$39K
LGF.B
947
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-1
Closed –
BERY
948
DELISTED
Berry Global Group, Inc.
BERY
– –
-46
Closed -$2K
MUI
949
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
– –
-270
Closed -$4K
CNSL
950
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-920
Closed -$20K
36 37
38
39 40

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BAM
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ACI
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ACM
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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.