We are live on ! Find out more
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
EXG icon
951
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$5K ﹤0.01%
590
– –
FXG icon
952
First Trust Consumer Staples AlphaDEX Fund
FXG
$231M
$5K ﹤0.01%
100
– –
GLP icon
953
Global Partners
GLP
$1.7B
$5K ﹤0.01%
240
– –
HWKN icon
954
Hawkins
HWKN
$2.71B
$5K ﹤0.01%
220
– –
JBLU icon
955
JetBlue
JBLU
$2.29B
$5K ﹤0.01%
250
-15,582
-98% -$318K
CALY
956
Callaway Golf Company
CALY
$3.14B
$5K ﹤0.01%
459
– –
NBR icon
957
Nabors Industries
NBR
$1.21B
$5K ﹤0.01%
8
-18
-69% -$13.8K
PBA icon
958
Pembina Pipeline
PBA
$27.6B
$5K ﹤0.01%
170
– –
POST icon
959
Post Holdings
POST
$3.57B
$5K ﹤0.01%
89
– –
PYN
960
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$5K ﹤0.01%
500
– –
UTG icon
961
Reaves Utility Income Fund
UTG
$3.61B
$5K ﹤0.01%
150
– –
WT icon
962
WisdomTree
WT
$3.22B
$5K ﹤0.01%
500
-500
-50% -$4.84K
SIX
963
DELISTED
Six Flags Entertainment Corp.
SIX
$5K ﹤0.01%
83
– –
VMW
964
DELISTED
VMware, Inc
VMW
$5K ﹤0.01%
50
– –
GM.WS.B
965
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
296
– –
FBNK
966
DELISTED
First Connecticut Bancorp, Inc
FBNK
$5K ﹤0.01%
200
– –
YHOO
967
DELISTED
Yahoo Inc
YHOO
$5K ﹤0.01%
100
– –
AMD icon
968
Advanced Micro Devices
AMD
$789B
$4K ﹤0.01%
250
– –
AMX icon
969
America Movil
AMX
$71.2B
$4K ﹤0.01%
280
-155
-36% -$2.02K
CLDX icon
970
Celldex Therapeutics
CLDX
$3.28B
$4K ﹤0.01%
83
– –
CNI icon
971
Canadian National Railway
CNI
$76.6B
$4K ﹤0.01%
60
– –
HEI icon
972
HEICO Corp
HEI
$51.4B
$4K ﹤0.01%
122
– –
IEZ icon
973
iShares US Oil Equipment & Services ETF
IEZ
$364M
$4K ﹤0.01%
100
-195
-66% -$8.66K
NOK icon
974
Nokia
NOK
$52.3B
$4K ﹤0.01%
650
+150
+30% +$755
STLD icon
975
Steel Dynamics
STLD
$37.6B
$4K ﹤0.01%
107
+50
+88% +$1.78K
37 38
39
40 41

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.