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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
TPB icon
951
Turning Point Brands
TPB
$1.74B
$6K ﹤0.01%
400
– –
VLY icon
952
Valley National Bancorp
VLY
$8.04B
$6K ﹤0.01%
508
– –
FGP
953
DELISTED
Ferrellgas Partners, L.P.
FGP
$6K ﹤0.01%
1,229
– –
BPT
954
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$5K ﹤0.01%
250
– –
CPK icon
955
Chesapeake Utilities
CPK
$3.21B
$5K ﹤0.01%
73
– –
EBND icon
956
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$5K ﹤0.01%
182
– –
EXG icon
957
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$5K ﹤0.01%
590
– –
FPX icon
958
First Trust US Equity Opportunities ETF
FPX
$1.51B
$5K ﹤0.01%
+86
New +$5.06K
FXG icon
959
First Trust Consumer Staples AlphaDEX Fund
FXG
$227M
$5K ﹤0.01%
100
– –
HWKN icon
960
Hawkins
HWKN
$2.71B
$5K ﹤0.01%
220
– –
POST icon
961
Post Holdings
POST
$3.57B
$5K ﹤0.01%
89
– –
PYN
962
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$5K ﹤0.01%
500
– –
UTG icon
963
Reaves Utility Income Fund
UTG
$3.61B
$5K ﹤0.01%
150
– –
NBIS
964
Nebius Group N.V.
NBIS
$47.7B
$5K ﹤0.01%
+180
New +$4.69K
SIX
965
DELISTED
Six Flags Entertainment Corp.
SIX
$5K ﹤0.01%
83
– –
BPY
966
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$5K ﹤0.01%
200
– –
AABA
967
DELISTED
Altaba Inc
AABA
$5K ﹤0.01%
+100
New +$5.44K
GM.WS.B
968
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
296
– –
FBNK
969
DELISTED
First Connecticut Bancorp, Inc
FBNK
$5K ﹤0.01%
200
– –
AGZ icon
970
iShares Agency Bond ETF
AGZ
$565M
$4K ﹤0.01%
33
+13
+65% +$1.48K
AMX icon
971
America Movil
AMX
$71.2B
$4K ﹤0.01%
280
– –
OPPJ
972
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$284M
$4K ﹤0.01%
+184
New +$3.54K
FSLR icon
973
First Solar
FSLR
$26.9B
$4K ﹤0.01%
100
-1
-1% -$34
GLP icon
974
Global Partners
GLP
$1.7B
$4K ﹤0.01%
240
– –
LVS icon
975
Las Vegas Sands
LVS
$29.6B
$4K ﹤0.01%
59
– –
37 38
39
40 41

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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 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.