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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
AGR
951
DELISTED
Avangrid, Inc.
AGR
– –
-2,167
Closed -$96K
SAVE
952
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-700
Closed -$36K
SRCL
953
DELISTED
Stericycle Inc
SRCL
– –
-3,380
Closed -$258K
VGR
954
DELISTED
Vector Group Ltd.
VGR
– –
-583
Closed -$8K
TUP
955
DELISTED
Tupperware Brands Corporation
TUP
– –
-7,982
Closed -$560K
SIX
956
DELISTED
Six Flags Entertainment Corp.
SIX
– –
-83
Closed -$5K
AMJ
957
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
– –
-2,210
Closed -$66K
NS
958
DELISTED
NuStar Energy L.P.
NS
– –
-1,400
Closed -$65K
GHL
959
DELISTED
Greenhill & Co., Inc.
GHL
– –
-10,432
Closed -$210K
PACW
960
DELISTED
PacWest Bancorp
PACW
– –
-800
Closed -$37K
NEWR
961
DELISTED
New Relic, Inc.
NEWR
– –
-400
Closed -$17K
JPS
962
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
– –
-233
Closed -$2K
MMP
963
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-225
Closed -$16K
PDCE
964
DELISTED
PDC Energy, Inc.
PDCE
– –
-5,458
Closed -$235K
ABB
965
DELISTED
ABB Ltd
ABB
– –
-150
Closed -$4K
STON
966
DELISTED
StoneMor Inc.
STON
– –
-400
Closed -$4K
TWTR
967
DELISTED
Twitter, Inc.
TWTR
– –
-8,575
Closed -$153K
DRE
968
DELISTED
Duke Realty Corp.
DRE
– –
-940
Closed -$26K
CTT
969
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
– –
-4,000
Closed -$45K
WBT
970
DELISTED
Welbilt, Inc.
WBT
– –
-600
Closed -$11K
CDK
971
DELISTED
CDK Global, Inc.
CDK
– –
-7,697
Closed -$477K
CERN
972
DELISTED
Cerner Corp
CERN
– –
-1,695
Closed -$113K
AFI
973
DELISTED
Armstrong Flooring, Inc.
AFI
– –
-21,116
Closed -$379K
INFO
974
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-5,920
Closed -$261K
CSLT
975
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
– –
-3,000
Closed -$12K
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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MXM
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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.