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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
+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
FISV
76
Fiserv Inc
FISV
$27.9B
$9.54M 0.33%
165,550
+71,484
+76% +$4.01M
IWD icon
77
iShares Russell 1000 Value ETF
IWD
$83.7B
$9.36M 0.33%
81,405
-7,437
-8% -$853K
RAI
78
DELISTED
Reynolds American Inc
RAI
$9.3M 0.32%
147,606
-14,937
-9% -$897K
PSX icon
79
Phillips 66
PSX
$81.4B
$9.27M 0.32%
117,059
-84,358
-42% -$6.8M
GIS icon
80
General Mills
GIS
$19.7B
$9.26M 0.32%
156,931
-5,059
-3% -$309K
KMB icon
81
Kimberly-Clark
KMB
$36.5B
$9.15M 0.32%
69,555
-5,468
-7% -$690K
ACN icon
82
Accenture
ACN
$108B
$9.03M 0.31%
75,339
-3,255
-4% -$389K
VB icon
83
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$8.84M 0.31%
66,312
+8,146
+14% +$1.08M
KO icon
84
Coca-Cola
KO
$375B
$8.43M 0.29%
198,505
-9,727
-5% -$406K
BAC icon
85
Bank of America
BAC
$442B
$8.01M 0.28%
339,557
+43,022
+15% +$1.02M
TSE
86
DELISTED
Trinseo
TSE
$7.81M 0.27%
116,378
-27,119
-19% -$1.82M
LEA icon
87
Lear
LEA
$8.18B
$7.75M 0.27%
54,728
-231
-0.4% -$32.8K
EFA icon
88
iShares MSCI EAFE ETF
EFA
$80.2B
$7.73M 0.27%
124,161
+2,287
+2% +$138K
BMY icon
89
Bristol-Myers Squibb
BMY
$132B
$7.7M 0.27%
141,585
-9,231
-6% -$506K
WM icon
90
Waste Management
WM
$91B
$7.69M 0.27%
105,518
-12,950
-11% -$924K
ADP icon
91
Automatic Data Processing
ADP
$108B
$7.59M 0.26%
74,114
+1,139
+2% +$116K
AEP icon
92
American Electric Power
AEP
$68.4B
$7.47M 0.26%
111,230
+6,494
+6% +$421K
CMCSA icon
93
Comcast
CMCSA
$90B
$7.42M 0.26%
197,358
+59,138
+43% +$2.19M
DD
94
DELISTED
Du Pont De Nemours E I
DD
$7.41M 0.26%
92,185
-3,807
-4% -$296K
HII icon
95
Huntington Ingalls Industries
HII
$12.8B
$7.34M 0.26%
36,642
+47
+0.1% +$9.55K
PM icon
96
Philip Morris
PM
$295B
$7.33M 0.26%
64,931
-3,914
-6% -$404K
FTV icon
97
Fortive
FTV
$18.6B
$7.12M 0.25%
187,620
+26,757
+17% +$960K
USB icon
98
US Bancorp
USB
$99.6B
$7.09M 0.25%
137,685
-434
-0.3% -$23.1K
EA
99
DELISTED
Electronic Arts
EA
$6.77M 0.24%
75,611
-322
-0.4% -$27.4K
BRK.A icon
100
Berkshire Hathaway Class A
BRK.A
$1.12T
$6.75M 0.24%
27
– –
2 3
4
5 6

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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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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.