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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
ACN icon
76
Accenture
ACN
$108B
$9.35M 0.32%
75,585
+246
+0.3% +$30K
IWD icon
77
iShares Russell 1000 Value ETF
IWD
$83.7B
$9.22M 0.31%
79,165
-2,240
-3% -$258K
RAI
78
DELISTED
Reynolds American Inc
RAI
$9.21M 0.31%
141,595
-6,011
-4% -$393K
BRK.A icon
79
Berkshire Hathaway Class A
BRK.A
$1.12T
$9.17M 0.31%
36
+9
+33% +$2.25M
KMB icon
80
Kimberly-Clark
KMB
$36.5B
$8.74M 0.3%
67,674
-1,881
-3% -$245K
GIS icon
81
General Mills
GIS
$19.7B
$8.72M 0.3%
157,357
+426
+0.3% +$24.3K
VB icon
82
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$8.58M 0.29%
63,305
-3,007
-5% -$403K
BAC icon
83
Bank of America
BAC
$442B
$8.43M 0.29%
347,330
+7,773
+2% +$181K
CMCSA icon
84
Comcast
CMCSA
$90B
$8.32M 0.28%
213,828
+16,470
+8% +$649K
EFA icon
85
iShares MSCI EAFE ETF
EFA
$80.2B
$8.02M 0.27%
122,974
-1,187
-1% -$76.8K
EA
86
DELISTED
Electronic Arts
EA
$7.99M 0.27%
75,614
+3
+0% +$309
PM icon
87
Philip Morris
PM
$295B
$7.95M 0.27%
67,661
+2,730
+4% +$316K
FTV icon
88
Fortive
FTV
$18.6B
$7.93M 0.27%
198,577
+10,957
+6% +$431K
LEA icon
89
Lear
LEA
$8.18B
$7.77M 0.26%
54,685
-43
-0.1% -$6.09K
KO icon
90
Coca-Cola
KO
$375B
$7.74M 0.26%
172,604
-25,901
-13% -$1.14M
AEP icon
91
American Electric Power
AEP
$68.4B
$7.73M 0.26%
111,270
+40
+0% +$2.78K
PSX icon
92
Phillips 66
PSX
$81.4B
$7.65M 0.26%
92,514
-24,545
-21% -$1.93M
ADP icon
93
Automatic Data Processing
ADP
$108B
$7.56M 0.26%
73,777
-337
-0.5% -$34.1K
WM icon
94
Waste Management
WM
$91B
$7.53M 0.26%
102,652
-2,866
-3% -$209K
DD
95
DELISTED
Du Pont De Nemours E I
DD
$7.45M 0.25%
92,268
+83
+0.1% +$6.63K
CAT icon
96
Caterpillar
CAT
$387B
$7.39M 0.25%
68,755
+1,125
+2% +$114K
USB icon
97
US Bancorp
USB
$99.6B
$7.14M 0.24%
137,543
-142
-0.1% -$7.31K
TSE
98
DELISTED
Trinseo
TSE
$6.91M 0.23%
100,586
-15,792
-14% -$1.03M
CSX icon
99
CSX Corp
CSX
$93.1B
$6.88M 0.23%
378,444
+30,288
+9% +$519K
HII icon
100
Huntington Ingalls Industries
HII
$12.8B
$6.82M 0.23%
36,631
-11
-0% -$2.15K
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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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.