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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
ACN icon
76
Accenture
ACN
$108B
$10.3M 0.34%
76,107
+522
+0.7% +$68K
VB icon
77
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$10.1M 0.34%
71,119
+7,814
+12% +$1.06M
LLY icon
78
Eli Lilly
LLY
$1.06T
$10M 0.34%
117,239
+3,639
+3% +$298K
EFA icon
79
iShares MSCI EAFE ETF
EFA
$80.2B
$9.93M 0.33%
145,065
+22,091
+18% +$1.48M
CAT icon
80
Caterpillar
CAT
$387B
$9.67M 0.32%
77,541
+8,786
+13% +$1.01M
CMCSA icon
81
Comcast
CMCSA
$90B
$9.56M 0.32%
248,449
+34,621
+16% +$1.36M
LEA icon
82
Lear
LEA
$8.18B
$9.45M 0.32%
54,612
-73
-0.1% -$11K
IWD icon
83
iShares Russell 1000 Value ETF
IWD
$83.7B
$9.26M 0.31%
78,148
-1,017
-1% -$118K
FTV icon
84
Fortive
FTV
$18.6B
$9.13M 0.31%
204,511
+5,934
+3% +$247K
BAC icon
85
Bank of America
BAC
$442B
$9.02M 0.3%
355,783
+8,453
+2% +$205K
EA
86
DELISTED
Electronic Arts
EA
$8.93M 0.3%
75,664
+50
+0.1% +$5.79K
GIS icon
87
General Mills
GIS
$19.7B
$8.51M 0.28%
164,386
+7,029
+4% +$385K
PM icon
88
Philip Morris
PM
$295B
$8.44M 0.28%
76,039
+8,378
+12% +$975K
HII icon
89
Huntington Ingalls Industries
HII
$12.8B
$8.29M 0.28%
36,631
– –
KMB icon
90
Kimberly-Clark
KMB
$36.5B
$8.18M 0.27%
69,535
+1,861
+3% +$227K
MA icon
91
Mastercard
MA
$493B
$8.14M 0.27%
57,657
+4,992
+9% +$661K
WM icon
92
Waste Management
WM
$91B
$8.1M 0.27%
103,504
+852
+0.8% +$64.7K
AEP icon
93
American Electric Power
AEP
$68.4B
$8.04M 0.27%
114,453
+3,183
+3% +$227K
PSX icon
94
Phillips 66
PSX
$81.4B
$7.95M 0.27%
86,786
-5,728
-6% -$485K
ADP icon
95
Automatic Data Processing
ADP
$108B
$7.91M 0.26%
72,378
-1,399
-2% -$150K
KO icon
96
Coca-Cola
KO
$375B
$7.57M 0.25%
168,081
-4,523
-3% -$206K
USB icon
97
US Bancorp
USB
$99.6B
$7.38M 0.25%
137,668
+125
+0.1% +$6.54K
CSX icon
98
CSX Corp
CSX
$93.1B
$7.12M 0.24%
393,696
+15,252
+4% +$262K
TFC icon
99
Truist Financial
TFC
$64B
$7.08M 0.24%
150,861
+9,150
+6% +$421K
RDS.B
100
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$7.04M 0.24%
112,516
+10,995
+11% +$631K
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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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.