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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
TCRT icon
976
Alaunos Therapeutics
TCRT
$4.86M
$4K ﹤0.01%
4
– –
MUI
977
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
$4K ﹤0.01%
270
– –
ABB
978
DELISTED
ABB Ltd
ABB
$4K ﹤0.01%
150
– –
BPY
979
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$4K ﹤0.01%
200
– –
AVP
980
DELISTED
Avon Products, Inc.
AVP
$4K ﹤0.01%
1,000
– –
BT
981
DELISTED
BT Group plc (ADR)
BT
$4K ﹤0.01%
200
– –
ICON
982
DELISTED
Iconix Brand Group, Inc.
ICON
$4K ﹤0.01%
50
– –
BCE icon
983
BCE
BCE
$21.2B
$3K ﹤0.01%
69
– –
BOND icon
984
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.49B
$3K ﹤0.01%
30
– –
CXW icon
985
CoreCivic
CXW
$3.19B
$3K ﹤0.01%
100
– –
FSLR icon
986
First Solar
FSLR
$26.9B
$3K ﹤0.01%
101
+1
+1% +$33
LVS icon
987
Las Vegas Sands
LVS
$29.6B
$3K ﹤0.01%
59
– –
MMT
988
Aberdeen Multi-Market Income Fund
MMT
$243M
$3K ﹤0.01%
500
– –
PJT icon
989
PJT Partners
PJT
$4.38B
$3K ﹤0.01%
74
-42
-36% -$1.45K
POOL icon
990
Pool Corp
POOL
$7.5B
$3K ﹤0.01%
24
– –
PRTA icon
991
Prothena Corp
PRTA
$450M
$3K ﹤0.01%
48
-73
-60% -$3.83K
PTC icon
992
PTC
PTC
$16B
$3K ﹤0.01%
55
– –
RES icon
993
RPC Inc
RES
$1.3B
$3K ﹤0.01%
187
– –
SPFF icon
994
Global X SuperIncome Preferred ETF
SPFF
$141M
$3K ﹤0.01%
260
– –
STM icon
995
STMicroelectronics
STM
$50B
$3K ﹤0.01%
200
– –
TEX icon
996
Terex
TEX
$7.74B
$3K ﹤0.01%
100
– –
URI icon
997
United Rentals
URI
$72.4B
$3K ﹤0.01%
20
– –
STON
998
DELISTED
StoneMor Inc.
STON
$3K ﹤0.01%
400
– –
EVY
999
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
$3K ﹤0.01%
265
– –
CHK
1000
DELISTED
Chesapeake Energy Corporation
CHK
$3K ﹤0.01%
2
-3
-60% -$3.65K
38 39
40
41 42

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IA
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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 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.