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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
SNR
976
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
– –
-1,700
Closed -$17K
MXIM
977
DELISTED
Maxim Integrated Products
MXIM
– –
-10
Closed –
EVY
978
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
– –
-265
Closed -$3K
ALXN
979
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-150
Closed -$18K
GRUB
980
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-550
Closed -$48K
WDR
981
DELISTED
Waddell & Reed Financial, Inc.
WDR
– –
-9,500
Closed -$179K
VAR
982
DELISTED
Varian Medical Systems, Inc.
VAR
– –
-6,279
Closed -$648K
CEL
983
DELISTED
Cellcom Israel, Ltd.
CEL
– –
-67
Closed -$1K
CXO
984
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-155
Closed -$19K
AIG.WS
985
DELISTED
American International Group, Inc.
AIG.WS
– –
-72
Closed -$2K
WPX
986
DELISTED
WPX Energy, Inc.
WPX
– –
-2,555
Closed -$25K
DNKN
987
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-4,919
Closed -$271K
MNK
988
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
– –
-154
Closed -$7K
NE
989
DELISTED
Noble Corporation
NE
– –
-2,401
Closed -$9K
IBKC
990
DELISTED
IBERIABANK Corp
IBKC
– –
-7,365
Closed -$600K
CHK
991
DELISTED
Chesapeake Energy Corporation
CHK
– –
-2
Closed -$2K
TIVO
992
DELISTED
Tivo Inc
TIVO
– –
-71,188
Closed -$1.33M
KOL
993
DELISTED
VanEck Vectors Coal ETF
KOL
– –
-20
Closed -$3K
RTN
994
DELISTED
Raytheon Company
RTN
– –
-3,238
Closed -$523K
FGP
995
DELISTED
Ferrellgas Partners, L.P.
FGP
– –
-1,229
Closed -$6K
AVP
996
DELISTED
Avon Products, Inc.
AVP
– –
-1,000
Closed -$4K
VIAB
997
DELISTED
Viacom Inc. Class B
VIAB
– –
-37
Closed -$1K
NTC
998
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
– –
-2,100
Closed -$26K
BPL
999
DELISTED
Buckeye Partners, L.P.
BPL
– –
-1,300
Closed -$83K
CTWS
1000
DELISTED
Connecticut Water Service Inc
CTWS
– –
-298
Closed -$17K
38 39
40
41 42

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BAM
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ACI
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ACM
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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.