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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
EVY
1001
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
$3K ﹤0.01%
265
– –
KOL
1002
DELISTED
VanEck Vectors Coal ETF
KOL
$3K ﹤0.01%
20
– –
LEXEA
1003
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$3K ﹤0.01%
51
– –
ICON
1004
DELISTED
Iconix Brand Group, Inc.
ICON
$3K ﹤0.01%
50
– –
ALR
1005
DELISTED
Alere Inc
ALR
$3K ﹤0.01%
55
– –
AAL icon
1006
American Airlines Group
AAL
$10.6B
$2K ﹤0.01%
36
– –
BHP icon
1007
BHP
BHP
$230B
$2K ﹤0.01%
56
-84
-60% -$2.66K
CAR icon
1008
Avis
CAR
$5.02B
$2K ﹤0.01%
58
– –
CBRE icon
1009
CBRE Group
CBRE
$42.9B
$2K ﹤0.01%
67
– –
DDD icon
1010
3D Systems Corp
DDD
$613M
$2K ﹤0.01%
100
– –
DVA icon
1011
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
GGB icon
1012
Gerdau
GGB
$9.7B
$2K ﹤0.01%
756
– –
HWM icon
1013
Howmet Aerospace
HWM
$112B
$2K ﹤0.01%
132
-172
-57% -$3.5K
IEZ icon
1014
iShares US Oil Equipment & Services ETF
IEZ
$364M
$2K ﹤0.01%
50
-50
-50% -$1.86K
MUR icon
1015
Murphy Oil
MUR
$4.78B
$2K ﹤0.01%
64
– –
OMF icon
1016
OneMain Financial
OMF
$7.47B
$2K ﹤0.01%
94
– –
OSK icon
1017
Oshkosh
OSK
$9.59B
$2K ﹤0.01%
31
– –
SAN icon
1018
Banco Santander
SAN
$210B
$2K ﹤0.01%
291
– –
URI icon
1019
United Rentals
URI
$72.4B
$2K ﹤0.01%
20
– –
BERY
1020
DELISTED
Berry Global Group, Inc.
BERY
$2K ﹤0.01%
46
– –
JPS
1021
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$2K ﹤0.01%
233
– –
AIG.WS
1022
DELISTED
American International Group, Inc.
AIG.WS
$2K ﹤0.01%
+72
New +$1.49K
CHK
1023
DELISTED
Chesapeake Energy Corporation
CHK
$2K ﹤0.01%
2
– –
RGC
1024
DELISTED
Regal Entertainment Group
RGC
$2K ﹤0.01%
100
– –
LPNT
1025
DELISTED
LifePoint Health, Inc.
LPNT
$2K ﹤0.01%
37
– –
39 40
41
42 43

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
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.