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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
VSM
1001
DELISTED
Versum Materials, Inc.
VSM
– –
-2,943
Closed -$96K
AABA
1002
DELISTED
Altaba Inc
AABA
– –
-100
Closed -$5K
BT
1003
DELISTED
BT Group plc (ADR)
BT
– –
-200
Closed -$4K
APU
1004
DELISTED
AmeriGas Partners, L.P.
APU
– –
-407
Closed -$18K
APC
1005
DELISTED
Anadarko Petroleum
APC
– –
-818
Closed -$37K
LEXEA
1006
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
– –
-51
Closed -$3K
GM.WS.B
1007
DELISTED
General Motors Company
GM.WS.B
– –
-296
Closed -$5K
LLL
1008
DELISTED
L3 Technologies, Inc.
LLL
– –
-502
Closed -$84K
ULTI
1009
DELISTED
Ultimate Software Group Inc
ULTI
– –
-4,467
Closed -$939K
ICON
1010
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-50
Closed -$3K
DNB
1011
DELISTED
Dun & Bradstreet
DNB
– –
-1,160
Closed -$125K
VVC
1012
DELISTED
Vectren Corporation
VVC
– –
-300
Closed -$18K
ANCX
1013
DELISTED
Access National Corp
ANCX
– –
-50
Closed -$1K
CVRR
1014
DELISTED
CVR Refining, LP
CVRR
– –
-2,000
Closed -$19K
FBR
1015
DELISTED
Fibria Celulose Sa
FBR
– –
-1,300
Closed -$13K
SCG
1016
DELISTED
Scana
SCG
– –
-1,500
Closed -$101K
GOV
1017
DELISTED
Government Properties Income Trust
GOV
– –
-1,240
Closed -$23K
EEP
1018
DELISTED
Enbridge Energy Partners
EEP
– –
-4,000
Closed -$64K
SEP
1019
DELISTED
Spectra Engy Parters Lp
SEP
– –
-675
Closed -$29K
AET
1020
DELISTED
Aetna Inc
AET
– –
-6,747
Closed -$1.02M
COL
1021
DELISTED
Rockwell Collins
COL
– –
-698
Closed -$73K
ETP
1022
DELISTED
Energy Transfer Partners, L.P.
ETP
– –
-821
Closed -$17K
FBNK
1023
DELISTED
First Connecticut Bancorp, Inc
FBNK
– –
-200
Closed -$5K
ANDV
1024
DELISTED
Andeavor
ANDV
– –
-492
Closed -$46K
ILG
1025
DELISTED
ILG, Inc Common Stock
ILG
– –
-454
Closed -$12K
39 40
41
42 43

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BAM
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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.