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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
LEXEA
1026
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$2K ﹤0.01%
51
– –
ANCX
1027
DELISTED
Access National Corp
ANCX
$2K ﹤0.01%
50
– –
RGC
1028
DELISTED
Regal Entertainment Group
RGC
$2K ﹤0.01%
100
– –
ALR
1029
DELISTED
Alere Inc
ALR
$2K ﹤0.01%
55
– –
LPNT
1030
DELISTED
LifePoint Health, Inc.
LPNT
$2K ﹤0.01%
37
– –
DDD icon
1031
3D Systems Corp
DDD
$613M
$1K ﹤0.01%
100
– –
DJP icon
1032
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$1K ﹤0.01%
48
– –
E icon
1033
ENI
E
$77.5B
$1K ﹤0.01%
+16
New +$508
FBIN icon
1034
Fortune Brands Innovations
FBIN
$6.06B
$1K ﹤0.01%
23
– –
NAD icon
1035
Nuveen Quality Municipal Income Fund
NAD
$2.78B
$1K ﹤0.01%
101
-2,602
-96% -$35.9K
SSYS icon
1036
Stratasys
SSYS
$774M
$1K ﹤0.01%
25
– –
UE icon
1037
Urban Edge Properties
UE
$2.73B
$1K ﹤0.01%
37
– –
VPG icon
1038
Vishay Precision Group
VPG
$914M
$1K ﹤0.01%
50
– –
VYX icon
1039
NCR Voyix
VYX
$1.14B
$1K ﹤0.01%
41
– –
MNDT
1040
DELISTED
Mandiant, Inc. Common Stock
MNDT
$1K ﹤0.01%
100
– –
CEL
1041
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
67
-33
-33% -$339
CASM
1042
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
– –
RLOG
1043
DELISTED
Rand Logistics, Inc.
RLOG
$1K ﹤0.01%
1,000
– –
SFR
1044
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
CRC
1045
DELISTED
California Resources Corporation
CRC
$1K ﹤0.01%
67
-23
-26% -$422
GCI
1046
DELISTED
Gannett Co., Inc
GCI
$1K ﹤0.01%
+105
New +$938
APA icon
1047
APA Corp
APA
$13.2B
– –
-3,736
Closed -$237K
AZTA icon
1048
Azenta
AZTA
$1.48B
– –
-900
Closed -$15K
BBY icon
1049
Best Buy
BBY
$17.3B
– –
-50
Closed -$2K
BN icon
1050
Brookfield
BN
$108B
– –
-42,702
Closed -$675K
40 41
42
43 44

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BAM
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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.