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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
PAY
1026
DELISTED
Verifone Systems Inc
PAY
– –
-14,126
Closed -$255K
FINL
1027
DELISTED
Finish Line
FINL
– –
-46,425
Closed -$658K
OA
1028
DELISTED
Orbital ATK, Inc.
OA
– –
-450
Closed -$44K
WIN
1029
DELISTED
Windstream Holdings Inc
WIN
– –
-192
Closed -$4K
SNI
1030
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
– –
-250
Closed -$17K
RGC
1031
DELISTED
Regal Entertainment Group
RGC
– –
-100
Closed -$2K
TIME
1032
DELISTED
Time Inc.
TIME
– –
-682
Closed -$10K
RLOG
1033
DELISTED
Rand Logistics, Inc.
RLOG
– –
-1,000
Closed –
POT
1034
DELISTED
Potash Corp Of Saskatchewan
POT
– –
-4,338
Closed -$71K
ALR
1035
DELISTED
Alere Inc
ALR
– –
-55
Closed -$3K
AF
1036
DELISTED
Astoria Financial Corporation
AF
– –
-1,150
Closed -$23K
DFT
1037
DELISTED
DuPont Fabros Technology Inc.
DFT
– –
-24,861
Closed -$1.52M
DRA
1038
DELISTED
Diversified Real Asset Income Fd
DRA
– –
-626
Closed -$11K
DD
1039
DELISTED
Du Pont De Nemours E I
DD
– –
-92,268
Closed -$7.45M
WFM
1040
DELISTED
Whole Foods Market Inc
WFM
– –
-1,050
Closed -$44K
NSR
1041
DELISTED
Neustar Inc
NSR
– –
-72,885
Closed -$2.43M
SFR
1042
DELISTED
Starwood Waypoint Homes
SFR
– –
-20
Closed -$1K
RAI
1043
DELISTED
Reynolds American Inc
RAI
– –
-141,595
Closed -$9.21M
KCG
1044
DELISTED
KCG Holdings, Inc.
KCG
– –
-900
Closed -$18K
PNRA
1045
DELISTED
Panera Bread Co
PNRA
– –
-13
Closed -$4K
OKS
1046
DELISTED
Oneok Partners LP
OKS
– –
-1,600
Closed -$82K
CRC
1047
DELISTED
California Resources Corporation
CRC
– –
-63
Closed -$1K
CAVM
1048
DELISTED
Cavium, Inc.
CAVM
– –
-200
Closed -$12K
CA
1049
DELISTED
CA, Inc.
CA
– –
-614
Closed -$21K
SBNY
1050
DELISTED
Signature Bank
SBNY
– –
-7,544
Closed -$1.08M
39 40 41
42
43

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BAM
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ACI
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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.