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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
CALM icon
1051
Cal-Maine
CALM
$3.99B
– –
-18,394
Closed -$813K
CLW icon
1052
Clearwater Paper
CLW
$376M
$0 ﹤0.01%
4
– –
FCEL icon
1053
FuelCell Energy
FCEL
$1.63B
– –
0
– –
FHI icon
1054
Federated Hermes
FHI
$4.72B
– –
-159
Closed -$4K
FWONK icon
1055
Liberty Media Series C
FWONK
$25.8B
$0 ﹤0.01%
+1
New +$31
FXI icon
1056
iShares China Large-Cap ETF
FXI
$4.31B
$0 ﹤0.01%
+2
New +$75
GGME icon
1057
Invesco Next Gen Media and Gaming ETF
GGME
$46.3M
– –
-800
Closed -$21K
GLNG icon
1058
Golar LNG
GLNG
$5.13B
– –
-400
Closed -$9K
HAIN icon
1059
Hain Celestial
HAIN
$53.7M
– –
-625
Closed -$24K
IDU icon
1060
iShares US Utilities ETF
IDU
$1.36B
– –
-100
Closed -$6K
KLAC icon
1061
KLA
KLAC
$259B
– –
-13,000
Closed -$102K
KMX icon
1062
CarMax
KMX
$8.26B
– –
-300
Closed -$19K
KSS icon
1063
Kohl's
KSS
$2.19B
– –
-3,300
Closed -$163K
LBRDK icon
1064
Liberty Broadband Class C
LBRDK
$5.15B
$0 ﹤0.01%
+1
New +$83
MANH icon
1065
Manhattan Associates
MANH
$11.4B
– –
-21,795
Closed -$1.16M
MED icon
1066
Medifast
MED
$141M
– –
-11,633
Closed -$484K
MGA icon
1067
Magna International
MGA
$18.8B
– –
-400
Closed -$17K
MYD
1068
DELISTED
BlackRock MuniYield Fund
MYD
– –
-3,419
Closed -$48K
NDAQ icon
1069
Nasdaq
NDAQ
$52.9B
– –
-38,433
Closed -$860K
NEM icon
1070
Newmont
NEM
$119B
$0 ﹤0.01%
+15
New +$524
NSPR icon
1071
InspireMD
NSPR
$34.7M
– –
0
– –
NZF icon
1072
Nuveen Municipal Credit Income Fund
NZF
$2.45B
– –
-1,983
Closed -$28K
PAG icon
1073
Penske Automotive Group
PAG
$14.2B
– –
-8,545
Closed -$443K
PBR icon
1074
Petrobras
PBR
$116B
$0 ﹤0.01%
+7
New +$72
PCH
1075
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
41 42
43
44 45

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.