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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
DK icon
1051
Delek US
DK
$3.58B
– –
-400
Closed -$10K
DOC icon
1052
Healthpeak Properties
DOC
$14.8B
– –
-3,480
Closed -$109K
E icon
1053
ENI
E
$77.5B
– –
-16
Closed -$1K
EVRI
1054
DELISTED
Everi Holdings
EVRI
– –
-10,000
Closed -$48K
EWU icon
1055
iShares MSCI United Kingdom ETF
EWU
$4.16B
– –
-4,197
Closed -$137K
FCEL icon
1056
FuelCell Energy
FCEL
$1.63B
– –
0
– –
FWONK icon
1057
Liberty Media Series C
FWONK
$25.8B
– –
-1
Closed –
FXI icon
1058
iShares China Large-Cap ETF
FXI
$4.31B
– –
-2
Closed –
HEI icon
1059
HEICO Corp
HEI
$51.4B
– –
-122
Closed -$4K
HELE icon
1060
Helen of Troy
HELE
$693M
– –
-19,042
Closed -$1.79M
IPAR icon
1061
Interparfums
IPAR
$3.94B
– –
-500
Closed -$18K
LBRDK icon
1062
Liberty Broadband Class C
LBRDK
$5.15B
– –
-1
Closed –
LW icon
1063
Lamb Weston
LW
$7.19B
$0 ﹤0.01%
+4
New +$176
MATV icon
1064
Mativ Holdings
MATV
$711M
– –
-3,277
Closed -$136K
MRVL icon
1065
Marvell Technology
MRVL
$196B
– –
-125
Closed -$2K
MSTR icon
1066
Strategy Inc
MSTR
$38.4B
– –
-1,000
Closed -$19K
MTCH icon
1067
Match Group
MTCH
$8.55B
– –
-100
Closed -$2K
NEM icon
1068
Newmont
NEM
$119B
– –
-15
Closed –
NFG icon
1069
National Fuel Gas
NFG
$7.65B
– –
-101
Closed -$6K
NSPR icon
1070
InspireMD
NSPR
$34.7M
– –
0
– –
NXPI icon
1071
NXP Semiconductors
NXPI
$60.4B
– –
-100
Closed -$10K
ORLY icon
1072
O'Reilly Automotive
ORLY
$76.3B
– –
-3,750
Closed -$67K
PAC icon
1073
Grupo Aeroportuario del Pacifico
PAC
$13.3B
– –
-100
Closed -$10K
PBR icon
1074
Petrobras
PBR
$116B
– –
-7
Closed –
PCH
1075
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
41 42
43
44 45

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IA
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SCC
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BAM
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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.