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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
PRLB icon
1076
Protolabs
PRLB
$2.13B
– –
-6,410
Closed -$330K
PXE icon
1077
Invesco Energy Exploration & Production ETF
PXE
$79.8M
– –
-300
Closed -$7K
RMBS icon
1078
Rambus
RMBS
$11B
– –
-58,337
Closed -$803K
SU icon
1079
Suncor Energy
SU
$70.3B
$0 ﹤0.01%
+6
New +$189
SWBI icon
1080
Smith & Wesson
SWBI
$637M
– –
-37,246
Closed -$603K
TROX icon
1081
Tronox
TROX
$1.04B
– –
-1,000
Closed -$10K
VUG icon
1082
Vanguard Morningstar Growth ETF
VUG
$230B
– –
-1,098
Closed -$20K
WPP icon
1083
WPP
WPP
$5.94B
– –
-3,490
Closed -$387K
LGF.B
1084
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$0 ﹤0.01%
+1
New +$25
VGR
1085
DELISTED
Vector Group Ltd.
VGR
– –
-1,200
Closed -$17K
LSXMA
1086
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$0 ﹤0.01%
+3
New +$81
EXPR
1087
DELISTED
Express, Inc.
EXPR
– –
-2,300
Closed -$495K
AUY
1088
DELISTED
Yamana Gold, Inc.
AUY
– –
-2,000
Closed -$6K
UMPQ
1089
DELISTED
Umpqua Holdings Corp
UMPQ
– –
-19,777
Closed -$371K
AIG.WS
1090
DELISTED
American International Group, Inc.
AIG.WS
– –
-73
Closed -$2K
MACK
1091
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$0 ﹤0.01%
13
– –
GLA
1092
DELISTED
GlassBridge Enterprises, Inc.
GLA
$0 ﹤0.01%
+20
New +$127
ENH
1093
DELISTED
Endurance Specialty Holdings Ltd
ENH
– –
-24
Closed -$2K
HAR
1094
DELISTED
Harman International Industries
HAR
– –
-20,626
Closed -$2.29M
SE
1095
DELISTED
Spectra Energy Corp Wi
SE
– –
-40,191
Closed -$1.65M
IMN
1096
DELISTED
Imation
IMN
– –
-200
Closed –
TMH
1097
DELISTED
Team Health Holdings Inc
TMH
– –
-6,585
Closed -$286K
LSBG
1098
DELISTED
Lake Sunapee Bank Group
LSBG
– –
-203,251
Closed -$4.79M
STJ
1099
DELISTED
St Jude Medical
STJ
– –
-22,207
Closed -$1.78M
EGL
1100
DELISTED
Engility Holdings, Inc.
EGL
– –
-33
Closed -$1K
41 42 43
44
45

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SCC
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BAM
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ACI
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ACM
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MXM
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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.