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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
PLNT icon
1076
Planet Fitness
PLNT
$3.78B
– –
-100
Closed -$2K
SDS icon
1077
ProShares UltraShort S&P500
SDS
$390M
– –
-31
Closed -$42K
SEE
1078
DELISTED
Sealed Air
SEE
– –
-276
Closed -$12K
SH icon
1079
ProShares Short S&P500
SH
$897M
– –
-213
Closed -$29K
SPLV icon
1080
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
– –
-3,468
Closed -$151K
STM icon
1081
STMicroelectronics
STM
$50B
– –
-200
Closed -$3K
SU icon
1082
Suncor Energy
SU
$70.3B
– –
-6
Closed –
SWKS icon
1083
Skyworks Solutions
SWKS
$10.6B
– –
-100
Closed -$10K
TRGP icon
1084
Targa Resources
TRGP
$55.1B
– –
-370
Closed -$22K
TWLO icon
1085
Twilio
TWLO
$36.6B
– –
-200
Closed -$6K
TX icon
1086
Ternium
TX
$10.6B
– –
-400
Closed -$10K
VYX icon
1087
NCR Voyix
VYX
$1.14B
– –
-41
Closed -$1K
WSM icon
1088
Williams-Sonoma
WSM
$29.6B
– –
-600
Closed -$16K
WT icon
1089
WisdomTree
WT
$3.22B
– –
-500
Closed -$5K
ZD icon
1090
Ziff Davis
ZD
$1.98B
– –
-115
Closed -$8K
LGF.B
1091
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$0 ﹤0.01%
1
– –
HA
1092
DELISTED
Hawaiian Holdings, Inc.
HA
– –
-14,866
Closed -$691K
LSXMK
1093
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-13,179
Closed -$389K
LSXMA
1094
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-3
Closed –
SPLK
1095
DELISTED
Splunk Inc
SPLK
– –
-100
Closed -$6K
MNDT
1096
DELISTED
Mandiant, Inc. Common Stock
MNDT
– –
-100
Closed -$1K
MXIM
1097
DELISTED
Maxim Integrated Products
MXIM
$0 ﹤0.01%
+10
New +$459
CATM
1098
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
– –
-4,300
Closed -$201K
PE
1099
DELISTED
PARSLEY ENERGY INC
PE
– –
-52,517
Closed -$1.71M
GWR
1100
DELISTED
Genesee & Wyoming Inc.
GWR
– –
-100
Closed -$7K
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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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.