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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
ELV icon
101
Elevance Health
ELV
$85.5B
$6.6M 0.22%
35,081
-43
-0.1% -$7.73K
LUV icon
102
Southwest Airlines
LUV
$23B
$6.59M 0.22%
105,970
-392
-0.4% -$22.8K
WMT icon
103
Walmart Inc
WMT
$890B
$6.47M 0.22%
256,443
+20,181
+9% +$512K
TFC icon
104
Truist Financial
TFC
$64B
$6.44M 0.22%
141,711
+14,455
+11% +$628K
MA icon
105
Mastercard
MA
$493B
$6.4M 0.22%
52,665
+175
+0.3% +$20.8K
LOW icon
106
Lowe's Companies
LOW
$125B
$5.94M 0.2%
76,575
+854
+1% +$69.8K
PRU icon
107
Prudential Financial
PRU
$41.8B
$5.63M 0.19%
52,081
-591
-1% -$62.7K
AMED
108
DELISTED
Amedisys
AMED
$5.53M 0.19%
88,036
– –
RDS.B
109
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$5.53M 0.19%
101,521
+23,474
+30% +$1.31M
BURL icon
110
Burlington
BURL
$23.2B
$5.5M 0.19%
59,776
-198
-0.3% -$19K
RSP icon
111
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$5.5M 0.19%
59,299
+25
+0% +$2.29K
TIP icon
112
iShares TIPS Bond ETF
TIP
$14.5B
$5.48M 0.19%
48,285
-2,091
-4% -$239K
PAYX icon
113
Paychex
PAYX
$42.7B
$5.46M 0.19%
95,841
-1,793
-2% -$105K
IWB icon
114
iShares Russell 1000 ETF
IWB
$50.1B
$5.37M 0.18%
39,659
-1,367
-3% -$182K
AWK icon
115
American Water Works
AWK
$26.9B
$5.3M 0.18%
67,951
-1,554
-2% -$122K
VTR icon
116
Ventas
VTR
$47.9B
$5.25M 0.18%
75,492
-497
-0.7% -$33.1K
UNP icon
117
Union Pacific
UNP
$174B
$5.01M 0.17%
46,018
+309
+0.7% +$33.7K
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$5M 0.17%
99,991
+33,106
+49% +$1.64M
CNK icon
119
Cinemark Holdings
CNK
$4.32B
$4.94M 0.17%
127,209
-10,956
-8% -$454K
MDLZ icon
120
Mondelez International
MDLZ
$79.9B
$4.88M 0.17%
112,872
+3,161
+3% +$143K
LMT icon
121
Lockheed Martin
LMT
$136B
$4.87M 0.17%
17,549
-18,456
-51% -$5.07M
OXY icon
122
Occidental Petroleum
OXY
$55.9B
$4.85M 0.16%
80,973
-22,368
-22% -$1.37M
PXD
123
DELISTED
Pioneer Natural Resource Co.
PXD
$4.82M 0.16%
30,190
+11,429
+61% +$1.95M
SWK icon
124
Stanley Black & Decker
SWK
$15.7B
$4.78M 0.16%
33,962
-284
-0.8% -$39K
BNY
125
Bank of New York Mellon
BNY
$107B
$4.71M 0.16%
92,336
-1,029
-1% -$49.2K
3 4
5
6 7

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SCC
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BAM
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ACI
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ACM
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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.