We are live on ! Find out more
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
+4.7%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.99B
AUM Growth
+$41M
Cap. Flow
-$75M
Cap. Flow %
-2.51%
Top 10 Hldgs %
23.64%
Holding
1,057
New
11
Increased
217
Reduced
223
Closed
532

Top Buys

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$7.66M
2
BTI icon
British American Tobacco
BTI
+$5.26M
3
UNH icon
UnitedHealth
UNH
+$4.71M
4
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.06M
5
DLR icon
Digital Realty Trust
DLR
+$2.15M

Top Sells

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.6M
2
RAI
Reynolds American Inc
RAI
+$9.21M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.17M
4
DD
Du Pont De Nemours E I
DD
+$7.45M
5
EQIX icon
Equinix
EQIX
+$2.47M

Sector Composition

Rank Sector Weight
1 Technology 13.73%
2 Healthcare 13.28%
3 Financials 11.5%
4 Consumer Discretionary 9.95%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSE
101
DELISTED
Trinseo
TSE
$6.75M 0.23%
100,586
– –
ELV icon
102
Elevance Health
ELV
$85.5B
$6.65M 0.22%
35,042
-39
-0.1% -$7.42K
VEU icon
103
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$6.57M 0.22%
124,664
+24,673
+25% +$1.28M
WMT icon
104
Walmart Inc
WMT
$890B
$6.48M 0.22%
248,865
-7,578
-3% -$199K
VMW
105
DELISTED
VMware, Inc
VMW
$6.41M 0.21%
58,714
+6,382
+12% +$630K
LOW icon
106
Lowe's Companies
LOW
$125B
$6.13M 0.21%
76,726
+151
+0.2% +$11.6K
LMT icon
107
Lockheed Martin
LMT
$136B
$6.06M 0.2%
19,518
+1,969
+11% +$587K
LUV icon
108
Southwest Airlines
LUV
$23B
$5.99M 0.2%
106,938
+968
+0.9% +$54.3K
CENTA icon
109
Central Garden & Pet Co Class A
CENTA
$2.44B
$5.81M 0.19%
195,160
– –
RSP icon
110
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$5.69M 0.19%
59,600
+301
+0.5% +$28.2K
BURL icon
111
Burlington
BURL
$23.2B
$5.69M 0.19%
59,638
-138
-0.2% -$12.1K
PAYX icon
112
Paychex
PAYX
$42.7B
$5.64M 0.19%
94,061
-1,780
-2% -$102K
CL icon
113
Colgate-Palmolive
CL
$74.4B
$5.42M 0.18%
74,347
+14,792
+25% +$1.07M
PRU icon
114
Prudential Financial
PRU
$41.8B
$5.35M 0.18%
50,314
-1,767
-3% -$189K
UNP icon
115
Union Pacific
UNP
$174B
$5.29M 0.18%
45,661
-357
-0.8% -$38.3K
TIP icon
116
iShares TIPS Bond ETF
TIP
$14.5B
$5.25M 0.18%
46,252
-2,033
-4% -$231K
IWB icon
117
iShares Russell 1000 ETF
IWB
$50.1B
$5.22M 0.17%
37,302
-2,357
-6% -$323K
LRCX icon
118
Lam Research
LRCX
$390B
$5.17M 0.17%
279,680
-31,270
-10% -$507K
BTI icon
119
British American Tobacco
BTI
$128B
$5.1M 0.17%
81,582
+81,492
+90,547% +$5.26M
OXY icon
120
Occidental Petroleum
OXY
$55.9B
$5.06M 0.17%
78,857
-2,116
-3% -$129K
AWK icon
121
American Water Works
AWK
$26.9B
$5.04M 0.17%
62,246
-5,705
-8% -$462K
SWK icon
122
Stanley Black & Decker
SWK
$15.7B
$5.01M 0.17%
33,169
-793
-2% -$114K
AMED
123
DELISTED
Amedisys
AMED
$4.93M 0.16%
88,036
– –
PXD
124
DELISTED
Pioneer Natural Resource Co.
PXD
$4.89M 0.16%
33,116
+2,926
+10% +$421K
VTR icon
125
Ventas
VTR
$47.9B
$4.8M 0.16%
73,731
-1,761
-2% -$119K
3 4
5
6 7

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

People's United Financial's Q3 2017 Portfolio in Review

As of Q3 2017, People's United Financial held 1,057 positions worth $2.99B, up 1.4% from $2.95B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q3 2017 filing shows 11 new, 217 increased, 223 reduced and 532 closed positions. Its largest new stake was Digital Realty Trust: 18,629 shares worth $2.2M. The largest sale was iShares MSCI Emerging Markets ETF, an estimated $9.6M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q3 2017 buy was Digital Realty Trust: 18,629 shares worth $2.2M.
  • People's United Financial added most to DuPont de Nemours in Q3 2017, an estimated $7.66M increase.
  • People's United Financial's biggest Q3 2017 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $9.6M.
  • People's United Financial fully exited Reynolds American Inc in Q3 2017, selling an estimated $9.21M.
  • People's United Financial's ten largest holdings make up 24% of its $2.99B portfolio in Q3 2017.
  • People's United Financial opened 11 new positions and closed 532 in Q3 2017.
  • People's United Financial's portfolio value rose 1.4% quarter-over-quarter to $2.99B.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.