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
+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
BHB icon
126
Bar Harbor Bankshares
BHB
$666M
$4.63M 0.16%
+140,046
New +$4.11M
SWK icon
127
Stanley Black & Decker
SWK
$15.7B
$4.55M 0.16%
34,246
+1,155
+3% +$145K
KR icon
128
Kroger
KR
$34.8B
$4.53M 0.16%
153,712
-48,756
-24% -$1.56M
AMED
129
DELISTED
Amedisys
AMED
$4.5M 0.16%
88,036
-849
-1% -$40.5K
GPC icon
130
Genuine Parts
GPC
$18.7B
$4.49M 0.16%
48,546
-2,959
-6% -$285K
BNY
131
Bank of New York Mellon
BNY
$107B
$4.41M 0.15%
93,365
+9,181
+11% +$429K
PSA icon
132
Public Storage
PSA
$61.3B
$4.38M 0.15%
20,019
+2,360
+13% +$523K
RDS.B
133
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$4.36M 0.15%
78,047
+77,759
+27,000% +$4.41M
QCOM icon
134
Qualcomm
QCOM
$176B
$4.32M 0.15%
75,338
+13,950
+23% +$809K
TRV icon
135
Travelers Companies
TRV
$80.2B
$4.26M 0.15%
35,348
-4,682
-12% -$563K
VTV icon
136
Vanguard Morningstar Value ETF
VTV
$192B
$4.22M 0.15%
44,268
+386
+0.9% +$36.7K
CL icon
137
Colgate-Palmolive
CL
$74.4B
$4.22M 0.15%
57,671
-8,832
-13% -$618K
RDS.A
138
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4.16M 0.15%
80,226
+3,385
+4% +$177K
IVE icon
139
iShares S&P 500 Value ETF
IVE
$49.8B
$3.99M 0.14%
38,344
+662
+2% +$68.8K
EMR icon
140
Emerson Electric
EMR
$88.3B
$3.98M 0.14%
66,445
-1,330
-2% -$79.4K
SHM icon
141
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$3.94M 0.14%
81,323
-28,155
-26% -$1.36M
MAA icon
142
Mid-America Apartment Communities
MAA
$15.7B
$3.93M 0.14%
38,636
-239
-0.6% -$23.6K
ZBH icon
143
Zimmer Biomet
ZBH
$18.4B
$3.88M 0.14%
32,718
+228
+0.7% +$25.8K
SPG icon
144
Simon Property Group
SPG
$72.3B
$3.85M 0.13%
22,372
-864
-4% -$154K
GLW icon
145
Corning
GLW
$143B
$3.81M 0.13%
141,089
-6,329
-4% -$168K
MAR icon
146
Marriott International
MAR
$92.3B
$3.79M 0.13%
40,284
-484
-1% -$42K
WBA
147
DELISTED
Walgreens Boots Alliance
WBA
$3.79M 0.13%
45,612
+2,426
+6% +$203K
CI icon
148
Cigna
CI
$74.6B
$3.67M 0.13%
25,056
-13
-0.1% -$1.92K
AVB icon
149
AvalonBay Communities
AVB
$26.8B
$3.65M 0.13%
19,888
-1
-0% -$179
UPS icon
150
United Parcel Service
UPS
$88.9B
$3.55M 0.12%
33,067
-5,242
-14% -$573K
4 5
6
7 8

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 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.