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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
CENTA icon
126
Central Garden & Pet Co Class A
CENTA
$2.44B
$4.69M 0.16%
195,160
– –
VMW
127
DELISTED
VMware, Inc
VMW
$4.58M 0.16%
52,332
+52,282
+104,564% +$4.82M
TRV icon
128
Travelers Companies
TRV
$80.2B
$4.57M 0.16%
36,120
+772
+2% +$95K
CL icon
129
Colgate-Palmolive
CL
$74.4B
$4.41M 0.15%
59,555
+1,884
+3% +$140K
LRCX icon
130
Lam Research
LRCX
$390B
$4.4M 0.15%
310,950
+82,850
+36% +$1.21M
GPC icon
131
Genuine Parts
GPC
$18.7B
$4.38M 0.15%
47,167
-1,379
-3% -$127K
VR
132
DELISTED
Validus Hold Ltd
VR
$4.35M 0.15%
83,688
+89
+0.1% +$4.79K
VTV icon
133
Vanguard Morningstar Value ETF
VTV
$191B
$4.32M 0.15%
44,733
+465
+1% +$44.5K
GLW icon
134
Corning
GLW
$143B
$4.25M 0.14%
141,449
+360
+0.3% +$10.3K
QCOM icon
135
Qualcomm
QCOM
$176B
$4.1M 0.14%
74,304
-1,034
-1% -$57.8K
MAA icon
136
Mid-America Apartment Communities
MAA
$15.7B
$4.09M 0.14%
38,782
+146
+0.4% +$15K
MAR icon
137
Marriott International
MAR
$92.3B
$4.08M 0.14%
40,710
+426
+1% +$42.6K
CI icon
138
Cigna
CI
$74.6B
$4.08M 0.14%
24,375
-681
-3% -$109K
ZBH icon
139
Zimmer Biomet
ZBH
$18.4B
$4.02M 0.14%
32,223
-495
-2% -$58.7K
RDS.A
140
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4.01M 0.14%
75,427
-4,799
-6% -$255K
SYY icon
141
Sysco
SYY
$40.3B
$3.98M 0.14%
79,147
-14,004
-15% -$748K
PSA icon
142
Public Storage
PSA
$61.3B
$3.97M 0.13%
19,022
-997
-5% -$214K
BHB icon
143
Bar Harbor Bankshares
BHB
$666M
$3.96M 0.13%
128,571
-11,475
-8% -$346K
COP icon
144
ConocoPhillips
COP
$141B
$3.96M 0.13%
90,147
-5,542
-6% -$258K
IVE icon
145
iShares S&P 500 Value ETF
IVE
$49.8B
$3.94M 0.13%
37,487
-857
-2% -$89.3K
NSC icon
146
Norfolk Southern
NSC
$75.1B
$3.93M 0.13%
32,266
+4,293
+15% +$505K
SHM icon
147
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$3.92M 0.13%
80,841
-482
-0.6% -$23.4K
EMR icon
148
Emerson Electric
EMR
$88.3B
$3.91M 0.13%
65,604
-841
-1% -$49.9K
AVB icon
149
AvalonBay Communities
AVB
$26.8B
$3.82M 0.13%
19,876
-12
-0.1% -$2.29K
WBA
150
DELISTED
Walgreens Boots Alliance
WBA
$3.69M 0.13%
47,118
+1,506
+3% +$124K
4 5
6
7 8

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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.