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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
+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
BNY
126
Bank of New York Mellon
BNY
$107B
$4.75M 0.16%
89,588
-2,748
-3% -$144K
MDLZ icon
127
Mondelez International
MDLZ
$79.9B
$4.59M 0.15%
112,905
+33
+0% +$1.4K
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$128B
$4.55M 0.15%
145,432
+56,920
+64% +$1.74M
SHM icon
129
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$4.51M 0.15%
92,789
+11,948
+15% +$583K
VTV icon
130
Vanguard Morningstar Value ETF
VTV
$191B
$4.46M 0.15%
44,652
-81
-0.2% -$7.93K
TRV icon
131
Travelers Companies
TRV
$80.2B
$4.45M 0.15%
36,354
+234
+0.6% +$29.2K
CNK icon
132
Cinemark Holdings
CNK
$4.32B
$4.32M 0.14%
119,233
-7,976
-6% -$289K
CI icon
133
Cigna
CI
$74.6B
$4.31M 0.14%
23,060
-1,315
-5% -$234K
COP icon
134
ConocoPhillips
COP
$141B
$4.31M 0.14%
86,149
-3,998
-4% -$180K
RDS.A
135
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4.23M 0.14%
69,767
-5,660
-8% -$317K
UPS icon
136
United Parcel Service
UPS
$88.9B
$4.15M 0.14%
34,533
+1,400
+4% +$159K
GLW icon
137
Corning
GLW
$143B
$4.14M 0.14%
138,396
-3,053
-2% -$90.4K
MAA icon
138
Mid-America Apartment Communities
MAA
$15.7B
$4.12M 0.14%
38,508
-274
-0.7% -$28.8K
EMR icon
139
Emerson Electric
EMR
$88.3B
$4.11M 0.14%
65,385
-219
-0.3% -$13.2K
IVE icon
140
iShares S&P 500 Value ETF
IVE
$49.8B
$4.09M 0.14%
37,904
+417
+1% +$44.1K
GS icon
141
Goldman Sachs
GS
$303B
$4.04M 0.14%
17,045
+1,914
+13% +$432K
VR
142
DELISTED
Validus Hold Ltd
VR
$4.04M 0.14%
82,047
-1,641
-2% -$83.3K
ADI icon
143
Analog Devices
ADI
$190B
$3.94M 0.13%
45,676
+3,443
+8% +$278K
NFLX icon
144
Netflix
NFLX
$309B
$3.91M 0.13%
215,430
-15,980
-7% -$279K
VWO icon
145
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$3.91M 0.13%
89,647
+6,800
+8% +$294K
SYY icon
146
Sysco
SYY
$40.3B
$3.89M 0.13%
72,074
-7,073
-9% -$368K
QCOM icon
147
Qualcomm
QCOM
$176B
$3.82M 0.13%
73,617
-687
-0.9% -$36.3K
PSA icon
148
Public Storage
PSA
$61.3B
$3.81M 0.13%
17,798
-1,224
-6% -$253K
NSC icon
149
Norfolk Southern
NSC
$75.1B
$3.78M 0.13%
28,607
-3,659
-11% -$445K
LYB icon
150
LyondellBasell Industries
LYB
$19.2B
$3.73M 0.13%
37,709
+260
+0.7% +$23.4K
4 5
6
7 8

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BAM
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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.