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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
+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
VWO icon
151
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$3.52M 0.12%
88,515
+40,986
+86% +$1.58M
PXD
152
DELISTED
Pioneer Natural Resource Co.
PXD
$3.49M 0.12%
+18,761
New +$3.48M
NFLX icon
153
Netflix
NFLX
$309B
$3.43M 0.12%
231,920
+51,370
+28% +$721K
LHX icon
154
L3Harris
LHX
$53.4B
$3.41M 0.12%
30,666
-428
-1% -$45.8K
KHC icon
155
Kraft Heinz
KHC
$30B
$3.35M 0.12%
36,863
+2,123
+6% +$191K
SIVB
156
DELISTED
SVB Financial Group
SIVB
$3.33M 0.12%
17,870
+7,625
+74% +$1.39M
STT icon
157
State Street
STT
$50.7B
$3.26M 0.11%
40,904
-3,759
-8% -$298K
GS icon
158
Goldman Sachs
GS
$303B
$3.22M 0.11%
14,032
-1,160
-8% -$280K
DD icon
159
DuPont de Nemours
DD
$19.2B
$3.22M 0.11%
20,031
+1,845
+10% +$286K
VEU icon
160
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$3.2M 0.11%
66,885
+35,506
+113% +$1.65M
TXN icon
161
Texas Instruments
TXN
$261B
$3.18M 0.11%
39,427
-2,655
-6% -$206K
DOC
162
DELISTED
PHYSICIANS REALTY TRUST
DOC
$3.16M 0.11%
159,057
+5,066
+3% +$96.7K
D icon
163
Dominion Energy
D
$59.3B
$3.14M 0.11%
40,510
+2,449
+6% +$185K
NKE icon
164
Nike
NKE
$61.9B
$3.14M 0.11%
56,348
-4,930
-8% -$272K
NSC icon
165
Norfolk Southern
NSC
$75.1B
$3.13M 0.11%
27,973
-589
-2% -$68.9K
APD icon
166
Air Products & Chemicals
APD
$67.6B
$3.12M 0.11%
23,094
-1,446
-6% -$204K
OMC icon
167
Omnicom Group
OMC
$23.4B
$3.01M 0.1%
34,872
-2,966
-8% -$253K
LYB icon
168
LyondellBasell Industries
LYB
$19.2B
$2.99M 0.1%
32,815
+1,954
+6% +$178K
LRCX icon
169
Lam Research
LRCX
$390B
$2.93M 0.1%
228,100
-219,170
-49% -$2.58M
IJS icon
170
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$2.92M 0.1%
42,180
+274
+0.7% +$19.1K
TEL icon
171
TE Connectivity
TEL
$62.6B
$2.92M 0.1%
39,191
+20,127
+106% +$1.48M
SCHW
172
Charles Schwab
SCHW
$187B
$2.91M 0.1%
71,310
-8,324
-10% -$344K
BDX icon
173
Becton Dickinson
BDX
$48.2B
$2.88M 0.1%
16,076
-636
-4% -$111K
CHL
174
DELISTED
China Mobile Limited
CHL
$2.8M 0.1%
50,772
+3,807
+8% +$212K
MKTX icon
175
MarketAxess Holdings
MKTX
$5.72B
$2.79M 0.1%
14,884
-716
-5% -$130K
5 6
7
8 9

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BAM
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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.