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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
UPS icon
151
United Parcel Service
UPS
$88.9B
$3.67M 0.12%
33,133
+66
+0.2% +$7.05K
SPG icon
152
Simon Property Group
SPG
$71.9B
$3.5M 0.12%
21,618
-754
-3% -$123K
AJG icon
153
Arthur J. Gallagher & Co
AJG
$63.8B
$3.46M 0.12%
60,393
+11,547
+24% +$653K
NFLX icon
154
Netflix
NFLX
$310B
$3.46M 0.12%
231,410
-510
-0.2% -$7.85K
VWO icon
155
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$3.38M 0.11%
82,847
-5,668
-6% -$230K
GS icon
156
Goldman Sachs
GS
$302B
$3.36M 0.11%
15,131
+1,099
+8% +$244K
DD icon
157
DuPont de Nemours
DD
$19.5B
$3.34M 0.11%
20,904
+873
+4% +$139K
STT icon
158
State Street
STT
$50.9B
$3.32M 0.11%
36,976
-3,928
-10% -$327K
ADI icon
159
Analog Devices
ADI
$190B
$3.29M 0.11%
42,233
+8,322
+25% +$661K
DOC
160
DELISTED
PHYSICIANS REALTY TRUST
DOC
$3.28M 0.11%
162,816
+3,759
+2% +$76.3K
APD icon
161
Air Products & Chemicals
APD
$67.3B
$3.28M 0.11%
22,917
-177
-0.8% -$25.2K
SIVB
162
DELISTED
SVB Financial Group
SIVB
$3.22M 0.11%
18,323
+453
+3% +$81.1K
NKE icon
163
Nike
NKE
$62.1B
$3.22M 0.11%
54,503
-1,845
-3% -$99.5K
LYB icon
164
LyondellBasell Industries
LYB
$19.6B
$3.16M 0.11%
37,449
+4,634
+14% +$385K
D icon
165
Dominion Energy
D
$59.4B
$3.15M 0.11%
41,139
+629
+2% +$49.4K
IJS icon
166
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$3.14M 0.11%
44,866
+2,686
+6% +$186K
KHC icon
167
Kraft Heinz
KHC
$30B
$3.11M 0.11%
36,284
-579
-2% -$52.5K
TGT icon
168
Target
TGT
$67.5B
$3.1M 0.11%
59,195
-27,047
-31% -$1.48M
SCHW
169
Charles Schwab
SCHW
$187B
$3.08M 0.1%
71,712
+402
+0.6% +$16.1K
LHX icon
170
L3Harris
LHX
$53.4B
$3.07M 0.1%
28,146
-2,520
-8% -$277K
AXP icon
171
American Express
AXP
$230B
$3M 0.1%
35,663
+1,123
+3% +$88.9K
TXN icon
172
Texas Instruments
TXN
$259B
$2.95M 0.1%
38,409
-1,018
-3% -$81.6K
HLF icon
173
Herbalife
HLF
$1.26B
$2.92M 0.1%
81,738
– –
TWX
174
DELISTED
Time Warner Inc
TWX
$2.9M 0.1%
28,868
+1,839
+7% +$182K
AER icon
175
AerCap
AER
$24B
$2.9M 0.1%
62,393
+12,570
+25% +$567K
5 6
7
8 9

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.