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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
AJG icon
151
Arthur J. Gallagher & Co
AJG
$63.6B
$3.72M 0.12%
60,473
+80
+0.1% +$4.71K
TGT icon
152
Target
TGT
$68B
$3.71M 0.12%
62,805
+3,610
+6% +$202K
ZBH icon
153
Zimmer Biomet
ZBH
$18.4B
$3.7M 0.12%
32,558
+335
+1% +$38.7K
BHB icon
154
Bar Harbor Bankshares
BHB
$666M
$3.67M 0.12%
117,096
-11,475
-9% -$321K
IJS icon
155
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$3.67M 0.12%
49,502
+4,636
+10% +$323K
LHX icon
156
L3Harris
LHX
$53.4B
$3.66M 0.12%
27,803
-343
-1% -$41.1K
APD icon
157
Air Products & Chemicals
APD
$67.6B
$3.61M 0.12%
23,893
+976
+4% +$143K
TXN icon
158
Texas Instruments
TXN
$261B
$3.56M 0.12%
39,763
+1,354
+4% +$111K
AVB icon
159
AvalonBay Communities
AVB
$26.8B
$3.54M 0.12%
19,857
-19
-0.1% -$3.56K
GPC icon
160
Genuine Parts
GPC
$18.7B
$3.54M 0.12%
37,016
-10,151
-22% -$864K
SCHW
161
Charles Schwab
SCHW
$187B
$3.52M 0.12%
80,484
+8,772
+12% +$364K
SPG icon
162
Simon Property Group
SPG
$72.3B
$3.45M 0.12%
21,449
-169
-0.8% -$27K
BIDU icon
163
Baidu
BIDU
$37.2B
$3.43M 0.11%
13,837
+2,318
+20% +$506K
MAR icon
164
Marriott International
MAR
$92.3B
$3.41M 0.11%
30,950
-9,760
-24% -$1.01M
SIVB
165
DELISTED
SVB Financial Group
SIVB
$3.39M 0.11%
18,118
-205
-1% -$36.1K
MCK icon
166
McKesson
MCK
$101B
$3.33M 0.11%
21,696
+5,540
+34% +$865K
BBL
167
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$3.27M 0.11%
92,232
+7,997
+9% +$285K
WBA
168
DELISTED
Walgreens Boots Alliance
WBA
$3.27M 0.11%
42,337
-4,781
-10% -$383K
SYK icon
169
Stryker
SYK
$130B
$3.21M 0.11%
22,614
+4,687
+26% +$672K
AXP icon
170
American Express
AXP
$230B
$3.2M 0.11%
35,418
-245
-0.7% -$21.1K
D icon
171
Dominion Energy
D
$59.3B
$3.17M 0.11%
41,156
+17
+0% +$1.32K
AER icon
172
AerCap
AER
$23.8B
$3.15M 0.11%
61,670
-723
-1% -$35.4K
PKG icon
173
Packaging Corp of America
PKG
$22.8B
$3.12M 0.1%
27,181
+2,712
+11% +$303K
XLK icon
174
State Street Technology Select Sector SPDR ETF
XLK
$124B
$3.03M 0.1%
102,464
+2,254
+2% +$64.9K
BDX icon
175
Becton Dickinson
BDX
$48.2B
$2.97M 0.1%
15,509
+314
+2% +$60.9K
5 6
7
8 9

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IA
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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 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.