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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
ADI icon
176
Analog Devices
ADI
$190B
$2.78M 0.1%
33,911
+24,007
+242% +$1.89M
SO icon
177
Southern Company
SO
$107B
$2.78M 0.1%
55,811
+383
+0.7% +$18.9K
AJG icon
178
Arthur J. Gallagher & Co
AJG
$63.6B
$2.76M 0.1%
+48,846
New +$2.69M
GT icon
179
Goodyear
GT
$1.85B
$2.76M 0.1%
76,555
+10,848
+17% +$368K
CLX icon
180
Clorox
CLX
$12.7B
$2.75M 0.1%
20,435
+2,970
+17% +$385K
HSBC icon
181
HSBC
HSBC
$356B
$2.75M 0.1%
74,680
+3,694
+5% +$139K
AXP icon
182
American Express
AXP
$230B
$2.73M 0.1%
34,540
-2,286
-6% -$179K
ESRX
183
DELISTED
Express Scripts Holding Company
ESRX
$2.73M 0.1%
41,385
-5,258
-11% -$362K
XLF icon
184
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.7M 0.09%
113,809
-9,326
-8% -$223K
XLK icon
185
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.69M 0.09%
101,056
+6,138
+6% +$158K
TWX
186
DELISTED
Time Warner Inc
TWX
$2.64M 0.09%
27,029
+2,301
+9% +$223K
MCHP icon
187
Microchip Technology
MCHP
$46B
$2.62M 0.09%
70,896
-7,116
-9% -$251K
AFL icon
188
Aflac
AFL
$62.6B
$2.59M 0.09%
71,620
+1,074
+2% +$38.1K
TTE icon
189
TotalEnergies
TTE
$190B
$2.55M 0.09%
4,690,936
-498,327,580
-99% -$58.8M
IDXX icon
190
Idexx Laboratories
IDXX
$46.2B
$2.53M 0.09%
16,363
+7,107
+77% +$980K
BBL
191
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$2.48M 0.09%
79,559
+36,397
+84% +$1.23M
STRA icon
192
Strategic Education
STRA
$1.92B
$2.42M 0.08%
30,128
+3,039
+11% +$243K
PKG icon
193
Packaging Corp of America
PKG
$22.8B
$2.42M 0.08%
26,373
+3,055
+13% +$280K
GSK icon
194
GSK
GSK
$106B
$2.41M 0.08%
45,713
-58,479
-56% -$2.97M
MCK icon
195
McKesson
MCK
$101B
$2.4M 0.08%
16,192
-88
-0.5% -$12.9K
HLF icon
196
Herbalife
HLF
$1.29B
$2.38M 0.08%
81,738
– –
EBIX
197
DELISTED
Ebix Inc
EBIX
$2.37M 0.08%
38,716
-83
-0.2% -$4.93K
COR
198
DELISTED
Coresite Realty Corporation
COR
$2.32M 0.08%
25,748
– –
AER icon
199
AerCap
AER
$23.8B
$2.29M 0.08%
49,823
+2,679
+6% +$120K
IWF icon
200
iShares Russell 1000 Growth ETF
IWF
$128B
$2.26M 0.08%
79,320
+20,400
+35% +$566K
6 7
8
9 10

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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.