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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
BDX icon
176
Becton Dickinson
BDX
$48.7B
$2.89M 0.1%
15,195
-881
-5% -$161K
MKTX icon
177
MarketAxess Holdings
MKTX
$5.72B
$2.85M 0.1%
14,189
-695
-5% -$133K
STRA icon
178
Strategic Education
STRA
$1.92B
$2.81M 0.1%
30,128
– –
AFL icon
179
Aflac
AFL
$63.4B
$2.78M 0.09%
71,578
-42
-0.1% -$1.58K
CHL
180
DELISTED
China Mobile Limited
CHL
$2.78M 0.09%
52,367
+1,595
+3% +$86.7K
XLK icon
181
State Street Technology Select Sector SPDR ETF
XLK
$124B
$2.74M 0.09%
100,210
-846
-0.8% -$23.3K
OMC icon
182
Omnicom Group
OMC
$23.4B
$2.73M 0.09%
32,942
-1,930
-6% -$161K
CLX icon
183
Clorox
CLX
$12.7B
$2.73M 0.09%
20,482
+47
+0.2% +$6.34K
PKG icon
184
Packaging Corp of America
PKG
$22.8B
$2.73M 0.09%
24,469
-1,904
-7% -$192K
ITW icon
185
Illinois Tool Works
ITW
$85.3B
$2.72M 0.09%
19,005
+2,982
+19% +$416K
COR
186
DELISTED
Coresite Realty Corporation
COR
$2.67M 0.09%
25,748
– –
MCK icon
187
McKesson
MCK
$101B
$2.66M 0.09%
16,156
-36
-0.2% -$5.46K
IWF icon
188
iShares Russell 1000 Growth ETF
IWF
$128B
$2.63M 0.09%
88,512
+9,192
+12% +$270K
GT icon
189
Goodyear
GT
$1.85B
$2.6M 0.09%
74,497
-2,058
-3% -$70.9K
MS icon
190
Morgan Stanley
MS
$340B
$2.6M 0.09%
58,260
+9,485
+19% +$409K
BBL
191
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$2.59M 0.09%
84,235
+4,676
+6% +$144K
SO icon
192
Southern Company
SO
$107B
$2.59M 0.09%
54,030
-1,781
-3% -$89.3K
TEL icon
193
TE Connectivity
TEL
$62.6B
$2.58M 0.09%
32,846
-6,345
-16% -$486K
XLF icon
194
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$2.54M 0.09%
102,890
-10,919
-10% -$259K
PYPL icon
195
PayPal
PYPL
$50.5B
$2.5M 0.08%
46,563
-3,146
-6% -$155K
SYK icon
196
Stryker
SYK
$130B
$2.49M 0.08%
17,927
+1,221
+7% +$168K
EQIX icon
197
Equinix
EQIX
$103B
$2.47M 0.08%
5,746
+876
+18% +$371K
NSR
198
DELISTED
Neustar Inc
NSR
$2.43M 0.08%
+72,885
New +$2.42M
FDX icon
199
FedEx
FDX
$75.4B
$2.42M 0.08%
11,130
+804
+8% +$159K
KR icon
200
Kroger
KR
$34.8B
$2.42M 0.08%
103,641
-50,071
-33% -$1.42M
6 7
8
9 10

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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.