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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
KHC icon
176
Kraft Heinz
KHC
$30B
$2.96M 0.1%
38,156
+1,872
+5% +$157K
TWX
177
DELISTED
Time Warner Inc
TWX
$2.93M 0.1%
28,595
-273
-0.9% -$27.7K
DOC
178
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.92M 0.1%
164,571
+1,755
+1% +$32.4K
MS icon
179
Morgan Stanley
MS
$340B
$2.89M 0.1%
60,025
+1,765
+3% +$81.9K
STT icon
180
State Street
STT
$50.7B
$2.88M 0.1%
30,145
-6,831
-18% -$636K
AFL icon
181
Aflac
AFL
$62.6B
$2.87M 0.1%
70,512
-1,066
-1% -$42.9K
PYPL icon
182
PayPal
PYPL
$50.5B
$2.85M 0.1%
44,537
-2,026
-4% -$121K
YELP icon
183
Yelp
YELP
$1.41B
$2.83M 0.09%
65,243
– –
ITW icon
184
Illinois Tool Works
ITW
$84.5B
$2.82M 0.09%
19,037
+32
+0.2% +$4.55K
NKE icon
185
Nike
NKE
$61.9B
$2.78M 0.09%
53,618
-885
-2% -$49.7K
HLF icon
186
Herbalife
HLF
$1.29B
$2.77M 0.09%
81,738
– –
CLX icon
187
Clorox
CLX
$12.7B
$2.73M 0.09%
20,676
+194
+0.9% +$26.1K
SO icon
188
Southern Company
SO
$107B
$2.71M 0.09%
55,066
+1,036
+2% +$50.2K
C icon
189
Citigroup
C
$226B
$2.7M 0.09%
37,127
+4,591
+14% +$313K
STRA icon
190
Strategic Education
STRA
$1.92B
$2.63M 0.09%
30,128
– –
XLF icon
191
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.63M 0.09%
101,646
-1,244
-1% -$31K
CHL
192
DELISTED
China Mobile Limited
CHL
$2.59M 0.09%
51,252
-1,115
-2% -$59.4K
TEL icon
193
TE Connectivity
TEL
$62.6B
$2.55M 0.09%
30,693
-2,153
-7% -$173K
IWM icon
194
iShares Russell 2000 ETF
IWM
$81.9B
$2.53M 0.08%
17,046
-57
-0.3% -$8.02K
EBIX
195
DELISTED
Ebix Inc
EBIX
$2.53M 0.08%
38,716
– –
MKTX icon
196
MarketAxess Holdings
MKTX
$5.72B
$2.5M 0.08%
13,572
-617
-4% -$118K
PLUS icon
197
ePlus
PLUS
$2.34B
$2.5M 0.08%
54,008
– –
MCHP icon
198
Microchip Technology
MCHP
$46B
$2.46M 0.08%
54,864
-6,976
-11% -$292K
GT icon
199
Goodyear
GT
$1.85B
$2.45M 0.08%
73,621
-876
-1% -$28.5K
FDX icon
200
FedEx
FDX
$75.4B
$2.41M 0.08%
10,697
-433
-4% -$92.2K
6 7
8
9 10

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BAM
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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.