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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
IWM icon
201
iShares Russell 2000 ETF
IWM
$81.9B
$2.26M 0.08%
16,413
+1,937
+13% +$265K
IVW icon
202
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.24M 0.08%
68,188
+616
+0.9% +$19.8K
RPM icon
203
RPM International
RPM
$15B
$2.23M 0.08%
40,574
-195
-0.5% -$10.4K
NTRI
204
DELISTED
NutriSystem, Inc.
NTRI
$2.22M 0.08%
39,943
+500
+1% +$20.6K
SYK icon
205
Stryker
SYK
$130B
$2.2M 0.08%
16,706
-120
-0.7% -$15.2K
PX
206
DELISTED
Praxair Inc
PX
$2.17M 0.08%
18,311
+460
+3% +$54.1K
ETN icon
207
Eaton
ETN
$174B
$2.15M 0.08%
29,053
-2,459
-8% -$175K
PYPL icon
208
PayPal
PYPL
$50.5B
$2.14M 0.07%
49,709
+3,859
+8% +$161K
YELP icon
209
Yelp
YELP
$1.41B
$2.14M 0.07%
+65,243
New +$2.42M
ACC
210
DELISTED
American Campus Communities, Inc.
ACC
$2.13M 0.07%
44,772
-857
-2% -$41.9K
MON
211
DELISTED
Monsanto Co
MON
$2.13M 0.07%
18,789
+153
+0.8% +$16.9K
ITW icon
212
Illinois Tool Works
ITW
$84.5B
$2.12M 0.07%
16,023
+1,903
+13% +$246K
MS icon
213
Morgan Stanley
MS
$340B
$2.09M 0.07%
48,775
+13,065
+37% +$580K
ED icon
214
Consolidated Edison
ED
$39.9B
$2.06M 0.07%
26,497
-2,903
-10% -$218K
IBB icon
215
iShares Biotechnology ETF
IBB
$9.71B
$2.04M 0.07%
20,865
-2,994
-13% -$287K
FDX icon
216
FedEx
FDX
$75.4B
$2.02M 0.07%
10,326
-1,303
-11% -$249K
MTB icon
217
M&T Bank
MTB
$36.2B
$2.01M 0.07%
13,008
-762
-6% -$123K
BBVA icon
218
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2M 0.07%
263,080
-12,444
-5% -$84.8K
LNC icon
219
Lincoln National
LNC
$8.81B
$2M 0.07%
30,526
-538
-2% -$36.8K
AEG icon
220
Aegon
AEG
$14.1B
$1.99M 0.07%
505,059
-7,655
-1% -$32.5K
MIDD icon
221
Middleby
MIDD
$6.08B
$1.98M 0.07%
14,495
-1,035
-7% -$141K
FMS icon
222
Fresenius Medical Care
FMS
$12.9B
$1.96M 0.07%
46,627
+1,105
+2% +$45.7K
ABEV icon
223
Ambev
ABEV
$46.4B
$1.96M 0.07%
340,371
+50,208
+17% +$276K
EQIX icon
224
Equinix
EQIX
$103B
$1.95M 0.07%
+4,870
New +$1.85M
DG icon
225
Dollar General
DG
$27.9B
$1.94M 0.07%
27,826
+31
+0.1% +$2.27K
7 8
9
10 11

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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 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.