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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
IWM icon
201
iShares Russell 2000 ETF
IWM
$83B
$2.41M 0.08%
17,103
+690
+4% +$95.5K
PX
202
DELISTED
Praxair Inc
PX
$2.4M 0.08%
18,127
-184
-1% -$23.6K
MCHP icon
203
Microchip Technology
MCHP
$46B
$2.39M 0.08%
61,840
-9,056
-13% -$356K
IDXX icon
204
Idexx Laboratories
IDXX
$46.2B
$2.37M 0.08%
14,675
-1,688
-10% -$274K
ETN icon
205
Eaton
ETN
$174B
$2.33M 0.08%
29,993
+940
+3% +$71.6K
TTE icon
206
TotalEnergies
TTE
$190B
$2.31M 0.08%
4,321,306
-369,630
-8% -$205K
ESRX
207
DELISTED
Express Scripts Holding Company
ESRX
$2.28M 0.08%
35,773
-5,612
-14% -$352K
VNO icon
208
Vornado Realty Trust
VNO
$7.38B
$2.24M 0.08%
29,548
+8,205
+38% +$636K
IVW icon
209
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.21M 0.08%
64,588
-3,600
-5% -$122K
DE icon
210
Deere & Co
DE
$168B
$2.2M 0.07%
17,833
+335
+2% +$39.3K
MON
211
DELISTED
Monsanto Co
MON
$2.2M 0.07%
18,616
-173
-0.9% -$20.2K
RPM icon
212
RPM International
RPM
$15B
$2.19M 0.07%
40,203
-371
-0.9% -$19.8K
C icon
213
Citigroup
C
$226B
$2.18M 0.07%
32,536
+2,005
+7% +$123K
IBB icon
214
iShares Biotechnology ETF
IBB
$9.76B
$2.12M 0.07%
20,520
-345
-2% -$34K
TTC icon
215
Toro Company
TTC
$9.49B
$2.11M 0.07%
30,480
+69
+0.2% +$4.61K
SNN icon
216
Smith & Nephew
SNN
$12.6B
$2.11M 0.07%
60,556
-495
-0.8% -$16.8K
LNC icon
217
Lincoln National
LNC
$8.81B
$2.1M 0.07%
31,134
+608
+2% +$40.2K
ACC
218
DELISTED
American Campus Communities, Inc.
ACC
$2.09M 0.07%
44,228
-544
-1% -$25.9K
IT icon
219
Gartner
IT
$11.7B
$2.09M 0.07%
16,912
+1,288
+8% +$149K
EBIX
220
DELISTED
Ebix Inc
EBIX
$2.09M 0.07%
38,716
– –
BBVA icon
221
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2.07M 0.07%
247,559
-15,521
-6% -$125K
BIDU icon
222
Baidu
BIDU
$37.2B
$2.06M 0.07%
11,519
+11,419
+11,419% +$2.07M
NTRI
223
DELISTED
NutriSystem, Inc.
NTRI
$2.05M 0.07%
39,443
-500
-1% -$25.9K
ED icon
224
Consolidated Edison
ED
$39.8B
$2.04M 0.07%
25,295
-1,202
-5% -$97.2K
MTB icon
225
M&T Bank
MTB
$36.2B
$2.04M 0.07%
12,580
-428
-3% -$67.5K
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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OSIA
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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.