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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
COR
201
DELISTED
Coresite Realty Corporation
COR
$2.38M 0.08%
21,282
-4,466
-17% -$491K
AMAT icon
202
Applied Materials
AMAT
$428B
$2.36M 0.08%
45,203
+271
+0.6% +$12.3K
GTY
203
Getty Realty Corp
GTY
$2.07B
$2.35M 0.08%
82,264
+6,316
+8% +$167K
ESRX
204
DELISTED
Express Scripts Holding Company
ESRX
$2.35M 0.08%
37,061
+1,288
+4% +$80K
LNC icon
205
Lincoln National
LNC
$8.81B
$2.32M 0.08%
31,584
+450
+1% +$31.8K
IVW icon
206
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.32M 0.08%
64,608
+20
+0% +$704
TTE icon
207
TotalEnergies
TTE
$190B
$2.31M 0.08%
4,003,938
-317,368
-7% -$176K
MON
208
DELISTED
Monsanto Co
MON
$2.31M 0.08%
19,302
+686
+4% +$80.7K
ABEV icon
209
Ambev
ABEV
$46.4B
$2.29M 0.08%
347,090
-4,808
-1% -$29.8K
NVDA icon
210
NVIDIA
NVDA
$5.42T
$2.29M 0.08%
511,400
+102,480
+25% +$426K
ALGN icon
211
Align Technology
ALGN
$12.3B
$2.28M 0.08%
12,228
-161
-1% -$27.6K
PX
212
DELISTED
Praxair Inc
PX
$2.27M 0.08%
16,207
-1,920
-11% -$256K
DG icon
213
Dollar General
DG
$27.9B
$2.24M 0.08%
27,658
-135
-0.5% -$10.1K
PHG icon
214
Philips
PHG
$26.1B
$2.21M 0.07%
70,712
+1,623
+2% +$47.2K
NTRI
215
DELISTED
NutriSystem, Inc.
NTRI
$2.21M 0.07%
39,443
– –
DLR icon
216
Digital Realty Trust
DLR
$71.7B
$2.2M 0.07%
+18,629
New +$2.15M
HSBC icon
217
HSBC
HSBC
$356B
$2.2M 0.07%
48,704
+1,912
+4% +$84.6K
IDXX icon
218
Idexx Laboratories
IDXX
$46.2B
$2.2M 0.07%
14,131
-544
-4% -$86K
VLO icon
219
Valero Energy
VLO
$85.9B
$2.19M 0.07%
28,475
+4,167
+17% +$287K
SMFG icon
220
Sumitomo Mitsui Financial
SMFG
$164B
$2.17M 0.07%
281,902
+264,901
+1,558% +$2.02M
SCHE icon
221
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$2.17M 0.07%
80,455
+6,297
+8% +$167K
MTB icon
222
M&T Bank
MTB
$36.2B
$2.16M 0.07%
13,389
+809
+6% +$127K
AMP icon
223
Ameriprise Financial
AMP
$48.8B
$2.14M 0.07%
14,429
+1,418
+11% +$198K
ATVI
224
DELISTED
Activision Blizzard
ATVI
$2.14M 0.07%
33,223
+10,948
+49% +$683K
CNQ icon
225
Canadian Natural Resources
CNQ
$93.8B
$2.1M 0.07%
128,356
+17,228
+16% +$264K
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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MXM
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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.