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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
+5.91%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$2.87B
AUM Growth
+$165M
Cap. Flow
+$25.5M
Cap. Flow %
0.89%
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
XOM icon
ExxonMobil
XOM
+$10.5M
2
PSX icon
Phillips 66
PSX
+$6.8M
3
OXY icon
Occidental Petroleum
OXY
+$5.37M
4
LSBG
Lake Sunapee Bank Group
LSBG
+$4.79M
5
AAPL icon
Apple
AAPL
+$4.05M

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
MCD icon
1
McDonald's
MCD
$192B
$106M 3.68%
814,602
+73,015
+10% +$9.16M
AAPL icon
2
Apple
AAPL
$4.54T
$94.7M 3.3%
2,636,144
-122,996
-4% -$4.05M
BWX icon
3
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$65.8M 2.29%
2,468,898
+1,228
+0% +$32.2K
BWZ icon
4
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$62.6M 2.18%
2,064,956
+215,709
+12% +$6.46M
EEM icon
5
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$61.6M 2.15%
1,562,733
-19,526
-1% -$742K
MSFT icon
6
Microsoft
MSFT
$3.45T
$59M 2.06%
896,199
+3,099
+0.3% +$199K
JPM icon
7
JPMorgan Chase
JPM
$935B
$54.9M 1.91%
625,084
-19,463
-3% -$1.72M
JNJ icon
8
Johnson & Johnson
JNJ
$618B
$51.3M 1.79%
411,930
+4,367
+1% +$522K
HD icon
9
Home Depot
HD
$331B
$47.5M 1.66%
323,800
-10,333
-3% -$1.47M
XOM icon
10
ExxonMobil
XOM
$644B
$38M 1.33%
463,693
-126,190
-21% -$10.5M
PG icon
11
Procter & Gamble
PG
$336B
$37.6M 1.31%
418,201
-215
-0.1% -$19.1K
INTC icon
12
Intel
INTC
$455B
$37.4M 1.31%
1,037,690
-5,865
-0.6% -$212K
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$34.7M 1.21%
410,814
+30,678
+8% +$2.59M
BA icon
14
Boeing
BA
$171B
$34.1M 1.19%
192,666
-5,253
-3% -$895K
GE icon
15
GE Aerospace
GE
$374B
$33.1M 1.15%
231,595
-4,563
-2% -$660K
CVX icon
16
Chevron
CVX
$392B
$32.9M 1.15%
306,623
+59,719
+24% +$6.7M
DIS icon
17
Walt Disney
DIS
$167B
$32.6M 1.14%
287,902
-9,589
-3% -$1.06M
PEP icon
18
PepsiCo
PEP
$190B
$30.6M 1.07%
273,897
+2,306
+0.8% +$247K
CSCO icon
19
Cisco
CSCO
$457B
$29.6M 1.03%
874,507
-19,523
-2% -$633K
HON icon
20
Honeywell
HON
$77B
$27.7M 0.97%
245,772
-11,249
-4% -$1.24M
MMM icon
21
3M
MMM
$90.9B
$27.2M 0.95%
169,783
-946
-0.6% -$145K
T icon
22
AT&T
T
$159B
$26.8M 0.93%
853,293
+35,928
+4% +$1.13M
IBM icon
23
IBM
IBM
$211B
$26.6M 0.93%
159,782
+33,607
+27% +$5.64M
IEMG icon
24
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$25.7M 0.89%
536,858
+80,736
+18% +$3.72M
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.36T
$24.8M 0.86%
597,700
+12,500
+2% +$513K
1
2 3 4 5

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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 ExxonMobil, an estimated $10.5M.

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 ExxonMobil, cutting an estimated $10.5M.
  • 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.