We are live on ! Find out more
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
+3.33%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$2.95B
AUM Growth
+$79.7M
Cap. Flow
+$2.12M
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
MCD icon
1
McDonald's
MCD
$192B
$114M 3.87%
744,732
-69,870
-9% -$10.1M
AAPL icon
2
Apple
AAPL
$4.54T
$95.7M 3.25%
2,658,788
+22,644
+0.9% +$837K
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$68M 2.31%
2,167,152
+102,196
+5% +$3.14M
BWX icon
4
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$66.7M 2.26%
2,413,464
-55,434
-2% -$1.51M
EEM icon
5
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$63.1M 2.14%
1,523,583
-39,150
-3% -$1.59M
MSFT icon
6
Microsoft
MSFT
$3.45T
$61.5M 2.09%
892,434
-3,765
-0.4% -$258K
JPM icon
7
JPMorgan Chase
JPM
$935B
$57.4M 1.95%
627,839
+2,755
+0.4% +$238K
JNJ icon
8
Johnson & Johnson
JNJ
$618B
$55M 1.87%
415,880
+3,950
+1% +$504K
HD icon
9
Home Depot
HD
$331B
$49.8M 1.69%
324,957
+1,157
+0.4% +$177K
BA icon
10
Boeing
BA
$171B
$38.4M 1.3%
193,930
+1,264
+0.7% +$235K
PG icon
11
Procter & Gamble
PG
$336B
$37.1M 1.26%
425,141
+6,940
+2% +$612K
SHY icon
12
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$36.3M 1.23%
430,014
+19,200
+5% +$1.62M
INTC icon
13
Intel
INTC
$455B
$35.5M 1.21%
1,052,776
+15,086
+1% +$540K
CVX icon
14
Chevron
CVX
$392B
$34.5M 1.17%
330,814
+24,191
+8% +$2.56M
XOM icon
15
ExxonMobil
XOM
$644B
$34.5M 1.17%
426,975
-36,718
-8% -$3M
PEP icon
16
PepsiCo
PEP
$190B
$31.7M 1.08%
274,857
+960
+0.4% +$110K
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$31M 1.05%
619,159
+82,301
+15% +$4.06M
DIS icon
18
Walt Disney
DIS
$167B
$30.4M 1.03%
286,120
-1,782
-0.6% -$195K
HON icon
19
Honeywell
HON
$77B
$29.9M 1.02%
248,702
+2,930
+1% +$346K
MMM icon
20
3M
MMM
$90.9B
$29.6M 1%
170,127
+344
+0.2% +$57.5K
GE icon
21
GE Aerospace
GE
$374B
$28.6M 0.97%
220,999
-10,596
-5% -$1.45M
CSCO icon
22
Cisco
CSCO
$457B
$27.3M 0.93%
871,549
-2,958
-0.3% -$96.4K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.36T
$27.2M 0.92%
599,540
+1,840
+0.3% +$84.2K
IAU icon
24
iShares Gold Trust
IAU
$62.9B
$25.4M 0.86%
1,063,482
+48,298
+5% +$1.17M
IBM icon
25
IBM
IBM
$211B
$24.5M 0.83%
166,772
+6,990
+4% +$1.05M
1
2 3 4 5

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.