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
+4.7%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$117M 3.91%
745,655
+923
+0.1% +$145K
AAPL icon
2
Apple
AAPL
$4.54T
$103M 3.45%
2,674,684
+15,896
+0.6% +$617K
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$72.4M 2.42%
2,262,728
+95,576
+4% +$3.06M
MSFT icon
4
Microsoft
MSFT
$3.45T
$67.5M 2.26%
905,686
+13,252
+1% +$968K
BWX icon
5
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$66.6M 2.23%
2,369,662
-43,802
-2% -$1.24M
JPM icon
6
JPMorgan Chase
JPM
$935B
$62M 2.07%
648,901
+21,062
+3% +$1.94M
EEM icon
7
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$58.5M 1.96%
1,305,542
-218,041
-14% -$9.6M
JNJ icon
8
Johnson & Johnson
JNJ
$618B
$55.4M 1.85%
426,110
+10,230
+2% +$1.36M
HD icon
9
Home Depot
HD
$331B
$52.7M 1.76%
322,353
-2,604
-0.8% -$399K
BA icon
10
Boeing
BA
$171B
$51.5M 1.72%
202,693
+8,763
+5% +$2.04M
INTC icon
11
Intel
INTC
$455B
$41.1M 1.38%
1,079,112
+26,336
+3% +$936K
CVX icon
12
Chevron
CVX
$392B
$40.1M 1.34%
341,008
+10,194
+3% +$1.11M
PG icon
13
Procter & Gamble
PG
$336B
$38.9M 1.3%
427,973
+2,832
+0.7% +$258K
SHY icon
14
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$35.7M 1.19%
422,471
-7,543
-2% -$638K
XOM icon
15
ExxonMobil
XOM
$644B
$33.4M 1.12%
407,005
-19,970
-5% -$1.59M
HON icon
16
Honeywell
HON
$77B
$32.2M 1.08%
251,113
+2,411
+1% +$299K
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$31.7M 1.06%
586,514
-32,645
-5% -$1.73M
PEP icon
18
PepsiCo
PEP
$190B
$30.9M 1.03%
277,025
+2,168
+0.8% +$250K
MMM icon
19
3M
MMM
$90.9B
$30.6M 1.02%
174,325
+4,198
+2% +$728K
CSCO icon
20
Cisco
CSCO
$457B
$30M 1%
892,981
+21,432
+2% +$682K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.36T
$28.8M 0.96%
599,560
+20
+0% +$932
DIS icon
22
Walt Disney
DIS
$167B
$27.9M 0.93%
282,740
-3,380
-1% -$348K
IAU icon
23
iShares Gold Trust
IAU
$62.9B
$27.5M 0.92%
1,117,613
+54,131
+5% +$1.33M
V icon
24
Visa
V
$684B
$26.1M 0.87%
248,157
+1,595
+0.6% +$162K
GE icon
25
GE Aerospace
GE
$374B
$24.5M 0.82%
211,235
-9,764
-4% -$1.18M
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 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.