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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
+2.04%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.87B
AUM Growth
-$21.7M
Cap. Flow
-$45.4M
Cap. Flow %
-2.44%
Top 10 Hldgs %
23.76%
Holding
940
New
67
Increased
195
Reduced
320
Closed
51

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$9.32M
2
SBUX icon
Starbucks
SBUX
+$3.87M
3
TGT icon
Target
TGT
+$3.35M
4
MDT icon
Medtronic
MDT
+$2.74M
5
CVX icon
Chevron
CVX
+$2.71M

Top Sells

Rank Stock Value
1
EMC
EMC CORPORATION
EMC
+$10.1M
2
HAR
Harman International Industries
HAR
+$5.87M
3
SRCL
Stericycle Inc
SRCL
+$5.46M
4
MCD icon
McDonald's
MCD
+$5.32M
5
KR icon
Kroger
KR
+$4.46M

Sector Composition

Rank Sector Weight
1 Healthcare 17.13%
2 Technology 13.45%
3 Financials 12.28%
4 Industrials 10.6%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEL icon
226
TE Connectivity
TEL
$62.6B
$1.11M 0.06%
19,518
-711
-4% -$42.8K
DFS
227
DELISTED
Discover Financial Services
DFS
$1.11M 0.06%
20,696
-10,221
-33% -$556K
STE icon
228
Steris
STE
$23.1B
$1.1M 0.06%
16,028
-1,105
-6% -$77.4K
LUV icon
229
Southwest Airlines
LUV
$23B
$1.1M 0.06%
27,963
-12,794
-31% -$548K
PSMT icon
230
Pricesmart
PSMT
$5.46B
$1.09M 0.06%
11,648
-482
-4% -$41.9K
GD icon
231
General Dynamics
GD
$106B
$1.08M 0.06%
7,763
-214
-3% -$29.8K
XLE icon
232
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.08M 0.06%
31,616
-5,278
-14% -$174K
DORM icon
233
Dorman Products
DORM
$4.18B
$1.07M 0.06%
18,772
+720
+4% +$38.7K
PKG icon
234
Packaging Corp of America
PKG
$22.8B
$1.05M 0.06%
15,707
+12,010
+325% +$784K
SBNY
235
DELISTED
Signature Bank
SBNY
$1.05M 0.06%
8,416
-701
-8% -$93.7K
PBCT
236
DELISTED
People's United Financial Inc
PBCT
$1.05M 0.06%
71,509
+5,544
+8% +$86K
AROW icon
237
Arrow Financial
AROW
$652M
$1.04M 0.06%
43,548
-17,690
-29% -$397K
GG
238
DELISTED
Goldcorp Inc
GG
$1.04M 0.06%
54,201
-2,369
-4% -$42K
PRA
239
DELISTED
ProAssurance
PRA
$1.03M 0.06%
19,264
-220
-1% -$11K
SIVB
240
DELISTED
SVB Financial Group
SIVB
$1.01M 0.05%
10,664
+555
+5% +$56.8K
ANSS
241
DELISTED
Ansys
ANSS
$1.01M 0.05%
11,149
-922
-8% -$81.5K
BABA icon
242
Alibaba
BABA
$308B
$1.01M 0.05%
12,702
-196
-2% -$15.3K
TEVA icon
243
Teva Pharmaceuticals
TEVA
$41.2B
$1M 0.05%
19,931
-461
-2% -$24.5K
ATR icon
244
AptarGroup
ATR
$8.61B
$1M 0.05%
12,637
-101
-0.8% -$7.82K
UAA icon
245
Under Armour
UAA
$2.6B
$990K 0.05%
24,695
-21,303
-46% -$851K
XLP icon
246
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$981K 0.05%
17,787
-586
-3% -$31.2K
ULTI
247
DELISTED
Ultimate Software Group Inc
ULTI
$960K 0.05%
4,564
+316
+7% +$62.7K
YUM icon
248
Yum! Brands
YUM
$41.1B
$954K 0.05%
16,003
-383
-2% -$22.6K
CGNX icon
249
Cognex
CGNX
$11.3B
$939K 0.05%
43,560
-6,056
-12% -$122K
IDXX icon
250
Idexx Laboratories
IDXX
$46.2B
$920K 0.05%
9,907
+146
+1% +$12.5K
8 9
10
11 12

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BAM
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ACI
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ACM
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People's United Financial's Q2 2016 Portfolio in Review

As of Q2 2016, People's United Financial held 940 positions worth $1.87B, down 1.1% from $1.89B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q2 2016 filing shows 67 new, 195 increased, 320 reduced and 51 closed positions. Its largest new stake was AerCap: 46,159 shares worth $1.55M. The largest sale was EMC CORPORATION, an estimated $10.1M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2016 buy was AerCap: 46,159 shares worth $1.55M.
  • People's United Financial added most to Lam Research in Q2 2016, an estimated $9.32M increase.
  • People's United Financial's biggest Q2 2016 reduction was EMC CORPORATION, cutting an estimated $10.1M.
  • People's United Financial fully exited BAXALTA INC COM STK (DE) in Q2 2016, selling an estimated $1.86M.
  • People's United Financial's ten largest holdings make up 24% of its $1.87B portfolio in Q2 2016.
  • People's United Financial opened 67 new positions and closed 51 in Q2 2016.
  • People's United Financial's portfolio value fell 1.1% quarter-over-quarter to $1.87B.

Based on People's United Financial's 13F filing for Q2 2016, filed 10 Aug 2016.