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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
+9.82%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
+$34.4M
Cap. Flow
-$24.1M
Cap. Flow %
-1.27%
Top 10 Hldgs %
24.02%
Holding
937
New
49
Increased
201
Reduced
290
Closed
57

Top Buys

Rank Stock Value
1
FTV icon
Fortive
FTV
+$3.43M
2
LRCX icon
Lam Research
LRCX
+$2.82M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.22M
4
SBUX icon
Starbucks
SBUX
+$1.58M
5
CVX icon
Chevron
CVX
+$1.39M

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$21.8M
2
EMC
EMC CORPORATION
EMC
+$5.07M
3
DHR icon
Danaher
DHR
+$2.6M
4
HAR
Harman International Industries
HAR
+$2.52M
5
AZN icon
AstraZeneca
AZN
+$1.34M

Sector Composition

Rank Sector Weight
1 Healthcare 16.57%
2 Technology 14.42%
3 Financials 12.61%
4 Industrials 10.51%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
226
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.09M 0.06%
12,974
+2,135
+20% +$181K
MAT icon
227
Mattel
MAT
$4.21B
$1.08M 0.06%
35,832
-561
-2% -$18.3K
EXC icon
228
Exelon
EXC
$45.8B
$1.08M 0.06%
45,687
-87
-0.2% -$2.19K
NDSN icon
229
Nordson
NDSN
$17.2B
$1.08M 0.06%
10,790
-113
-1% -$10.5K
WST icon
230
West Pharmaceutical
WST
$24.8B
$1.07M 0.06%
14,318
-687
-5% -$54.5K
IDXX icon
231
Idexx Laboratories
IDXX
$46.9B
$1.04M 0.06%
9,275
-632
-6% -$66.6K
MSI icon
232
Motorola Solutions
MSI
$76.5B
$1.04M 0.05%
13,634
-10,230
-43% -$747K
PBE icon
233
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.04M 0.05%
24,700
– –
MD icon
234
Pediatrix Medical
MD
$2.12B
$1.03M 0.05%
15,576
-2,949
-16% -$202K
NWL icon
235
Newell Brands
NWL
$2.51B
$1.02M 0.05%
19,357
-8,887
-31% -$460K
ZBRA icon
236
Zebra Technologies
ZBRA
$17.9B
$1.02M 0.05%
14,660
+41
+0.3% +$2.52K
SPG icon
237
Simon Property Group
SPG
$71.5B
$1.01M 0.05%
4,882
-1,563
-24% -$339K
GD icon
238
General Dynamics
GD
$107B
$1.01M 0.05%
6,504
-1,259
-16% -$188K
EXPO icon
239
Exponent
EXPO
$3.28B
$1M 0.05%
39,330
-1,722
-4% -$44.9K
DFS
240
DELISTED
Discover Financial Services
DFS
$1M 0.05%
17,704
-2,992
-14% -$171K
XLE icon
241
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$985K 0.05%
27,908
-3,708
-12% -$127K
PRA
242
DELISTED
ProAssurance
PRA
$969K 0.05%
18,452
-812
-4% -$43.1K
UAA icon
243
Under Armour
UAA
$2.5B
$965K 0.05%
24,949
+254
+1% +$10.3K
ANSS
244
DELISTED
Ansys
ANSS
$963K 0.05%
10,398
-751
-7% -$70K
ULTI
245
DELISTED
Ultimate Software Group Inc
ULTI
$961K 0.05%
4,705
+141
+3% +$29.8K
PSMT icon
246
Pricesmart
PSMT
$5.21B
$954K 0.05%
11,392
-256
-2% -$21.1K
ATR icon
247
AptarGroup
ATR
$8.5B
$953K 0.05%
12,302
-335
-3% -$26.2K
LUV icon
248
Southwest Airlines
LUV
$22B
$946K 0.05%
24,305
-3,658
-13% -$139K
TEVA icon
249
Teva Pharmaceuticals
TEVA
$42.1B
$935K 0.05%
20,308
+377
+2% +$19.7K
WAGE
250
DELISTED
WageWorks, Inc.
WAGE
$928K 0.05%
15,229
+1,008
+7% +$61.8K
8 9
10
11 12

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People's United Financial's Q3 2016 Portfolio in Review

As of Q3 2016, People's United Financial held 937 positions worth $1.9B, up 1.8% from $1.87B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q3 2016 filing shows 49 new, 201 increased, 290 reduced and 57 closed positions. Its largest new stake was Fortive: 106,960 shares worth $3.43M. The largest sale was TotalEnergies, an estimated $21.8M.

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

  • People's United Financial's largest Q3 2016 buy was Fortive: 106,960 shares worth $3.43M.
  • People's United Financial added most to Lam Research in Q3 2016, an estimated $2.82M increase.
  • People's United Financial's biggest Q3 2016 reduction was TotalEnergies, cutting an estimated $21.8M.
  • People's United Financial fully exited EMC CORPORATION in Q3 2016, selling an estimated $5.07M.
  • People's United Financial's ten largest holdings make up 24% of its $1.9B portfolio in Q3 2016.
  • People's United Financial opened 49 new positions and closed 57 in Q3 2016.
  • People's United Financial's portfolio value rose 1.8% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q3 2016, filed 9 Nov 2016.