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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
PBE icon
251
Invesco Biotechnology & Genome ETF
PBE
$353M
$914K 0.05%
24,700
– –
NDSN icon
252
Nordson
NDSN
$17.3B
$912K 0.05%
10,903
-95
-0.9% -$7.66K
CERN
253
DELISTED
Cerner Corp
CERN
$909K 0.05%
15,504
+885
+6% +$49.3K
LYB icon
254
LyondellBasell Industries
LYB
$19.2B
$903K 0.05%
12,138
-2,236
-16% -$185K
VIG icon
255
Vanguard Dividend Appreciation ETF
VIG
$114B
$902K 0.05%
10,839
+3,075
+40% +$251K
RBC icon
256
RBC Bearings
RBC
$18B
$893K 0.05%
12,316
-409
-3% -$30K
CTSH icon
257
Cognizant
CTSH
$26B
$875K 0.05%
15,299
-7,580
-33% -$458K
FNF icon
258
Fidelity National Financial
FNF
$13.5B
$858K 0.05%
32,941
+286
+0.9% +$6.74K
IYR icon
259
iShares US Real Estate ETF
IYR
$4.57B
$855K 0.05%
10,380
-1,600
-13% -$125K
WAGE
260
DELISTED
WageWorks, Inc.
WAGE
$851K 0.05%
14,221
+4,513
+46% +$249K
AET
261
DELISTED
Aetna Inc
AET
$839K 0.05%
6,872
-939
-12% -$108K
ICUI icon
262
ICU Medical
ICUI
$4.61B
$830K 0.04%
7,363
-205
-3% -$21.3K
SYT
263
DELISTED
Syngenta Ag
SYT
$817K 0.04%
10,634
-27,599
-72% -$2.23M
UA icon
264
Under Armour Class C
UA
$2.53B
$810K 0.04%
+22,241
New +$820K
XLY icon
265
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$805K 0.04%
20,636
-550
-3% -$21.6K
GT icon
266
Goodyear
GT
$1.85B
$794K 0.04%
30,959
-88,856
-74% -$2.55M
LMT icon
267
Lockheed Martin
LMT
$136B
$790K 0.04%
3,181
+350
+12% +$82.5K
FNFG
268
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$790K 0.04%
81,145
– –
RTN
269
DELISTED
Raytheon Company
RTN
$766K 0.04%
5,636
+688
+14% +$89.6K
POWI icon
270
Power Integrations
POWI
$3.61B
$751K 0.04%
29,994
+1,114
+4% +$27.2K
STR
271
DELISTED
QUESTAR CORP
STR
$746K 0.04%
29,389
-9,982
-25% -$250K
ZBRA icon
272
Zebra Technologies
ZBRA
$17.8B
$733K 0.04%
14,619
+989
+7% +$57.5K
NRG icon
273
NRG Energy
NRG
$24.8B
$729K 0.04%
48,650
+14,227
+41% +$211K
NOV icon
274
NOV
NOV
$7B
$724K 0.04%
21,509
-3,198
-13% -$103K
EHC icon
275
Encompass Health
EHC
$12.4B
$723K 0.04%
+23,403
New +$732K
9 10
11
12 13

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.