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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
SBNY
251
DELISTED
Signature Bank
SBNY
$928K 0.05%
7,838
-578
-7% -$69.6K
RBC icon
252
RBC Bearings
RBC
$17.6B
$917K 0.05%
11,999
-317
-3% -$24.2K
AET
253
DELISTED
Aetna Inc
AET
$916K 0.05%
7,938
+1,066
+16% +$125K
POWI icon
254
Power Integrations
POWI
$3.46B
$915K 0.05%
29,044
-950
-3% -$27K
CERN
255
DELISTED
Cerner Corp
CERN
$911K 0.05%
14,751
-753
-5% -$47.5K
LYB icon
256
LyondellBasell Industries
LYB
$20.2B
$910K 0.05%
11,281
-857
-7% -$66.2K
ICUI icon
257
ICU Medical
ICUI
$4.56B
$902K 0.05%
7,139
-224
-3% -$27K
XLP icon
258
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$892K 0.05%
16,777
-1,010
-6% -$55K
VWO icon
259
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$879K 0.05%
23,350
+16,470
+239% +$613K
GG
260
DELISTED
Goldcorp Inc
GG
$873K 0.05%
52,849
-1,352
-2% -$23.8K
GLD icon
261
SPDR Gold Trust
GLD
$143B
$854K 0.04%
6,800
+5,145
+311% +$655K
IVZ icon
262
Invesco
IVZ
$14B
$850K 0.04%
27,189
+570
+2% +$16.7K
MAR icon
263
Marriott International
MAR
$90.9B
$812K 0.04%
12,067
+5,152
+75% +$363K
URBN icon
264
Urban Outfitters
URBN
$6.81B
$810K 0.04%
23,459
+180
+0.8% +$5.9K
SYT
265
DELISTED
Syngenta Ag
SYT
$804K 0.04%
9,174
-1,460
-14% -$120K
SRCL
266
DELISTED
Stericycle Inc
SRCL
$803K 0.04%
10,032
-6,925
-41% -$626K
EHC icon
267
Encompass Health
EHC
$12.4B
$799K 0.04%
24,752
+1,349
+6% +$43.7K
PH icon
268
Parker-Hannifin
PH
$134B
$779K 0.04%
6,200
-375
-6% -$44.7K
QQQ icon
269
Invesco QQQ Trust
QQQ
$479B
$776K 0.04%
6,537
– –
UA icon
270
Under Armour Class C
UA
$2.44B
$759K 0.04%
22,433
+192
+0.9% +$6.93K
XLY icon
271
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$746K 0.04%
18,636
-2,000
-10% -$80.6K
MPC icon
272
Marathon Petroleum
MPC
$90B
$740K 0.04%
18,242
-440
-2% -$17.9K
LMT icon
273
Lockheed Martin
LMT
$139B
$739K 0.04%
3,081
-100
-3% -$25K
BURL icon
274
Burlington
BURL
$23.4B
$726K 0.04%
8,969
+354
+4% +$27.4K
RTN
275
DELISTED
Raytheon Company
RTN
$723K 0.04%
5,307
-329
-6% -$45.8K
9 10
11
12 13

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BAM
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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.