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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
PH icon
276
Parker-Hannifin
PH
$135B
$710K 0.04%
6,575
-103
-2% -$11.5K
MPC icon
277
Marathon Petroleum
MPC
$83.7B
$709K 0.04%
18,682
-12,680
-40% -$466K
FIVE icon
278
Five Below
FIVE
$13.5B
$706K 0.04%
15,212
+1,183
+8% +$49.5K
MRSH
279
Marsh
MRSH
$91.5B
$704K 0.04%
10,279
– –
QQQ icon
280
Invesco QQQ Trust
QQQ
$481B
$703K 0.04%
6,537
+1,100
+20% +$119K
PRLB icon
281
Protolabs
PRLB
$2.13B
$699K 0.04%
12,152
-705
-5% -$47.1K
VFC icon
282
VF Corp
VFC
$5.89B
$690K 0.04%
11,910
-670
-5% -$39.6K
CAA
283
DELISTED
CalAtlantic Group, Inc.
CAA
$688K 0.04%
18,726
-6,681
-26% -$235K
IVZ icon
284
Invesco
IVZ
$13.9B
$680K 0.04%
26,619
-1,022
-4% -$30.3K
THS
285
DELISTED
Treehouse Foods
THS
$680K 0.04%
6,618
+541
+9% +$49.9K
NHI icon
286
National Health Investors
NHI
$3.65B
$678K 0.04%
9,025
-1,657
-16% -$115K
SHPG
287
DELISTED
Shire pic
SHPG
$671K 0.04%
+3,648
New +$659K
SUI icon
288
Sun Communities
SUI
$14.7B
$667K 0.04%
8,693
+304
+4% +$21.5K
CMP icon
289
Compass Minerals
CMP
$1.15B
$665K 0.04%
8,966
-588
-6% -$44.5K
URBN icon
290
Urban Outfitters
URBN
$6.59B
$640K 0.03%
23,279
-2,269
-9% -$65.2K
WHR icon
291
Whirlpool
WHR
$2.82B
$634K 0.03%
3,807
– –
BOKF icon
292
BOK Financial
BOKF
$8.74B
$628K 0.03%
10,021
+2
+0% +$119
NVO
293
Novo Nordisk
NVO
$209B
$623K 0.03%
23,190
+2,600
+13% +$71.3K
XLU icon
294
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$622K 0.03%
23,712
-230
-1% -$5.67K
IXJ icon
295
iShares Global Healthcare ETF
IXJ
$4.19B
$616K 0.03%
12,200
-340
-3% -$17K
J icon
296
Jacobs Solutions
J
$17B
$615K 0.03%
14,924
-10,156
-40% -$400K
TROW icon
297
T. Rowe Price
TROW
$24.3B
$614K 0.03%
8,421
-307
-4% -$22.9K
ASH icon
298
Ashland
ASH
$3.5B
$602K 0.03%
10,719
+205
+2% +$11.3K
FAST icon
299
Fastenal
FAST
$59.5B
$600K 0.03%
54,096
+42,080
+350% +$481K
IYM icon
300
iShares US Basic Materials ETF
IYM
$1.02B
$597K 0.03%
7,856
-54
-0.7% -$4.12K
10 11
12
13 14

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IA
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SCC
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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
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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.