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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
SUI icon
276
Sun Communities
SUI
$14.4B
$714K 0.04%
9,101
+408
+5% +$31.6K
PAG icon
277
Penske Automotive Group
PAG
$14.2B
$696K 0.04%
14,439
+1,114
+8% +$46.3K
MRSH
278
Marsh
MRSH
$91B
$691K 0.04%
10,279
– –
BOKF icon
279
BOK Financial
BOKF
$8.7B
$684K 0.04%
9,921
-100
-1% -$6.64K
POR icon
280
Portland General Electric
POR
$5.66B
$683K 0.04%
16,039
+2,630
+20% +$114K
EW icon
281
Edwards Lifesciences
EW
$53B
$661K 0.03%
16,440
– –
KMI icon
282
Kinder Morgan
KMI
$69.9B
$661K 0.03%
28,606
+8,460
+42% +$179K
VAR
283
DELISTED
Varian Medical Systems, Inc.
VAR
$660K 0.03%
7,562
-323
-4% -$26.3K
DELL icon
284
Dell
DELL
$296B
$656K 0.03%
+48,895
New +$665K
HP icon
285
Helmerich & Payne
HP
$4.18B
$654K 0.03%
+9,719
New +$610K
FIVE icon
286
Five Below
FIVE
$13B
$651K 0.03%
16,154
+942
+6% +$43.6K
SCHE icon
287
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$650K 0.03%
28,170
+12,202
+76% +$276K
ADI icon
288
Analog Devices
ADI
$187B
$647K 0.03%
10,038
-384
-4% -$23.8K
CATM
289
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$646K 0.03%
14,489
-346
-2% -$15.2K
PRLB icon
290
Protolabs
PRLB
$2.14B
$645K 0.03%
10,777
-1,375
-11% -$79.1K
CMP icon
291
Compass Minerals
CMP
$1.13B
$643K 0.03%
8,732
-234
-3% -$16.9K
KWR icon
292
Quaker Houghton
KWR
$2.96B
$637K 0.03%
6,013
-155
-3% -$15.1K
EDGW
293
DELISTED
Edgewater Technology Inc
EDGW
$636K 0.03%
+74,830
New +$652K
CTSH icon
294
Cognizant
CTSH
$26.3B
$627K 0.03%
13,128
-2,171
-14% -$124K
IBKC
295
DELISTED
IBERIABANK Corp
IBKC
$619K 0.03%
9,222
+85
+0.9% +$5.52K
WHR icon
296
Whirlpool
WHR
$2.75B
$618K 0.03%
3,807
– –
MOS icon
297
The Mosaic Company
MOS
$7.46B
$615K 0.03%
25,165
+4,033
+19% +$110K
IYR icon
298
iShares US Real Estate ETF
IYR
$4.52B
$611K 0.03%
7,580
-2,800
-27% -$232K
THS
299
DELISTED
Treehouse Foods
THS
$609K 0.03%
6,992
+374
+6% +$36K
PARA
300
DELISTED
Paramount Global Class B
PARA
$600K 0.03%
10,959
+330
+3% +$17.5K
10 11
12
13 14

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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.