We are live on ! Find out more
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
GBCI icon
301
Glacier Bancorp
GBCI
$6.35B
$594K 0.03%
22,357
-6,740
-23% -$175K
ADI icon
302
Analog Devices
ADI
$190B
$591K 0.03%
10,422
-184
-2% -$10.5K
POR icon
303
Portland General Electric
POR
$5.77B
$591K 0.03%
13,409
+4,590
+52% +$187K
CATM
304
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$591K 0.03%
14,835
-1,248
-8% -$47.8K
WASH icon
305
Washington Trust Bancorp
WASH
$741M
$588K 0.03%
15,500
+10,500
+210% +$392K
WY icon
306
Weyerhaeuser
WY
$18.4B
$588K 0.03%
19,737
-43,942
-69% -$1.35M
PNC icon
307
PNC Financial Services
PNC
$101B
$587K 0.03%
7,203
-360
-5% -$30.9K
PARA
308
DELISTED
Paramount Global Class B
PARA
$579K 0.03%
10,629
+1,450
+16% +$78.8K
BURL icon
309
Burlington
BURL
$23.2B
$575K 0.03%
8,615
+674
+8% +$39.6K
VAR
310
DELISTED
Varian Medical Systems, Inc.
VAR
$569K 0.03%
7,885
+609
+8% +$44.2K
STWD icon
311
Starwood Property Trust
STWD
$6.09B
$568K 0.03%
27,419
-27,835
-50% -$555K
CDK
312
DELISTED
CDK Global, Inc.
CDK
$568K 0.03%
10,249
-1,192
-10% -$61.6K
CAH icon
313
Cardinal Health
CAH
$55.4B
$566K 0.03%
7,260
-3,641
-33% -$290K
AMLP icon
314
Alerian MLP ETF
AMLP
$13.1B
$560K 0.03%
8,811
– –
MUB icon
315
iShares National Muni Bond ETF
MUB
$45.9B
$558K 0.03%
4,900
+450
+10% +$50.6K
K
316
DELISTED
Kellanova
K
$555K 0.03%
7,241
-2,197
-23% -$158K
MOS icon
317
The Mosaic Company
MOS
$7.33B
$554K 0.03%
21,132
+20,832
+6,944% +$553K
KWR icon
318
Quaker Houghton
KWR
$2.92B
$550K 0.03%
6,168
+445
+8% +$38.7K
EW icon
319
Edwards Lifesciences
EW
$51.7B
$547K 0.03%
16,440
– –
IBKC
320
DELISTED
IBERIABANK Corp
IBKC
$546K 0.03%
9,137
-391
-4% -$22.7K
HTLD icon
321
Heartland Express
HTLD
$956M
$545K 0.03%
31,343
-630
-2% -$11.2K
TUP
322
DELISTED
Tupperware Brands Corporation
TUP
$524K 0.03%
9,313
-1,262
-12% -$72K
IWS icon
323
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$522K 0.03%
7,030
+350
+5% +$25.4K
MCK icon
324
McKesson
MCK
$101B
$521K 0.03%
2,789
+2,582
+1,247% +$453K
MINI
325
DELISTED
Mobile Mini Inc
MINI
$518K 0.03%
14,953
-1,102
-7% -$36.9K
11 12
13
14 15

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.