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
CEB
326
DELISTED
CEB Inc.
CEB
$517K 0.03%
8,381
-938
-10% -$58.6K
IYH icon
327
iShares US Healthcare ETF
IYH
$3.71B
$513K 0.03%
17,295
-1,250
-7% -$36.5K
XLB icon
328
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$510K 0.03%
22,010
-800
-4% -$18.6K
QEP
329
DELISTED
QEP RESOURCES, INC.
QEP
$493K 0.03%
27,976
-1,622
-5% -$28K
SMCI icon
330
Super Micro Computer
SMCI
$20.1B
$489K 0.03%
196,500
-8,050
-4% -$22.1K
SSNC icon
331
SS&C Technologies
SSNC
$18.6B
$485K 0.03%
17,266
-2,844
-14% -$85.3K
KIM icon
332
Kimco Realty
KIM
$16.4B
$482K 0.03%
15,350
-200
-1% -$5.76K
RF icon
333
Regions Financial
RF
$26.8B
$481K 0.03%
+56,472
New +$511K
ADM icon
334
Archer Daniels Midland
ADM
$36.9B
$477K 0.03%
11,121
+245
+2% +$9.77K
SHY icon
335
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$476K 0.03%
5,575
+825
+17% +$70.1K
INVX
336
Innovex International
INVX
$1.97B
$476K 0.03%
8,152
-2,961
-27% -$179K
AVB icon
337
AvalonBay Communities
AVB
$26.8B
$473K 0.03%
2,622
-14
-0.5% -$2.52K
GVI icon
338
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$468K 0.03%
4,132
-715
-15% -$80.1K
CGW icon
339
Invesco S&P Global Water Index ETF
CGW
$1.08B
$467K 0.03%
15,566
-753
-5% -$21.9K
TGNA
340
DELISTED
TEGNA Inc
TGNA
$461K 0.02%
31,064
-9,241
-23% -$135K
MAR icon
341
Marriott International
MAR
$92.3B
$460K 0.02%
6,915
-3,110
-31% -$209K
XLI icon
342
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$456K 0.02%
8,145
-100
-1% -$5.58K
UMPQ
343
DELISTED
Umpqua Holdings Corp
UMPQ
$456K 0.02%
29,492
+653
+2% +$10.2K
B
344
Barrick Mining
B
$73.2B
$448K 0.02%
20,983
-5,908
-22% -$105K
ALB icon
345
Albemarle
ALB
$15.5B
$447K 0.02%
5,642
-423
-7% -$31.1K
MRO
346
DELISTED
Marathon Oil Corporation
MRO
$447K 0.02%
29,808
-850
-3% -$11.2K
ZTS icon
347
Zoetis
ZTS
$30B
$442K 0.02%
9,315
-435
-4% -$20.6K
AMT icon
348
American Tower
AMT
$80.4B
$438K 0.02%
3,856
-500
-11% -$53.2K
MJN
349
DELISTED
Mead Johnson Nutrition Company
MJN
$427K 0.02%
4,701
-1,600
-25% -$135K
C icon
350
Citigroup
C
$226B
$426K 0.02%
10,070
+955
+10% +$42.2K
12 13
14
15 16

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.