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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
IYH icon
326
iShares US Healthcare ETF
IYH
$3.77B
$518K 0.03%
17,270
-25
-0.1% -$764
K
327
DELISTED
Kellanova
K
$502K 0.03%
6,895
-346
-5% -$26.5K
GT icon
328
Goodyear
GT
$1.74B
$498K 0.03%
15,401
-15,558
-50% -$453K
SHY icon
329
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$496K 0.03%
5,835
+260
+5% +$22.1K
ZTS icon
330
Zoetis
ZTS
$30.9B
$496K 0.03%
9,535
+220
+2% +$11.1K
TROW icon
331
T. Rowe Price
TROW
$24.3B
$487K 0.03%
7,317
-1,104
-13% -$76.9K
CTLT
332
DELISTED
CATALENT, INC.
CTLT
$483K 0.03%
18,706
+963
+5% +$23.9K
CGW icon
333
Invesco S&P Global Water Index ETF
CGW
$1.07B
$482K 0.03%
15,586
+20
+0.1% +$607
WY icon
334
Weyerhaeuser
WY
$18.2B
$480K 0.03%
15,009
-4,728
-24% -$149K
BIIB icon
335
Biogen
BIIB
$30.6B
$479K 0.03%
1,530
-180
-11% -$53.3K
XLI icon
336
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$478K 0.03%
8,195
+50
+0.6% +$2.9K
MS icon
337
Morgan Stanley
MS
$338B
$473K 0.02%
14,742
-1,522
-9% -$45.4K
C icon
338
Citigroup
C
$227B
$471K 0.02%
9,962
-108
-1% -$4.91K
ADM icon
339
Archer Daniels Midland
ADM
$38.8B
$469K 0.02%
11,121
– –
GVI icon
340
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$469K 0.02%
4,156
+24
+0.6% +$2.71K
UMPQ
341
DELISTED
Umpqua Holdings Corp
UMPQ
$467K 0.02%
31,035
+1,543
+5% +$24K
AVB icon
342
AvalonBay Communities
AVB
$26.3B
$464K 0.02%
2,609
-13
-0.5% -$2.34K
TCBI icon
343
Texas Capital Bancshares
TCBI
$4.32B
$449K 0.02%
8,179
-143
-2% -$7.21K
KIM icon
344
Kimco Realty
KIM
$16.2B
$444K 0.02%
15,350
– –
CEB
345
DELISTED
CEB Inc.
CEB
$441K 0.02%
8,092
-289
-3% -$17.3K
DNKN
346
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$440K 0.02%
8,454
+625
+8% +$29.7K
AMT icon
347
American Tower
AMT
$78.8B
$437K 0.02%
3,856
– –
STWD icon
348
Starwood Property Trust
STWD
$6.16B
$434K 0.02%
19,277
-8,142
-30% -$180K
ALB icon
349
Albemarle
ALB
$15.5B
$420K 0.02%
4,916
-726
-13% -$59.8K
EFX icon
350
Equifax
EFX
$21.3B
$417K 0.02%
3,100
– –
12 13
14
15 16

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BAM
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ACI
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ACM
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OSIA
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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.