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
MS icon
351
Morgan Stanley
MS
$338B
$423K 0.02%
16,264
-272
-2% -$7.11K
SPN
352
DELISTED
Superior Energy Services, Inc.
SPN
$423K 0.02%
2,298
-151
-6% -$24.7K
PAG icon
353
Penske Automotive Group
PAG
$14.2B
$420K 0.02%
13,325
+1,288
+11% +$47.1K
BIIB icon
354
Biogen
BIIB
$30.6B
$414K 0.02%
1,710
-37
-2% -$9.75K
CTLT
355
DELISTED
CATALENT, INC.
CTLT
$408K 0.02%
17,743
+3,283
+23% +$86.6K
IWP icon
356
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$399K 0.02%
8,536
+400
+5% +$18.5K
EFX icon
357
Equifax
EFX
$21.2B
$398K 0.02%
3,100
– –
AVT icon
358
Avnet
AVT
$8.02B
$397K 0.02%
9,800
-900
-8% -$37.5K
TCBI icon
359
Texas Capital Bancshares
TCBI
$4.31B
$389K 0.02%
8,322
-695
-8% -$31.1K
WEC icon
360
WEC Energy
WEC
$34.6B
$388K 0.02%
5,941
-1,992
-25% -$120K
HUBB icon
361
Hubbell
HUBB
$26.9B
$387K 0.02%
3,674
– –
DVY icon
362
iShares Select Dividend ETF
DVY
$23.6B
$383K 0.02%
4,490
– –
PEG icon
363
Public Service Enterprise Group
PEG
$37.2B
$381K 0.02%
8,159
-660
-7% -$30K
IJH icon
364
iShares Core S&P Mid-Cap ETF
IJH
$127B
$378K 0.02%
12,640
-825
-6% -$24.2K
KMI icon
365
Kinder Morgan
KMI
$69.9B
$377K 0.02%
20,146
-9,920
-33% -$177K
DOC icon
366
Healthpeak Properties
DOC
$14.5B
$375K 0.02%
11,632
-439
-4% -$13.6K
FCX icon
367
Freeport-McMoran
FCX
$98.7B
$375K 0.02%
33,654
-3,875
-10% -$42.9K
VNQ icon
368
Vanguard Real Estate ETF
VNQ
$38.5B
$369K 0.02%
4,156
-446
-10% -$37.5K
MKC icon
369
McCormick & Company Non-Voting
MKC
$14.2B
$367K 0.02%
6,882
-410
-6% -$20K
BKU icon
370
Bankunited
BKU
$3.34B
$366K 0.02%
11,892
+3,114
+35% +$104K
ALKS icon
371
Alkermes
ALKS
$8.28B
$359K 0.02%
8,310
+927
+13% +$38.2K
ES icon
372
Eversource Energy
ES
$26.7B
$352K 0.02%
5,870
-794
-12% -$44.9K
HIBB
373
DELISTED
Hibbett, Inc. Common Stock
HIBB
$352K 0.02%
10,134
-283
-3% -$9.81K
DNKN
374
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$342K 0.02%
7,829
-475
-6% -$21.7K
SCHE icon
375
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$340K 0.02%
15,968
+5,383
+51% +$111K
13 14
15
16 17

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.