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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
DVY icon
351
iShares Select Dividend ETF
DVY
$23.6B
$416K 0.02%
4,850
+360
+8% +$31.1K
IWP icon
352
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$415K 0.02%
8,520
-16
-0.2% -$776
DOC icon
353
Healthpeak Properties
DOC
$14.2B
$413K 0.02%
11,962
+330
+3% +$11.5K
ALKS icon
354
Alkermes
ALKS
$8.25B
$405K 0.02%
8,613
+303
+4% +$14.4K
AVT icon
355
Avnet
AVT
$7.93B
$402K 0.02%
9,800
– –
SPN
356
DELISTED
Superior Energy Services, Inc.
SPN
$401K 0.02%
2,238
-60
-3% -$10.1K
SHPG
357
DELISTED
Shire pic
SHPG
$399K 0.02%
2,059
-1,589
-44% -$310K
HUBB icon
358
Hubbell
HUBB
$27.3B
$396K 0.02%
3,674
– –
MCK icon
359
McKesson
MCK
$104B
$396K 0.02%
2,374
-415
-15% -$77.4K
IJH icon
360
iShares Core S&P Mid-Cap ETF
IJH
$127B
$391K 0.02%
12,640
– –
BKU icon
361
Bankunited
BKU
$3.33B
$384K 0.02%
12,741
+849
+7% +$26K
INVX
362
Innovex International
INVX
$2.06B
$384K 0.02%
6,890
-1,262
-15% -$70.4K
FNF icon
363
Fidelity National Financial
FNF
$13B
$381K 0.02%
14,879
-18,062
-55% -$467K
PDCE
364
DELISTED
PDC Energy, Inc.
PDCE
$377K 0.02%
5,615
+131
+2% +$7.93K
FCX icon
365
Freeport-McMoran
FCX
$96.3B
$365K 0.02%
33,654
– –
TGNA
366
DELISTED
TEGNA Inc
TGNA
$363K 0.02%
25,906
-5,158
-17% -$72.5K
VNQ icon
367
Vanguard Real Estate ETF
VNQ
$38.4B
$361K 0.02%
4,163
+7
+0.2% +$624
SPGI icon
368
S&P Global
SPGI
$121B
$356K 0.02%
2,812
-34
-1% -$4.08K
AGG icon
369
iShares Core US Aggregate Bond ETF
AGG
$138B
$353K 0.02%
3,142
+625
+25% +$70.3K
BJRI icon
370
BJ's Restaurants
BJRI
$1.47B
$352K 0.02%
+9,886
New +$398K
PEG icon
371
Public Service Enterprise Group
PEG
$37.2B
$351K 0.02%
8,383
+224
+3% +$9.87K
TER icon
372
Teradyne
TER
$59.3B
$345K 0.02%
16,000
– –
MKC icon
373
McCormick & Company Non-Voting
MKC
$14.1B
$342K 0.02%
6,856
-26
-0.4% -$1.32K
SCHX icon
374
Schwab US Large- Cap ETF
SCHX
$74.5B
$340K 0.02%
39,522
+15,570
+65% +$134K
AB icon
375
AllianceBernstein
AB
$3.48B
$339K 0.02%
14,855
+657
+5% +$14.9K
13 14
15
16 17

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BAM
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ACI
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ACM
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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.