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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
+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
NTT
376
DELISTED
Nippon Telegraph & Telephone
NTT
$340K 0.02%
7,218
-2,029
-22% -$90.3K
LGF
377
DELISTED
Lions Gate Entertainment
LGF
$338K 0.02%
16,704
+3,177
+23% +$66.6K
VAL
378
DELISTED
Valspar
VAL
$335K 0.02%
3,100
– –
AB icon
379
AllianceBernstein
AB
$3.47B
$331K 0.02%
14,198
– –
CPB icon
380
Campbell Soup
CPB
$6.81B
$327K 0.02%
4,922
-5,292
-52% -$332K
TPR icon
381
Tapestry
TPR
$32.3B
$324K 0.02%
7,956
-2,589
-25% -$102K
TMH
382
DELISTED
Team Health Holdings Inc
TMH
$324K 0.02%
7,982
+655
+9% +$28.6K
VGT icon
383
Vanguard Information Technology ETF
VGT
$149B
$321K 0.02%
23,992
-968
-4% -$13K
FIS icon
384
Fidelity National Information Services
FIS
$21.7B
$317K 0.02%
4,300
– –
PDCE
385
DELISTED
PDC Energy, Inc.
PDCE
$316K 0.02%
5,484
+234
+4% +$13.9K
TER icon
386
Teradyne
TER
$58.2B
$315K 0.02%
16,000
– –
PAY
387
DELISTED
Verifone Systems Inc
PAY
$314K 0.02%
16,947
-358
-2% -$9.06K
SPGI icon
388
S&P Global
SPGI
$121B
$305K 0.02%
+2,846
New +$305K
EMN icon
389
Eastman Chemical
EMN
$8.31B
$292K 0.02%
4,300
– –
RFG icon
390
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$359M
$292K 0.02%
12,025
– –
SJM icon
391
J.M. Smucker
SJM
$12.7B
$291K 0.02%
1,911
+1,439
+305% +$191K
PINC
392
DELISTED
Premier
PINC
$288K 0.02%
+8,790
New +$290K
AGG icon
393
iShares Core US Aggregate Bond ETF
AGG
$138B
$283K 0.02%
2,517
+620
+33% +$68.8K
BX icon
394
Blackstone
BX
$110B
$281K 0.02%
11,449
+1,315
+13% +$35K
RAD
395
DELISTED
Rite Aid Corporation
RAD
$277K 0.01%
1,850
-20
-1% -$3.15K
SRE icon
396
Sempra
SRE
$55.3B
$275K 0.01%
4,828
+4,162
+625% +$220K
WAT icon
397
Waters Corp
WAT
$40.4B
$272K 0.01%
1,932
+393
+26% +$53.2K
DRI icon
398
Darden Restaurants
DRI
$24.3B
$270K 0.01%
4,247
– –
TSLA icon
399
Tesla
TSLA
$1.3T
$270K 0.01%
19,095
+2,805
+17% +$42.5K
SLF icon
400
Sun Life Financial
SLF
$45.4B
$269K 0.01%
8,205
-250
-3% -$8.38K
14 15
16
17 18

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BAM
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ACI
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ACM
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MXM
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OSIA
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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.