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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
FIS icon
376
Fidelity National Information Services
FIS
$21.9B
$331K 0.02%
4,300
– –
WASH icon
377
Washington Trust Bancorp
WASH
$735M
$330K 0.02%
8,200
-7,300
-47% -$293K
VAL
378
DELISTED
Valspar
VAL
$329K 0.02%
3,100
– –
MRO
379
DELISTED
Marathon Oil Corporation
MRO
$323K 0.02%
20,418
-9,390
-32% -$139K
ACHC icon
380
Acadia Healthcare
ACHC
$2.96B
$319K 0.02%
6,439
+2,700
+72% +$141K
TSLA icon
381
Tesla
TSLA
$1.31T
$319K 0.02%
23,475
+4,380
+23% +$63.2K
MIK
382
DELISTED
Michaels Stores, Inc
MIK
$315K 0.02%
+13,015
New +$333K
PINC
383
DELISTED
Premier
PINC
$311K 0.02%
9,596
+806
+9% +$26.1K
JWN
384
DELISTED
Nordstrom
JWN
$310K 0.02%
5,985
-203
-3% -$9.54K
CAH icon
385
Cardinal Health
CAH
$55.5B
$305K 0.02%
3,930
-3,330
-46% -$269K
ADBE icon
386
Adobe
ADBE
$109B
$304K 0.02%
2,807
+2,382
+560% +$239K
MINI
387
DELISTED
Mobile Mini Inc
MINI
$302K 0.02%
10,003
-4,950
-33% -$157K
VGT icon
388
Vanguard Information Technology ETF
VGT
$147B
$299K 0.02%
19,880
-4,112
-17% -$59.6K
VWR
389
DELISTED
VWR Corporation
VWR
$297K 0.02%
+10,467
New +$303K
LECO icon
390
Lincoln Electric
LECO
$15.1B
$296K 0.02%
+4,727
New +$294K
MJN
391
DELISTED
Mead Johnson Nutrition Company
MJN
$295K 0.02%
3,735
-966
-21% -$82.4K
SDY icon
392
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$292K 0.02%
3,457
+480
+16% +$40.9K
CVCO icon
393
Cavco Industries
CVCO
$4.48B
$291K 0.02%
+2,942
New +$293K
EMN icon
394
Eastman Chemical
EMN
$8.39B
$291K 0.02%
4,300
– –
RFG icon
395
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$291K 0.02%
11,685
-340
-3% -$8.56K
TPR icon
396
Tapestry
TPR
$33.3B
$291K 0.02%
7,950
-6
-0.1% -$238
HIBB
397
DELISTED
Hibbett, Inc. Common Stock
HIBB
$289K 0.02%
7,239
-2,895
-29% -$109K
EMBJ
398
Embraer S.A. ADS
EMBJ
$13.1B
$287K 0.02%
16,591
-65,546
-80% -$1.26M
RAD
399
DELISTED
Rite Aid Corporation
RAD
$285K 0.02%
1,850
– –
TSM icon
400
TSMC
TSM
$2.17T
$272K 0.01%
8,891
-1,281
-13% -$36.6K
14 15
16
17 18

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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.