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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
TSM icon
401
TSMC
TSM
$2.2T
$266K 0.01%
10,172
-307
-3% -$7.66K
SONY icon
402
Sony
SONY
$139B
$264K 0.01%
44,930
-15,140
-25% -$81.2K
SDY icon
403
State Street SPDR S&P Dividend ETF
SDY
$22B
$250K 0.01%
2,977
+1,500
+102% +$122K
ALL icon
404
Allstate
ALL
$68.6B
$248K 0.01%
3,540
+568
+19% +$38K
VWO icon
405
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$242K 0.01%
6,880
-1,723
-20% -$58.9K
JWN
406
DELISTED
Nordstrom
JWN
$235K 0.01%
6,188
-846
-12% -$37.6K
THG icon
407
Hanover Insurance
THG
$7.92B
$235K 0.01%
2,775
– –
SDS icon
408
ProShares UltraShort S&P500
SDS
$368M
$233K 0.01%
131
-40
-23% -$73.9K
TT icon
409
Trane Technologies
TT
$106B
$232K 0.01%
3,648
-100
-3% -$6.43K
AMP icon
410
Ameriprise Financial
AMP
$49.6B
$230K 0.01%
2,555
+500
+24% +$48.3K
IJK icon
411
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$227K 0.01%
5,368
-200
-4% -$8.29K
VLO icon
412
Valero Energy
VLO
$89.6B
$224K 0.01%
4,393
+1,450
+49% +$82K
AVGO icon
413
Broadcom
AVGO
$2.02T
$223K 0.01%
+14,350
New +$219K
WDR
414
DELISTED
Waddell & Reed Financial, Inc.
WDR
$218K 0.01%
12,645
+2,565
+25% +$52.4K
HIG icon
415
Hartford Financial Services
HIG
$39.2B
$217K 0.01%
4,883
-500
-9% -$22.3K
APC
416
DELISTED
Anadarko Petroleum
APC
$217K 0.01%
4,068
+50
+1% +$2.53K
APAM icon
417
Artisan Partners
APAM
$3.01B
$214K 0.01%
7,722
-530
-6% -$16.7K
COR icon
418
Cencora
COR
$62B
$214K 0.01%
2,700
– –
GM icon
419
General Motors
GM
$77.7B
$212K 0.01%
7,504
+200
+3% +$6.07K
SMFG icon
420
Sumitomo Mitsui Financial
SMFG
$161B
$211K 0.01%
36,959
-285,615
-89% -$1.75M
GLD icon
421
SPDR Gold Trust
GLD
$142B
$209K 0.01%
1,655
-205
-11% -$24.7K
ACHC icon
422
Acadia Healthcare
ACHC
$2.98B
$207K 0.01%
+3,739
New +$219K
SCHF icon
423
Schwab International Equity ETF
SCHF
$68.5B
$207K 0.01%
15,288
+7,480
+96% +$102K
IGM icon
424
iShares Expanded Tech Sector ETF
IGM
$10.8B
$204K 0.01%
11,130
-600
-5% -$11K
BKT icon
425
BlackRock Income Trust
BKT
$341M
$202K 0.01%
10,133
+10
+0.1% +$197
15 16
17
18 19

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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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.