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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
RPG icon
401
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$269K 0.01%
15,960
+4,270
+37% +$71.8K
PAY
402
DELISTED
Verifone Systems Inc
PAY
$268K 0.01%
17,013
+66
+0.4% +$1.2K
BX icon
403
Blackstone
BX
$118B
$266K 0.01%
10,424
-1,025
-9% -$27K
SLF icon
404
Sun Life Financial
SLF
$45.4B
$262K 0.01%
8,055
-150
-2% -$4.82K
WDR
405
DELISTED
Waddell & Reed Financial, Inc.
WDR
$261K 0.01%
14,370
+1,725
+14% +$31.4K
SCHF icon
406
Schwab International Equity ETF
SCHF
$68.7B
$257K 0.01%
17,838
+2,550
+17% +$36K
WAT icon
407
Waters Corp
WAT
$40.5B
$253K 0.01%
1,599
-333
-17% -$51.5K
DRI icon
408
Darden Restaurants
DRI
$24.9B
$252K 0.01%
4,107
-140
-3% -$8.68K
MATV icon
409
Mativ Holdings
MATV
$730M
$252K 0.01%
+6,527
New +$248K
GHL
410
DELISTED
Greenhill & Co., Inc.
GHL
$250K 0.01%
10,612
+124
+1% +$2.59K
AMP icon
411
Ameriprise Financial
AMP
$49.4B
$249K 0.01%
2,495
-60
-2% -$5.81K
VLO icon
412
Valero Energy
VLO
$91.4B
$249K 0.01%
4,693
+300
+7% +$16K
AVGO icon
413
Broadcom
AVGO
$2T
$248K 0.01%
14,350
– –
SRE icon
414
Sempra
SRE
$55.1B
$248K 0.01%
4,628
-200
-4% -$10.9K
TT icon
415
Trane Technologies
TT
$108B
$248K 0.01%
3,648
– –
TMH
416
DELISTED
Team Health Holdings Inc
TMH
$248K 0.01%
7,623
-359
-4% -$13.2K
DOC
417
DELISTED
PHYSICIANS REALTY TRUST
DOC
$248K 0.01%
+11,516
New +$243K
TWTR
418
DELISTED
Twitter, Inc.
TWTR
$245K 0.01%
10,645
+2,965
+39% +$55.8K
RGNX icon
419
Regenxbio
RGNX
$683M
$237K 0.01%
16,940
– –
GM icon
420
General Motors
GM
$78.2B
$236K 0.01%
7,428
-76
-1% -$2.37K
IJK icon
421
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$234K 0.01%
5,368
– –
PRAA icon
422
PRA Group
PRAA
$715M
$233K 0.01%
+6,761
New +$199K
MCO icon
423
Moody's
MCO
$83.2B
$232K 0.01%
2,140
– –
IGM icon
424
iShares Expanded Tech Sector ETF
IGM
$10.7B
$229K 0.01%
11,130
– –
SONY icon
425
Sony
SONY
$139B
$225K 0.01%
33,860
-11,070
-25% -$71K
15 16
17
18 19

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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.