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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
ICE icon
426
Intercontinental Exchange
ICE
$85.2B
$202K 0.01%
3,945
+400
+11% +$20.2K
KSS icon
427
Kohl's
KSS
$2.18B
$201K 0.01%
5,300
-400
-7% -$15.9K
MCO icon
428
Moody's
MCO
$83.1B
$201K 0.01%
2,140
– –
SCHX icon
429
Schwab US Large- Cap ETF
SCHX
$74.6B
$199K 0.01%
+23,952
New +$197K
CBI
430
DELISTED
Chicago Bridge & Iron Nv
CBI
$198K 0.01%
5,715
+1,400
+32% +$51.7K
XNTK icon
431
State Street SPDR NYSE Technology ETF
XNTK
$2.24B
$191K 0.01%
3,625
-125
-3% -$6.58K
RPG icon
432
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$189K 0.01%
11,690
– –
CHTR icon
433
Charter Communications
CHTR
$17.8B
$184K 0.01%
+805
New +$173K
ICF icon
434
iShares Select U.S. REIT ETF
ICF
$2.08B
$174K 0.01%
3,220
+900
+39% +$46.3K
GHL
435
DELISTED
Greenhill & Co., Inc.
GHL
$169K 0.01%
10,488
-1,446
-12% -$28.7K
UBNK
436
DELISTED
United Financial Bancorp, Inc.
UBNK
$169K 0.01%
13,053
– –
NGVC icon
437
Vitamin Cottage Natural Grocers
NGVC
$643M
$167K 0.01%
12,827
-1,619
-11% -$23.9K
AGR
438
DELISTED
Avangrid, Inc.
AGR
$166K 0.01%
3,594
-533
-13% -$22K
GCI
439
DELISTED
Gannett Co., Inc
GCI
$161K 0.01%
11,627
-2,777
-19% -$43.1K
MDXG icon
440
MiMedx Group
MDXG
$618M
$160K 0.01%
20,000
– –
RVT icon
441
Royce Value Trust
RVT
$2.3B
$158K 0.01%
13,405
-2,106
-14% -$24.9K
PRGO icon
442
Perrigo
PRGO
$1.72B
$155K 0.01%
1,705
-2,066
-55% -$214K
IYK icon
443
iShares US Consumer Staples ETF
IYK
$1.43B
$153K 0.01%
3,969
– –
VGK icon
444
Vanguard FTSE Europe ETF
VGK
$31.1B
$152K 0.01%
3,247
-177
-5% -$8.6K
GGG icon
445
Graco
GGG
$13.5B
$150K 0.01%
5,697
– –
DNP icon
446
DNP Select Income Fund
DNP
$4.08B
$148K 0.01%
13,976
– –
CPE
447
DELISTED
Callon Petroleum Company
CPE
$143K 0.01%
+1,265
New +$136K
DNB
448
DELISTED
Dun & Bradstreet
DNB
$141K 0.01%
1,160
– –
CIEN icon
449
Ciena
CIEN
$56.5B
$137K 0.01%
7,300
-2,400
-25% -$43.5K
RGNX icon
450
Regenxbio
RGNX
$704M
$136K 0.01%
16,940
+1,500
+10% +$16.6K
16 17
18
19 20

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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 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.