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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
SMCI icon
426
Super Micro Computer
SMCI
$20.4B
$224K 0.01%
95,740
-100,760
-51% -$224K
ALL icon
427
Allstate
ALL
$68.2B
$221K 0.01%
3,190
-350
-10% -$24.1K
CHTR icon
428
Charter Communications
CHTR
$18.3B
$217K 0.01%
805
– –
XNTK icon
429
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$217K 0.01%
3,625
– –
NTT
430
DELISTED
Nippon Telegraph & Telephone
NTT
$215K 0.01%
4,699
-2,519
-35% -$118K
ICE icon
431
Intercontinental Exchange
ICE
$84.5B
$213K 0.01%
3,945
– –
COR icon
432
Cencora
COR
$62B
$210K 0.01%
2,600
-100
-4% -$8.57K
THG icon
433
Hanover Insurance
THG
$7.86B
$209K 0.01%
2,775
– –
RHT
434
DELISTED
Red Hat Inc
RHT
$205K 0.01%
+2,528
New +$188K
APAM icon
435
Artisan Partners
APAM
$3B
$201K 0.01%
7,402
-320
-4% -$8.74K
BKT icon
436
BlackRock Income Trust
BKT
$342M
$197K 0.01%
10,143
+10
+0.1% +$197
UBNK
437
DELISTED
United Financial Bancorp, Inc.
UBNK
$180K 0.01%
13,053
– –
ACWX icon
438
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$172K 0.01%
4,150
+3,000
+261% +$122K
MDXG icon
439
MiMedx Group
MDXG
$622M
$172K 0.01%
20,000
– –
RVT icon
440
Royce Value Trust
RVT
$2.29B
$172K 0.01%
13,557
+152
+1% +$1.91K
ABEV icon
441
Ambev
ABEV
$45.4B
$168K 0.01%
27,535
+27,110
+6,379% +$162K
ICF icon
442
iShares Select U.S. REIT ETF
ICF
$2.08B
$165K 0.01%
3,140
-80
-2% -$4.33K
PANW icon
443
Palo Alto Networks
PANW
$314B
$159K 0.01%
6,000
+4,800
+400% +$109K
DNB
444
DELISTED
Dun & Bradstreet
DNB
$158K 0.01%
1,160
– –
AGR
445
DELISTED
Avangrid, Inc.
AGR
$157K 0.01%
3,760
+166
+5% +$7.25K
PPL
446
PPL Corp
PPL
$26.3B
$154K 0.01%
4,455
+2,227
+100% +$80.1K
HUM icon
447
Humana
HUM
$46.3B
$151K 0.01%
853
+500
+142% +$86.8K
DNP icon
448
DNP Select Income Fund
DNP
$4.09B
$143K 0.01%
13,976
– –
GGG icon
449
Graco
GGG
$13.5B
$141K 0.01%
5,697
– –
NFLX icon
450
Netflix
NFLX
$318B
$140K 0.01%
14,250
– –
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 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.