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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
WU icon
451
Western Union
WU
$2.17B
$135K 0.01%
7,020
-400
-5% -$7.77K
NFLX icon
452
Netflix
NFLX
$315B
$130K 0.01%
14,250
-320
-2% -$3.07K
TWTR
453
DELISTED
Twitter, Inc.
TWTR
$130K 0.01%
7,680
-930
-11% -$14.5K
CINF icon
454
Cincinnati Financial
CINF
$26.7B
$127K 0.01%
1,692
– –
MU icon
455
Micron Technology
MU
$991B
$127K 0.01%
9,200
– –
CME icon
456
CME Group
CME
$94.8B
$126K 0.01%
1,293
+700
+118% +$66.2K
LQD icon
457
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$126K 0.01%
1,025
-20
-2% -$2.4K
IEO icon
458
iShares US Oil & Gas Exploration & Production ETF
IEO
$572M
$125K 0.01%
2,206
-700
-24% -$39.2K
POT
459
DELISTED
Potash Corp Of Saskatchewan
POT
$122K 0.01%
7,507
+1,169
+18% +$19.6K
A icon
460
Agilent Technologies
A
$41.9B
$118K 0.01%
2,656
-2,300
-46% -$99.2K
DAL icon
461
Delta Air Lines
DAL
$59B
$118K 0.01%
3,250
+2,250
+225% +$95.7K
IJT icon
462
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$117K 0.01%
1,830
– –
MDY icon
463
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$116K 0.01%
425
– –
TD icon
464
Toronto Dominion Bank
TD
$200B
$112K 0.01%
2,600
-4,735
-65% -$206K
IYJ icon
465
iShares US Industrials ETF
IYJ
$1.94B
$110K 0.01%
2,000
– –
VBR icon
466
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$109K 0.01%
1,038
– –
DIA icon
467
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$107K 0.01%
600
– –
FFC
468
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
$107K 0.01%
4,954
– –
CCI icon
469
Crown Castle
CCI
$31.4B
$103K 0.01%
1,016
– –
LLL
470
DELISTED
L3 Technologies, Inc.
LLL
$103K 0.01%
700
– –
BIV icon
471
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$102K 0.01%
1,163
– –
CXT icon
472
Crane NXT
CXT
$2.96B
$102K 0.01%
5,182
– –
RBS.PRH.CL
473
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$102K 0.01%
4,000
– –
CHKP icon
474
Check Point Software Technologies
CHKP
$13.4B
$101K 0.01%
1,265
-2,524
-67% -$211K
SCHA icon
475
Schwab U.S Small- Cap ETF
SCHA
$23B
$101K 0.01%
+7,496
New +$99.5K
17 18
19
20 21

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.