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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
IYK icon
451
iShares US Consumer Staples ETF
IYK
$1.42B
$139K 0.01%
3,669
-300
-8% -$11.6K
VGK icon
452
Vanguard FTSE Europe ETF
VGK
$31.1B
$139K 0.01%
2,857
-390
-12% -$18.8K
ES icon
453
Eversource Energy
ES
$26.7B
$137K 0.01%
2,530
-3,340
-57% -$189K
SDS icon
454
ProShares UltraShort S&P500
SDS
$368M
$133K 0.01%
81
-50
-38% -$83.2K
MU icon
455
Micron Technology
MU
$965B
$130K 0.01%
7,300
-1,900
-21% -$29K
CINF icon
456
Cincinnati Financial
CINF
$26.4B
$128K 0.01%
1,692
– –
IJT icon
457
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$128K 0.01%
1,870
+40
+2% +$2.7K
A icon
458
Agilent Technologies
A
$42.2B
$125K 0.01%
2,656
– –
IEO icon
459
iShares US Oil & Gas Exploration & Production ETF
IEO
$576M
$123K 0.01%
2,006
-200
-9% -$11.6K
MDY icon
460
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$120K 0.01%
425
– –
SF
461
Stifel
SF
$12.7B
$115K 0.01%
6,750
– –
TD icon
462
Toronto Dominion Bank
TD
$200B
$115K 0.01%
2,600
– –
VBR icon
463
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$115K 0.01%
1,038
– –
WU icon
464
Western Union
WU
$2.2B
$115K 0.01%
5,500
-1,520
-22% -$31.2K
CME icon
465
CME Group
CME
$93.7B
$114K 0.01%
1,093
-200
-15% -$20.9K
IYJ icon
466
iShares US Industrials ETF
IYJ
$1.96B
$114K 0.01%
2,000
– –
LQD icon
467
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$114K 0.01%
925
-100
-10% -$12.3K
CXT icon
468
Crane NXT
CXT
$3B
$113K 0.01%
5,182
– –
SCHM icon
469
Schwab US Mid-Cap ETF
SCHM
$15.1B
$111K 0.01%
7,656
+600
+9% +$8.68K
DIA icon
470
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$110K 0.01%
600
– –
IWD icon
471
iShares Russell 1000 Value ETF
IWD
$84.2B
$108K 0.01%
1,022
+305
+43% +$32.2K
CIEN icon
472
Ciena
CIEN
$54.8B
$107K 0.01%
4,900
-2,400
-33% -$50K
SCHA icon
473
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$106K 0.01%
7,340
-156
-2% -$2.21K
LLL
474
DELISTED
L3 Technologies, Inc.
LLL
$106K 0.01%
700
– –
AIG icon
475
American International
AIG
$40.2B
$103K 0.01%
1,735
– –
17 18
19
20 21

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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.