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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
VZ icon
26
Verizon
VZ
$196B
$17.3M 0.93%
309,999
-3,763
-1% -$195K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.13T
$17.1M 0.92%
118,310
+323
+0.3% +$46.2K
SLB icon
28
SLB Ltd
SLB
$75B
$16.3M 0.88%
206,634
+10,359
+5% +$794K
IBM icon
29
IBM
IBM
$224B
$15.7M 0.84%
107,872
+2,983
+3% +$427K
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.33T
$15.4M 0.83%
439,140
-16,320
-4% -$599K
PSX icon
31
Phillips 66
PSX
$81.4B
$15.3M 0.82%
193,097
-7,001
-3% -$572K
COST icon
32
Costco
COST
$420B
$15.1M 0.81%
95,874
-9,129
-9% -$1.38M
CB icon
33
Chubb
CB
$135B
$14.8M 0.79%
113,288
-416
-0.4% -$51.3K
NVS icon
34
Novartis
NVS
$297B
$14.7M 0.79%
199,194
+11,848
+6% +$819K
V icon
35
Visa
V
$677B
$14.7M 0.79%
198,349
+4,003
+2% +$313K
MET icon
36
MetLife
MET
$62.1B
$14.7M 0.79%
412,692
-2,354
-0.6% -$91.8K
GOOG icon
37
Alphabet (Google) Class C
GOOG
$4.32T
$14.6M 0.78%
421,660
-11,900
-3% -$427K
COF icon
38
Capital One
COF
$134B
$14.2M 0.76%
222,914
-4,848
-2% -$338K
TJX icon
39
TJX Companies
TJX
$178B
$13.9M 0.74%
359,322
+10,736
+3% +$410K
AMGN icon
40
Amgen
AMGN
$222B
$13.6M 0.73%
89,058
-3,197
-3% -$497K
BKNG icon
41
Booking.com
BKNG
$161B
$13.5M 0.72%
270,150
-4,475
-2% -$232K
AGN
42
DELISTED
Allergan plc
AGN
$13.5M 0.72%
58,270
+5,011
+9% +$1.16M
DHR icon
43
Danaher
DHR
$144B
$13.3M 0.71%
195,364
+1,312
+0.7% +$85.8K
UNH icon
44
UnitedHealth
UNH
$370B
$13.2M 0.71%
93,561
-5,564
-6% -$742K
BLK icon
45
Blackrock
BLK
$176B
$12.9M 0.69%
37,708
+2,418
+7% +$850K
ABT icon
46
Abbott
ABT
$187B
$12.9M 0.69%
327,665
-27,772
-8% -$1.11M
LRCX icon
47
Lam Research
LRCX
$390B
$12.3M 0.66%
1,462,390
+1,159,620
+383% +$9.32M
RTX icon
48
RTX Corp
RTX
$301B
$12.2M 0.66%
189,333
-10,717
-5% -$686K
MO icon
49
Altria Group
MO
$114B
$12M 0.64%
173,657
+11,874
+7% +$760K
ITB icon
50
iShares US Home Construction ETF
ITB
$2.35B
$11.8M 0.63%
424,963
-26,322
-6% -$714K
1
2
3 4 5

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SCC
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BAM
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ACI
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ACM
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MXM
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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.