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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
ORCL icon
26
Oracle
ORCL
$423B
$17.5M 0.92%
446,080
-3,560
-0.8% -$145K
SLB icon
27
SLB Ltd
SLB
$75B
$17.3M 0.91%
219,632
+12,998
+6% +$1.03M
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.13T
$16.8M 0.88%
116,297
-2,013
-2% -$294K
V icon
29
Visa
V
$677B
$16.8M 0.88%
203,106
+4,757
+2% +$381K
LRCX icon
30
Lam Research
LRCX
$390B
$16.8M 0.88%
1,772,460
+310,070
+21% +$2.82M
MET icon
31
MetLife
MET
$62.1B
$16.4M 0.87%
415,216
+2,524
+0.6% +$94.9K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.32T
$16.4M 0.86%
421,160
-500
-0.1% -$19K
IBM icon
33
IBM
IBM
$224B
$16.2M 0.85%
106,701
-1,171
-1% -$178K
VZ icon
34
Verizon
VZ
$196B
$16.2M 0.85%
310,831
+832
+0.3% +$44.7K
PSX icon
35
Phillips 66
PSX
$81.4B
$15.7M 0.83%
194,783
+1,686
+0.9% +$131K
COF icon
36
Capital One
COF
$134B
$15.6M 0.82%
216,714
-6,200
-3% -$426K
BKNG icon
37
Booking.com
BKNG
$161B
$15.2M 0.8%
258,450
-11,700
-4% -$652K
NVS icon
38
Novartis
NVS
$297B
$14.7M 0.78%
208,371
+9,177
+5% +$669K
AMGN icon
39
Amgen
AMGN
$222B
$14.6M 0.77%
87,303
-1,755
-2% -$297K
COST icon
40
Costco
COST
$420B
$14.5M 0.76%
94,900
-974
-1% -$157K
CB icon
41
Chubb
CB
$135B
$14.4M 0.76%
114,462
+1,174
+1% +$149K
TJX icon
42
TJX Companies
TJX
$178B
$14.3M 0.75%
382,948
+23,626
+7% +$924K
BLK icon
43
Blackrock
BLK
$176B
$14.3M 0.75%
39,463
+1,755
+5% +$639K
ABT icon
44
Abbott
ABT
$187B
$13.9M 0.73%
329,252
+1,587
+0.5% +$68K
UNH icon
45
UnitedHealth
UNH
$370B
$13.1M 0.69%
93,623
+62
+0.1% +$8.68K
AGN
46
DELISTED
Allergan plc
AGN
$13.1M 0.69%
56,674
-1,596
-3% -$390K
MRK icon
47
Merck
MRK
$318B
$12.1M 0.64%
204,016
+4,606
+2% +$269K
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$12.1M 0.64%
56,113
+10,285
+22% +$2.22M
ECL icon
49
Ecolab
ECL
$79.9B
$12.1M 0.64%
99,308
+3,737
+4% +$451K
RTX icon
50
RTX Corp
RTX
$301B
$11.8M 0.62%
184,910
-4,423
-2% -$293K
1
2
3 4 5

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BAM
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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.