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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
SCHM icon
476
Schwab US Mid-Cap ETF
SCHM
$15.1B
$99K 0.01%
+7,056
New +$97.2K
SCG
477
DELISTED
Scana
SCG
$98K 0.01%
1,300
– –
KLAC icon
478
KLA
KLAC
$259B
$95K 0.01%
13,000
– –
UGI icon
479
UGI
UGI
$7.42B
$95K 0.01%
2,100
– –
SF
480
Stifel
SF
$12.8B
$94K 0.01%
6,750
– –
SPSB icon
481
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
VBK icon
482
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$93K 0.01%
750
-50
-6% -$6.07K
EEP
483
DELISTED
Enbridge Energy Partners
EEP
$93K 0.01%
4,000
– –
AIG icon
484
American International
AIG
$40.6B
$92K ﹤0.01%
1,735
-356
-17% -$19.7K
EPP icon
485
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$92K ﹤0.01%
2,335
-369
-14% -$14.4K
BCS icon
486
Barclays
BCS
$94.1B
$91K ﹤0.01%
12,742
-112,722
-90% -$1.01M
DWX icon
487
State Street SPDR S&P International Dividend ETF
DWX
$529M
$91K ﹤0.01%
2,573
-100
-4% -$3.53K
EL icon
488
Estee Lauder
EL
$31.6B
$91K ﹤0.01%
996
+500
+101% +$46.7K
OEF icon
489
iShares S&P 100 ETF
OEF
$20.4B
$90K ﹤0.01%
972
– –
NOC icon
490
Northrop Grumman
NOC
$81.8B
$89K ﹤0.01%
400
– –
SCHR
491
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$89K ﹤0.01%
+3,188
New +$88K
INTU icon
492
Intuit
INTU
$91.6B
$88K ﹤0.01%
790
+300
+61% +$31.4K
IXP icon
493
iShares Global Comm Services ETF
IXP
$572M
$88K ﹤0.01%
1,400
– –
IWO icon
494
iShares Russell 2000 Growth ETF
IWO
$14.9B
$86K ﹤0.01%
625
– –
CRM icon
495
Salesforce
CRM
$161B
$85K ﹤0.01%
1,065
+340
+47% +$26.7K
TXT icon
496
Textron
TXT
$15.2B
$85K ﹤0.01%
2,320
-6,072
-72% -$231K
OA
497
DELISTED
Orbital ATK, Inc.
OA
$85K ﹤0.01%
1,000
+400
+67% +$34.9K
AZO icon
498
AutoZone
AZO
$50.3B
$84K ﹤0.01%
106
– –
IXC icon
499
iShares Global Energy ETF
IXC
$2.74B
$84K ﹤0.01%
2,596
-450
-15% -$14.1K
PBI icon
500
Pitney Bowes
PBI
$2.31B
$84K ﹤0.01%
4,732
-500
-10% -$9.63K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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PP
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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.