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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
FFC
476
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$103K 0.01%
4,954
– –
BIV icon
477
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$102K 0.01%
1,163
– –
DAL icon
478
Delta Air Lines
DAL
$59.5B
$102K 0.01%
2,600
-650
-20% -$24.6K
EEP
479
DELISTED
Enbridge Energy Partners
EEP
$102K 0.01%
4,000
– –
NOV icon
480
NOV
NOV
$7.49B
$100K 0.01%
2,710
-18,799
-87% -$631K
EAT icon
481
Brinker International
EAT
$9.49B
$99K 0.01%
+1,970
New +$99.1K
VBK icon
482
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$99K 0.01%
750
– –
CHKP icon
483
Check Point Software Technologies
CHKP
$13.2B
$98K 0.01%
1,265
– –
CCI icon
484
Crown Castle
CCI
$31.3B
$96K 0.01%
1,016
– –
SCHR
485
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$94K ﹤0.01%
3,398
+210
+7% +$5.84K
SPSB icon
486
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K ﹤0.01%
3,055
– –
SCG
487
DELISTED
Scana
SCG
$94K ﹤0.01%
1,300
– –
AMAT icon
488
Applied Materials
AMAT
$417B
$93K ﹤0.01%
3,100
– –
IWO icon
489
iShares Russell 2000 Growth ETF
IWO
$14.9B
$93K ﹤0.01%
625
– –
OEF icon
490
iShares S&P 100 ETF
OEF
$20.4B
$93K ﹤0.01%
972
– –
TXT icon
491
Textron
TXT
$15.2B
$92K ﹤0.01%
2,320
– –
KLAC icon
492
KLA
KLAC
$262B
$91K ﹤0.01%
13,000
– –
EL icon
493
Estee Lauder
EL
$31.8B
$88K ﹤0.01%
996
– –
KSS icon
494
Kohl's
KSS
$2.1B
$88K ﹤0.01%
2,000
-3,300
-62% -$138K
CRM icon
495
Salesforce
CRM
$162B
$87K ﹤0.01%
1,215
+150
+14% +$11.7K
EPP icon
496
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$87K ﹤0.01%
2,051
-284
-12% -$11.7K
B
497
Barrick Mining
B
$67.2B
$87K ﹤0.01%
4,901
-16,082
-77% -$321K
INTU icon
498
Intuit
INTU
$92B
$87K ﹤0.01%
790
– –
IXP icon
499
iShares Global Comm Services ETF
IXP
$567M
$87K ﹤0.01%
1,400
– –
SMFG icon
500
Sumitomo Mitsui Financial
SMFG
$160B
$87K ﹤0.01%
12,865
-24,094
-65% -$156K
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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MXM
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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.