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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
PPL
501
PPL Corp
PPL
$26.3B
$84K ﹤0.01%
2,228
-6,236
-74% -$237K
APLE icon
502
Apple Hospitality REIT
APLE
$3.71B
$83K ﹤0.01%
+4,439
New +$83.2K
WWAV
503
DELISTED
The WhiteWave Foods Company
WWAV
$83K ﹤0.01%
1,765
+415
+31% +$17.8K
IDA icon
504
Idacorp
IDA
$8.08B
$81K ﹤0.01%
1,000
– –
OGE icon
505
OGE Energy
OGE
$9.54B
$81K ﹤0.01%
2,466
+3
+0.1% +$90
RYN icon
506
Rayonier
RYN
$6.52B
$80K ﹤0.01%
3,375
-386
-10% -$8.86K
PXLC
507
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$79K ﹤0.01%
1,996
– –
HAIN icon
508
Hain Celestial
HAIN
$53.4M
$78K ﹤0.01%
1,560
+400
+34% +$18.5K
IWN icon
509
iShares Russell 2000 Value ETF
IWN
$14.5B
$78K ﹤0.01%
800
– –
HOT
510
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$78K ﹤0.01%
1,056
– –
BPL
511
DELISTED
Buckeye Partners, L.P.
BPL
$77K ﹤0.01%
1,100
– –
MFC icon
512
Manulife Financial
MFC
$73.3B
$75K ﹤0.01%
5,471
+5,117
+1,445% +$72.9K
AMAT icon
513
Applied Materials
AMAT
$415B
$74K ﹤0.01%
3,100
– –
CNI icon
514
Canadian National Railway
CNI
$75.7B
$74K ﹤0.01%
1,260
+1,200
+2,000% +$72.4K
HYG icon
515
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$74K ﹤0.01%
868
+490
+130% +$40.7K
IWD icon
516
iShares Russell 1000 Value ETF
IWD
$84.2B
$74K ﹤0.01%
717
+302
+73% +$30.5K
L icon
517
Loews
L
$23.3B
$74K ﹤0.01%
1,800
– –
CTWS
518
DELISTED
Connecticut Water Service Inc
CTWS
$73K ﹤0.01%
1,298
– –
CE icon
519
Celanese
CE
$4.88B
$70K ﹤0.01%
+1,075
New +$74.7K
EIX icon
520
Edison International
EIX
$26.1B
$70K ﹤0.01%
900
– –
APH icon
521
Amphenol
APH
$207B
$69K ﹤0.01%
4,800
– –
HYD icon
522
VanEck High Yield Muni ETF
HYD
$4.4B
$69K ﹤0.01%
1,075
– –
NUE icon
523
Nucor
NUE
$62.5B
$69K ﹤0.01%
1,405
– –
NLY icon
524
Annaly Capital Management
NLY
$17.3B
$68K ﹤0.01%
1,525
-346
-18% -$14.7K
ORLY icon
525
O'Reilly Automotive
ORLY
$75.3B
$68K ﹤0.01%
3,750
– –
19 20
21
22 23

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IA
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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.