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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
NOC icon
501
Northrop Grumman
NOC
$81.9B
$86K ﹤0.01%
400
– –
IXC icon
502
iShares Global Energy ETF
IXC
$2.74B
$85K ﹤0.01%
2,596
– –
WPX
503
DELISTED
WPX Energy, Inc.
WPX
$85K ﹤0.01%
6,412
-126
-2% -$1.4K
DWX icon
504
State Street SPDR S&P International Dividend ETF
DWX
$529M
$84K ﹤0.01%
2,273
-300
-12% -$10.9K
HYG icon
505
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$84K ﹤0.01%
968
+100
+12% +$8.6K
IEF icon
506
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$84K ﹤0.01%
750
+245
+49% +$27.5K
IWN icon
507
iShares Russell 2000 Value ETF
IWN
$14.6B
$84K ﹤0.01%
800
– –
PXLC
508
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$83K ﹤0.01%
1,996
– –
APLE icon
509
Apple Hospitality REIT
APLE
$3.69B
$82K ﹤0.01%
4,439
– –
WWAV
510
DELISTED
The WhiteWave Foods Company
WWAV
$82K ﹤0.01%
1,515
-250
-14% -$13.8K
AZO icon
511
AutoZone
AZO
$50B
$81K ﹤0.01%
106
– –
PBI icon
512
Pitney Bowes
PBI
$2.29B
$81K ﹤0.01%
4,482
-250
-5% -$4.59K
RYN icon
513
Rayonier
RYN
$6.5B
$81K ﹤0.01%
3,375
– –
UGI icon
514
UGI
UGI
$7.43B
$81K ﹤0.01%
1,800
-300
-14% -$13.7K
BPL
515
DELISTED
Buckeye Partners, L.P.
BPL
$79K ﹤0.01%
1,100
– –
APH icon
516
Amphenol
APH
$208B
$78K ﹤0.01%
4,800
– –
IDA icon
517
Idacorp
IDA
$8.11B
$78K ﹤0.01%
1,000
– –
OGE icon
518
OGE Energy
OGE
$9.58B
$78K ﹤0.01%
2,469
+3
+0.1% +$95
MFC icon
519
Manulife Financial
MFC
$72.9B
$77K ﹤0.01%
5,471
– –
CBI
520
DELISTED
Chicago Bridge & Iron Nv
CBI
$77K ﹤0.01%
2,750
-2,965
-52% -$96.1K
POT
521
DELISTED
Potash Corp Of Saskatchewan
POT
$77K ﹤0.01%
4,738
-2,769
-37% -$45.7K
LAZ icon
522
Lazard
LAZ
$4.28B
$76K ﹤0.01%
2,095
– –
CCEP icon
523
Coca-Cola Europacific Partners
CCEP
$46.8B
$75K ﹤0.01%
1,875
– –
L icon
524
Loews
L
$23.2B
$74K ﹤0.01%
1,800
– –
UNM icon
525
Unum
UNM
$14.4B
$74K ﹤0.01%
2,100
– –
19 20
21
22 23

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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.