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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
VHT icon
526
Vanguard Health Care ETF
VHT
$19B
$68K ﹤0.01%
522
– –
CCEP icon
527
Coca-Cola Europacific Partners
CCEP
$46.7B
$67K ﹤0.01%
1,875
– –
MBB icon
528
iShares MBS ETF
MBB
$38.9B
$67K ﹤0.01%
605
– –
THRM icon
529
Gentherm
THRM
$1.27B
$67K ﹤0.01%
1,950
– –
UNM icon
530
Unum
UNM
$14.4B
$67K ﹤0.01%
2,100
– –
ESI icon
531
Element Solutions
ESI
$9.2B
$66K ﹤0.01%
7,400
– –
VOO icon
532
Vanguard S&P 500 ETF
VOO
$1.03T
$65K ﹤0.01%
336
+100
+42% +$19K
MINT icon
533
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
632
– –
OKS
534
DELISTED
Oneok Partners LP
OKS
$64K ﹤0.01%
1,600
– –
HUM icon
535
Humana
HUM
$46.2B
$63K ﹤0.01%
353
-250
-41% -$44.4K
NYT icon
536
New York Times
NYT
$10.5B
$63K ﹤0.01%
5,188
– –
SCHZ icon
537
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$63K ﹤0.01%
+2,364
New +$62.7K
NE
538
DELISTED
Noble Corporation
NE
$63K ﹤0.01%
7,600
-500
-6% -$4.77K
LNKD
539
DELISTED
LinkedIn Corporation
LNKD
$63K ﹤0.01%
333
+83
+33% +$11.5K
BR icon
540
Broadridge
BR
$19.8B
$62K ﹤0.01%
947
– –
LAZ icon
541
Lazard
LAZ
$4.21B
$62K ﹤0.01%
2,095
– –
PWB icon
542
Invesco Large Cap Growth ETF
PWB
$2.4B
$62K ﹤0.01%
2,000
– –
GSAT icon
543
Globalstar
GSAT
$10.9B
$61K ﹤0.01%
3,333
– –
WPX
544
DELISTED
WPX Energy, Inc.
WPX
$61K ﹤0.01%
6,538
-666
-9% -$6.01K
EVT icon
545
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.16B
$60K ﹤0.01%
3,000
– –
NTC
546
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$59K ﹤0.01%
4,222
– –
COL
547
DELISTED
Rockwell Collins
COL
$59K ﹤0.01%
698
– –
SVC
548
Service Properties Trust
SVC
$1.05B
$58K ﹤0.01%
400
– –
AGNC icon
549
AGNC Investment
AGNC
$12.7B
$57K ﹤0.01%
2,900
– –
IEF icon
550
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$57K ﹤0.01%
505
-225
-31% -$24.9K
20 21
22
23 24

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.