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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
GNR icon
526
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$73K ﹤0.01%
1,867
+710
+61% +$27.4K
CE icon
527
Celanese
CE
$4.92B
$72K ﹤0.01%
1,075
– –
ORLY icon
528
O'Reilly Automotive
ORLY
$74.9B
$70K ﹤0.01%
3,750
– –
HYD icon
529
VanEck High Yield Muni ETF
HYD
$4.4B
$69K ﹤0.01%
1,075
– –
VHT icon
530
Vanguard Health Care ETF
VHT
$19B
$69K ﹤0.01%
522
– –
CPB icon
531
Campbell Soup
CPB
$6.78B
$68K ﹤0.01%
1,250
-3,672
-75% -$222K
TWLO icon
532
Twilio
TWLO
$39.3B
$68K ﹤0.01%
+1,050
New +$52.4K
MBB icon
533
iShares MBS ETF
MBB
$39B
$67K ﹤0.01%
605
– –
NUE icon
534
Nucor
NUE
$61.9B
$67K ﹤0.01%
1,360
-45
-3% -$2.29K
MDC
535
DELISTED
M.D.C. Holdings, Inc.
MDC
$67K ﹤0.01%
+3,611
New +$67.1K
EIX icon
536
Edison International
EIX
$26.9B
$65K ﹤0.01%
900
– –
RWO icon
537
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$65K ﹤0.01%
1,306
+560
+75% +$28.5K
CTWS
538
DELISTED
Connecticut Water Service Inc
CTWS
$65K ﹤0.01%
1,298
– –
BR icon
539
Broadridge
BR
$19.5B
$64K ﹤0.01%
947
– –
MINT icon
540
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
632
– –
NLY icon
541
Annaly Capital Management
NLY
$17.4B
$64K ﹤0.01%
1,525
– –
SJM icon
542
J.M. Smucker
SJM
$12.5B
$64K ﹤0.01%
472
-1,439
-75% -$211K
OKS
543
DELISTED
Oneok Partners LP
OKS
$64K ﹤0.01%
1,600
– –
CAVM
544
DELISTED
Cavium, Inc.
CAVM
$64K ﹤0.01%
1,100
– –
LNKD
545
DELISTED
LinkedIn Corporation
LNKD
$64K ﹤0.01%
333
– –
PWB icon
546
Invesco Large Cap Growth ETF
PWB
$2.39B
$63K ﹤0.01%
2,000
– –
SCHZ icon
547
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$63K ﹤0.01%
2,364
– –
NYT icon
548
New York Times
NYT
$10.3B
$62K ﹤0.01%
5,188
– –
GSAT icon
549
Globalstar
GSAT
$10.8B
$61K ﹤0.01%
3,333
– –
TEF
550
DELISTED
Telefonica
TEF
$61K ﹤0.01%
7,752
– –
20 21
22
23 24

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BAM
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ACI
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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.