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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
TEF
551
DELISTED
Telefonica
TEF
$57K ﹤0.01%
7,752
– –
MDR
552
DELISTED
McDermott International
MDR
$56K ﹤0.01%
3,833
– –
MYD
553
DELISTED
BlackRock MuniYield Fund
MYD
$55K ﹤0.01%
3,419
– –
PCEF icon
554
Invesco CEF Income Composite ETF
PCEF
$817M
$55K ﹤0.01%
2,481
– –
IJJ icon
555
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$54K ﹤0.01%
840
– –
MOO icon
556
VanEck Agribusiness ETF
MOO
$978M
$53K ﹤0.01%
1,100
– –
STJ
557
DELISTED
St Jude Medical
STJ
$53K ﹤0.01%
680
+180
+36% +$12.8K
GEN icon
558
Gen Digital
GEN
$17.5B
$52K ﹤0.01%
2,550
– –
VEA icon
559
Vanguard FTSE Developed Markets ETF
VEA
$236B
$52K ﹤0.01%
1,468
-500
-25% -$18.1K
CCK icon
560
Crown Holdings
CCK
$13.1B
$51K ﹤0.01%
1,000
– –
ROK icon
561
Rockwell Automation
ROK
$48.3B
$51K ﹤0.01%
448
– –
IJR icon
562
iShares Core S&P Small-Cap ETF
IJR
$112B
$49K ﹤0.01%
838
-402
-32% -$22.9K
TR icon
563
Tootsie Roll Industries
TR
$2.97B
$49K ﹤0.01%
1,711
+50
+3% +$1.33K
CTT
564
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$49K ﹤0.01%
4,000
– –
IYE icon
565
iShares US Energy ETF
IYE
$1.78B
$48K ﹤0.01%
1,247
+2
+0.2% +$74
FXH icon
566
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$47K ﹤0.01%
800
– –
NVG icon
567
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$47K ﹤0.01%
+2,888
New +$45.2K
EBAY icon
568
eBay
EBAY
$47.9B
$46K ﹤0.01%
1,949
-11,286
-85% -$272K
NS
569
DELISTED
NuStar Energy L.P.
NS
$46K ﹤0.01%
925
– –
ACWX icon
570
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$45K ﹤0.01%
+1,150
New +$45.6K
FLG
571
Flagstar Bank National Association
FLG
$5.84B
$45K ﹤0.01%
1,000
– –
PLD icon
572
Prologis
PLD
$132B
$44K ﹤0.01%
890
– –
GNR icon
573
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$43K ﹤0.01%
+1,157
New +$42.4K
LNT icon
574
Alliant Energy
LNT
$17.7B
$43K ﹤0.01%
1,082
– –
XYL icon
575
Xylem
XYL
$28.3B
$43K ﹤0.01%
972
– –
21 22
23
24 25

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BAM
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ACI
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ACM
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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.