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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
ESI icon
551
Element Solutions
ESI
$9.17B
$60K ﹤0.01%
7,400
– –
EVT icon
552
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$60K ﹤0.01%
3,000
– –
SVC
553
Service Properties Trust
SVC
$1.05B
$59K ﹤0.01%
400
– –
COL
554
DELISTED
Rockwell Collins
COL
$59K ﹤0.01%
698
– –
NTC
555
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$58K ﹤0.01%
4,222
– –
CCK icon
556
Crown Holdings
CCK
$13.1B
$57K ﹤0.01%
1,000
– –
PCEF icon
557
Invesco CEF Income Composite ETF
PCEF
$817M
$57K ﹤0.01%
2,481
– –
IJJ icon
558
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$56K ﹤0.01%
840
– –
MOO icon
559
VanEck Agribusiness ETF
MOO
$979M
$55K ﹤0.01%
1,100
– –
ROK icon
560
Rockwell Automation
ROK
$49.6B
$55K ﹤0.01%
448
– –
VEA icon
561
Vanguard FTSE Developed Markets ETF
VEA
$236B
$55K ﹤0.01%
1,468
– –
MYD
562
DELISTED
BlackRock MuniYield Fund
MYD
$54K ﹤0.01%
3,419
– –
STJ
563
DELISTED
St Jude Medical
STJ
$54K ﹤0.01%
680
– –
IJR icon
564
iShares Core S&P Small-Cap ETF
IJR
$112B
$52K ﹤0.01%
838
– –
APC
565
DELISTED
Anadarko Petroleum
APC
$52K ﹤0.01%
818
-3,250
-80% -$181K
GEN icon
566
Gen Digital
GEN
$17.4B
$51K ﹤0.01%
2,050
-500
-20% -$11.4K
SH icon
567
ProShares Short S&P500
SH
$846M
$51K ﹤0.01%
338
+113
+50% +$17.3K
TLT icon
568
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$51K ﹤0.01%
370
+124
+50% +$17.2K
XYL icon
569
Xylem
XYL
$28.8B
$51K ﹤0.01%
972
– –
OA
570
DELISTED
Orbital ATK, Inc.
OA
$50K ﹤0.01%
650
-350
-35% -$27.9K
FXH icon
571
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$49K ﹤0.01%
800
– –
IYE icon
572
iShares US Energy ETF
IYE
$1.79B
$49K ﹤0.01%
1,247
– –
STX icon
573
Seagate
STX
$186B
$49K ﹤0.01%
1,280
-68
-5% -$2.21K
PLD icon
574
Prologis
PLD
$133B
$48K ﹤0.01%
890
– –
CLS icon
575
Celestica
CLS
$39.1B
$47K ﹤0.01%
+4,300
New +$45.2K
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 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.