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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
PFF icon
576
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
– –
TSCO icon
577
Tractor Supply
TSCO
$17.9B
$42K ﹤0.01%
2,325
+1,575
+210% +$29.3K
CAVM
578
DELISTED
Cavium, Inc.
CAVM
$42K ﹤0.01%
1,100
– –
TYC
579
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$42K ﹤0.01%
943
– –
ADBE icon
580
Adobe
ADBE
$108B
$41K ﹤0.01%
425
+175
+70% +$16.8K
BKN
581
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$41K ﹤0.01%
2,289
– –
MTD icon
582
Mettler-Toledo International
MTD
$28.8B
$41K ﹤0.01%
113
– –
UL icon
583
Unilever
UL
$135B
$41K ﹤0.01%
766
– –
ELV icon
584
Elevance Health
ELV
$86.1B
$40K ﹤0.01%
304
– –
ETR icon
585
Entergy
ETR
$49.3B
$40K ﹤0.01%
986
-438
-31% -$16.8K
FMY
586
First Trust Mortgage Income Fund
FMY
$49M
$40K ﹤0.01%
2,800
– –
HOLX
587
DELISTED
Hologic
HOLX
$40K ﹤0.01%
1,150
– –
NI icon
588
NiSource
NI
$20.1B
$40K ﹤0.01%
1,496
– –
VTI icon
589
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$40K ﹤0.01%
376
– –
ATVI
590
DELISTED
Activision Blizzard
ATVI
$40K ﹤0.01%
1,000
– –
MYN icon
591
BlackRock MuniYield New York Quality Fund
MYN
$377M
$39K ﹤0.01%
2,713
– –
TFI icon
592
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$39K ﹤0.01%
775
– –
RWO icon
593
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$38K ﹤0.01%
+746
New +$36.6K
SCHP icon
594
Schwab US TIPS ETF
SCHP
$16.2B
$38K ﹤0.01%
+1,336
New +$37.1K
UBA
595
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$38K ﹤0.01%
+1,550
New +$33.5K
DVN icon
596
Devon Energy
DVN
$49.5B
$36K ﹤0.01%
1,000
– –
SH icon
597
ProShares Short S&P500
SH
$844M
$36K ﹤0.01%
225
-1,174
-84% -$190K
VMC icon
598
Vulcan Materials
VMC
$36.8B
$36K ﹤0.01%
300
-300
-50% -$34K
WSM icon
599
Williams-Sonoma
WSM
$29.6B
$36K ﹤0.01%
1,400
– –
BBWI icon
600
Bath & Body Works
BBWI
$3.92B
$35K ﹤0.01%
649
– –
22 23
24
25 26

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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 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.