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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
TR icon
576
Tootsie Roll Industries
TR
$2.97B
$47K ﹤0.01%
1,711
– –
CTT
577
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$47K ﹤0.01%
4,000
– –
EBAY icon
578
eBay
EBAY
$47.2B
$46K ﹤0.01%
1,400
-549
-28% -$16.6K
NVG icon
579
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$46K ﹤0.01%
2,888
– –
NS
580
DELISTED
NuStar Energy L.P.
NS
$46K ﹤0.01%
925
– –
HOLX
581
DELISTED
Hologic
HOLX
$45K ﹤0.01%
1,150
– –
SCHP icon
582
Schwab US TIPS ETF
SCHP
$16.2B
$45K ﹤0.01%
1,586
+250
+19% +$7.08K
DTE icon
583
DTE Energy
DTE
$28.6B
$44K ﹤0.01%
548
+235
+75% +$19.1K
DVN icon
584
Devon Energy
DVN
$49.9B
$44K ﹤0.01%
1,000
– –
ATVI
585
DELISTED
Activision Blizzard
ATVI
$44K ﹤0.01%
1,000
– –
ETR icon
586
Entergy
ETR
$49.7B
$43K ﹤0.01%
1,126
+140
+14% +$5.57K
FLG
587
Flagstar Bank National Association
FLG
$5.89B
$43K ﹤0.01%
1,000
– –
MTD icon
588
Mettler-Toledo International
MTD
$28.8B
$42K ﹤0.01%
100
-13
-12% -$5.16K
PFF icon
589
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
– –
VTI icon
590
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$42K ﹤0.01%
376
– –
NE
591
DELISTED
Noble Corporation
NE
$42K ﹤0.01%
6,600
-1,000
-13% -$6.72K
ARR
592
Armour Residential REIT
ARR
$2.36B
$41K ﹤0.01%
361
+241
+201% +$26.3K
LNT icon
593
Alliant Energy
LNT
$17.8B
$41K ﹤0.01%
1,082
– –
NAD icon
594
Nuveen Quality Municipal Income Fund
NAD
$2.75B
$41K ﹤0.01%
2,703
+703
+35% +$10.9K
NXPI icon
595
NXP Semiconductors
NXPI
$59.6B
$41K ﹤0.01%
400
+180
+82% +$15.3K
UL icon
596
Unilever
UL
$134B
$41K ﹤0.01%
766
– –
FMY
597
First Trust Mortgage Income Fund
FMY
$49.1M
$40K ﹤0.01%
2,800
– –
REGN icon
598
Regeneron Pharmaceuticals
REGN
$82.1B
$40K ﹤0.01%
100
– –
BKN
599
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$39K ﹤0.01%
2,289
– –
IWC icon
600
iShares Micro-Cap ETF
IWC
$1.49B
$39K ﹤0.01%
500
– –
22 23
24
25 26

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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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.