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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
FBIN icon
601
Fortune Brands Innovations
FBIN
$5.75B
$35K ﹤0.01%
702
– –
GDX icon
602
VanEck Gold Miners ETF
GDX
$27.3B
$35K ﹤0.01%
1,260
-160
-11% -$3.84K
IWC icon
603
iShares Micro-Cap ETF
IWC
$1.49B
$35K ﹤0.01%
500
– –
REGN icon
604
Regeneron Pharmaceuticals
REGN
$82.8B
$35K ﹤0.01%
100
-25
-20% -$9.63K
APTV icon
605
Aptiv
APTV
$10.2B
$34K ﹤0.01%
540
– –
AVNS
606
DELISTED
Avanos Medical
AVNS
$34K ﹤0.01%
1,036
-30
-3% -$919
CMG icon
607
Chipotle Mexican Grill
CMG
$41B
$34K ﹤0.01%
4,250
– –
FL
608
DELISTED
Foot Locker
FL
$34K ﹤0.01%
625
+25
+4% +$1.45K
TLT icon
609
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$34K ﹤0.01%
246
-1,938
-89% -$256K
UNIT
610
Uniti Group
UNIT
$2.3B
$34K ﹤0.01%
1,178
– –
BIDU icon
611
Baidu
BIDU
$37B
$33K ﹤0.01%
200
– –
STX icon
612
Seagate
STX
$185B
$33K ﹤0.01%
1,348
– –
CPGX
613
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
$33K ﹤0.01%
1,286
-500
-28% -$12.7K
BWX icon
614
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$32K ﹤0.01%
+1,132
New +$31.8K
GWW icon
615
W.W. Grainger
GWW
$60.7B
$32K ﹤0.01%
+141
New +$32.1K
NZF icon
616
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$32K ﹤0.01%
+1,983
New +$30.7K
O icon
617
Realty Income
O
$58.3B
$32K ﹤0.01%
480
– –
MNST icon
618
Monster Beverage
MNST
$89.6B
$31K ﹤0.01%
1,158
+1,110
+2,313% +$26.8K
NAD icon
619
Nuveen Quality Municipal Income Fund
NAD
$2.77B
$31K ﹤0.01%
2,000
– –
RL icon
620
Ralph Lauren
RL
$23.9B
$31K ﹤0.01%
345
-300
-47% -$27.9K
GOV
621
DELISTED
Government Properties Income Trust
GOV
$31K ﹤0.01%
1,340
+390
+41% +$7.62K
GXP
622
DELISTED
Great Plains Energy Incorporated
GXP
$30K ﹤0.01%
1,001
– –
BALL icon
623
Ball Corp
BALL
$16.5B
$29K ﹤0.01%
800
– –
BSX icon
624
Boston Scientific
BSX
$73.4B
$29K ﹤0.01%
+1,230
New +$26.6K
DMO
625
Western Asset Mortgage Opportunity Fund
DMO
$120M
$29K ﹤0.01%
1,250
– –
23 24
25
26 27

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BAM
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ACI
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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.