We are live on ! Find out more
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
TFI icon
601
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$39K ﹤0.01%
775
– –
CMG icon
602
Chipotle Mexican Grill
CMG
$40.5B
$38K ﹤0.01%
4,500
+250
+6% +$2.06K
ELV icon
603
Elevance Health
ELV
$84.7B
$38K ﹤0.01%
304
– –
MYN icon
604
BlackRock MuniYield New York Quality Fund
MYN
$376M
$38K ﹤0.01%
2,713
– –
BBWI icon
605
Bath & Body Works
BBWI
$3.81B
$37K ﹤0.01%
649
– –
CC icon
606
Chemours
CC
$2.23B
$37K ﹤0.01%
2,288
-178
-7% -$2.03K
UNIT
607
Uniti Group
UNIT
$2.25B
$37K ﹤0.01%
1,178
– –
O icon
608
Realty Income
O
$58.6B
$36K ﹤0.01%
557
+77
+16% +$5.08K
WSM icon
609
Williams-Sonoma
WSM
$29.5B
$36K ﹤0.01%
1,400
– –
FBIN icon
610
Fortune Brands Innovations
FBIN
$5.97B
$35K ﹤0.01%
702
– –
NVDA icon
611
NVIDIA
NVDA
$5.27T
$34K ﹤0.01%
20,000
– –
VMC icon
612
Vulcan Materials
VMC
$37.3B
$34K ﹤0.01%
300
– –
XEL icon
613
Xcel Energy
XEL
$48.5B
$34K ﹤0.01%
820
+200
+32% +$8.55K
BALL icon
614
Ball Corp
BALL
$16.6B
$33K ﹤0.01%
800
– –
BWX icon
615
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$33K ﹤0.01%
1,132
– –
AVNS
616
DELISTED
Avanos Medical
AVNS
$32K ﹤0.01%
936
-100
-10% -$3.5K
GAIN icon
617
Gladstone Investment Corp
GAIN
$655M
$32K ﹤0.01%
3,600
– –
GWW icon
618
W.W. Grainger
GWW
$61.3B
$32K ﹤0.01%
141
– –
DINO icon
619
HF Sinclair
DINO
$15.2B
$31K ﹤0.01%
1,278
+125
+11% +$3.14K
GDX icon
620
VanEck Gold Miners ETF
GDX
$27.5B
$31K ﹤0.01%
1,160
-100
-8% -$2.87K
NZF icon
621
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$31K ﹤0.01%
1,983
– –
DMO
622
Western Asset Mortgage Opportunity Fund
DMO
$120M
$30K ﹤0.01%
1,250
– –
TOL icon
623
Toll Brothers
TOL
$14.3B
$30K ﹤0.01%
1,000
– –
BSX icon
624
Boston Scientific
BSX
$74.2B
$29K ﹤0.01%
1,230
– –
COO icon
625
Cooper Companies
COO
$15B
$29K ﹤0.01%
644
– –
23 24
25
26 27

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.