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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
VVC
626
DELISTED
Vectren Corporation
VVC
$29K ﹤0.01%
556
-4,183
-88% -$209K
BABS
627
DELISTED
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
$29K ﹤0.01%
+430
New +$27.5K
COO icon
628
Cooper Companies
COO
$14.7B
$28K ﹤0.01%
+644
New +$25.8K
HTO
629
H2O America
HTO
$2.56B
$28K ﹤0.01%
700
– –
XEL icon
630
Xcel Energy
XEL
$47.9B
$28K ﹤0.01%
620
-6,161
-91% -$255K
TE
631
DELISTED
TECO ENERGY INC
TE
$28K ﹤0.01%
+1,000
New +$27.6K
CEO
632
DELISTED
CNOOC Limited
CEO
$28K ﹤0.01%
+225
New +$27.1K
DINO icon
633
HF Sinclair
DINO
$15B
$27K ﹤0.01%
1,153
-5
-0.4% -$149
HQH
634
abrdn Healthcare Investors
HQH
$1.32B
$27K ﹤0.01%
1,144
– –
TOL icon
635
Toll Brothers
TOL
$14B
$27K ﹤0.01%
1,000
– –
BTO
636
John Hancock Financial Opportunities Fund
BTO
$803M
$26K ﹤0.01%
1,000
– –
BUD icon
637
AB InBev
BUD
$163B
$26K ﹤0.01%
+200
New +$25.2K
DTE icon
638
DTE Energy
DTE
$28.7B
$26K ﹤0.01%
313
– –
GAIN icon
639
Gladstone Investment Corp
GAIN
$656M
$26K ﹤0.01%
3,600
+900
+33% +$6.27K
ALLE icon
640
Allegion
ALLE
$14.1B
$25K ﹤0.01%
353
– –
PANW icon
641
Palo Alto Networks
PANW
$309B
$25K ﹤0.01%
+1,200
New +$27.8K
SLV icon
642
iShares Silver Trust
SLV
$31.2B
$25K ﹤0.01%
1,375
+1,000
+267% +$16K
TDG icon
643
TransDigm Group
TDG
$67.2B
$25K ﹤0.01%
95
+40
+73% +$9.77K
VO icon
644
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$25K ﹤0.01%
800
– –
WTW icon
645
Willis Towers Watson
WTW
$31.7B
$25K ﹤0.01%
+200
New +$24.7K
DRE
646
DELISTED
Duke Realty Corp.
DRE
$25K ﹤0.01%
940
– –
ALE
647
DELISTED
Allete
ALE
$24K ﹤0.01%
366
– –
NVDA icon
648
NVIDIA
NVDA
$5.38T
$24K ﹤0.01%
20,000
-931,200
-98% -$960K
IFLN
649
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$24K ﹤0.01%
+1,303
New +$23.6K
TRGP icon
650
Targa Resources
TRGP
$56.3B
$24K ﹤0.01%
570
+136
+31% +$5.33K
24 25
26
27 28

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
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MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.