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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
IFLN
626
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$29K ﹤0.01%
1,533
+230
+18% +$4.3K
BTO
627
John Hancock Financial Opportunities Fund
BTO
$811M
$28K ﹤0.01%
1,000
– –
DKS icon
628
Dick's Sporting Goods
DKS
$18.3B
$28K ﹤0.01%
500
– –
MNST icon
629
Monster Beverage
MNST
$89.6B
$28K ﹤0.01%
2,316
– –
SCHG icon
630
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$28K ﹤0.01%
4,104
+1,600
+64% +$11K
TSCO icon
631
Tractor Supply
TSCO
$18.5B
$28K ﹤0.01%
2,075
-250
-11% -$4.16K
SNR
632
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$28K ﹤0.01%
+2,400
New +$28.4K
VVC
633
DELISTED
Vectren Corporation
VVC
$28K ﹤0.01%
556
– –
HQH
634
abrdn Healthcare Investors
HQH
$1.34B
$27K ﹤0.01%
1,144
– –
TDG icon
635
TransDigm Group
TDG
$68.5B
$27K ﹤0.01%
95
– –
GXP
636
DELISTED
Great Plains Energy Incorporated
GXP
$27K ﹤0.01%
1,001
– –
BUD icon
637
AB InBev
BUD
$159B
$26K ﹤0.01%
200
– –
SCHV
638
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$26K ﹤0.01%
1,731
+750
+76% +$11.4K
HTO
639
H2O America
HTO
$2.6B
$26K ﹤0.01%
600
-100
-14% -$4.16K
VO icon
640
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$26K ﹤0.01%
800
– –
DRE
641
DELISTED
Duke Realty Corp.
DRE
$26K ﹤0.01%
940
– –
BHC icon
642
Bausch Health
BHC
$2.33B
$25K ﹤0.01%
+1,000
New +$25.9K
EVRI
643
DELISTED
Everi Holdings
EVRI
$25K ﹤0.01%
10,000
– –
HOG icon
644
Harley-Davidson
HOG
$2.81B
$25K ﹤0.01%
471
– –
NI icon
645
NiSource
NI
$20.1B
$25K ﹤0.01%
1,022
-474
-32% -$11.9K
SLV icon
646
iShares Silver Trust
SLV
$31.5B
$25K ﹤0.01%
1,375
– –
AMJ
647
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$25K ﹤0.01%
+795
New +$25K
ALLE icon
648
Allegion
ALLE
$14.3B
$24K ﹤0.01%
353
– –
AN icon
649
AutoNation
AN
$6.92B
$24K ﹤0.01%
500
– –
IEMG icon
650
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$24K ﹤0.01%
527
+137
+35% +$6.08K
24 25
26
27 28

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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 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.