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
+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
ETP
651
DELISTED
Energy Transfer Partners L.p.
ETP
$24K ﹤0.01%
640
+140
+28% +$5.01K
AME icon
652
Ametek
AME
$57.9B
$23K ﹤0.01%
500
-218
-30% -$10.5K
AN icon
653
AutoNation
AN
$6.84B
$23K ﹤0.01%
500
– –
DKS icon
654
Dick's Sporting Goods
DKS
$18.9B
$23K ﹤0.01%
500
– –
PAA icon
655
Plains All American Pipeline
PAA
$16.3B
$23K ﹤0.01%
+825
New +$20K
FGP
656
DELISTED
Ferrellgas Partners, L.P.
FGP
$23K ﹤0.01%
1,229
– –
CNP icon
657
CenterPoint Energy
CNP
$26.4B
$22K ﹤0.01%
900
-355
-28% -$7.84K
PDM
658
Piedmont Realty Trust
PDM
$1.16B
$22K ﹤0.01%
1,016
– –
TBT icon
659
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
$22K ﹤0.01%
687
– –
CY
660
DELISTED
Cypress Semiconductor
CY
$22K ﹤0.01%
2,100
+1,100
+110% +$10.5K
AEE icon
661
Ameren
AEE
$29.6B
$21K ﹤0.01%
400
– –
BMO icon
662
Bank of Montreal
BMO
$127B
$21K ﹤0.01%
330
– –
HOG icon
663
Harley-Davidson
HOG
$2.67B
$21K ﹤0.01%
471
– –
CC icon
664
Chemours
CC
$2.25B
$20K ﹤0.01%
2,466
-205
-8% -$1.83K
GGME icon
665
Invesco Next Gen Media and Gaming ETF
GGME
$46.2M
$20K ﹤0.01%
800
– –
PBJ icon
666
Invesco Food & Beverage ETF
PBJ
$107M
$20K ﹤0.01%
576
-353
-38% -$11.5K
SMB icon
667
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
FTR
668
DELISTED
Frontier Communications Corp.
FTR
$20K ﹤0.01%
270
-7
-3% -$549
AEO icon
669
American Eagle Outfitters
AEO
$2.98B
$19K ﹤0.01%
1,170
– –
APO icon
670
Apollo Global Management
APO
$73.7B
$19K ﹤0.01%
1,250
+500
+67% +$8.21K
SURE icon
671
AdvisorShares Insider Advantage ETF
SURE
$57.6M
$19K ﹤0.01%
350
– –
VAC icon
672
Marriott Vacations Worldwide
VAC
$3.98B
$19K ﹤0.01%
276
– –
YPF icon
673
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.7B
$19K ﹤0.01%
1,000
– –
CA
674
DELISTED
CA, Inc.
CA
$19K ﹤0.01%
564
– –
AMG icon
675
Affiliated Managers Group
AMG
$9.77B
$18K ﹤0.01%
131
– –
25 26
27
28 29

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 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.