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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
GOV
651
DELISTED
Government Properties Income Trust
GOV
$24K ﹤0.01%
1,040
-300
-22% -$7.02K
ETP
652
DELISTED
Energy Transfer Partners L.p.
ETP
$24K ﹤0.01%
640
– –
SNX icon
653
TD Synnex
SNX
$20.3B
$23K ﹤0.01%
+400
New +$20.6K
TRGP icon
654
Targa Resources
TRGP
$56.9B
$23K ﹤0.01%
470
-100
-18% -$4.34K
ALE
655
DELISTED
Allete
ALE
$22K ﹤0.01%
366
– –
APO icon
656
Apollo Global Management
APO
$80.8B
$22K ﹤0.01%
1,250
– –
BMO icon
657
Bank of Montreal
BMO
$127B
$22K ﹤0.01%
330
– –
HAIN icon
658
Hain Celestial
HAIN
$48.8M
$22K ﹤0.01%
625
-935
-60% -$41K
PDM
659
Piedmont Realty Trust
PDM
$1.17B
$22K ﹤0.01%
1,016
– –
TBT icon
660
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
$22K ﹤0.01%
687
– –
CA
661
DELISTED
CA, Inc.
CA
$22K ﹤0.01%
674
+110
+20% +$3.71K
AEO icon
662
American Eagle Outfitters
AEO
$2.91B
$21K ﹤0.01%
1,170
– –
VUG icon
663
Vanguard Morningstar Growth ETF
VUG
$228B
$21K ﹤0.01%
+1,098
New +$20.4K
CXO
664
DELISTED
CONCHO RESOURCES INC.
CXO
$21K ﹤0.01%
155
– –
AEE icon
665
Ameren
AEE
$29.8B
$20K ﹤0.01%
400
– –
CCL icon
666
Carnival Corporation Ltd
CCL
$38B
$20K ﹤0.01%
408
– –
FL
667
DELISTED
Foot Locker
FL
$20K ﹤0.01%
300
-325
-52% -$20.3K
GGME icon
668
Invesco Next Gen Media and Gaming ETF
GGME
$46.1M
$20K ﹤0.01%
800
– –
SMB icon
669
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
SURE icon
670
AdvisorShares Insider Advantage ETF
SURE
$57.5M
$20K ﹤0.01%
350
– –
VAC icon
671
Marriott Vacations Worldwide
VAC
$3.95B
$20K ﹤0.01%
276
– –
AMG icon
672
Affiliated Managers Group
AMG
$9.48B
$19K ﹤0.01%
131
– –
PBJ icon
673
Invesco Food & Beverage ETF
PBJ
$107M
$19K ﹤0.01%
576
– –
FLWS icon
674
1-800-Flowers.com
FLWS
$259M
$18K ﹤0.01%
+2,000
New +$18.5K
HIG icon
675
Hartford Financial Services
HIG
$38.1B
$18K ﹤0.01%
425
-4,458
-91% -$187K
25 26
27
28 29

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SCC
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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.