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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
CCL icon
676
Carnival Corporation Ltd
CCL
$39.7B
$18K ﹤0.01%
408
+300
+278% +$14.7K
HCSG icon
677
Healthcare Services Group
HCSG
$1.53B
$18K ﹤0.01%
440
-100
-19% -$3.84K
VRSK icon
678
Verisk Analytics
VRSK
$25B
$18K ﹤0.01%
220
-2,341
-91% -$184K
AUY
679
DELISTED
Yamana Gold, Inc.
AUY
$18K ﹤0.01%
+3,500
New +$15.7K
ALXN
680
DELISTED
Alexion Pharmaceuticals
ALXN
$18K ﹤0.01%
150
+115
+329% +$16.3K
CXO
681
DELISTED
CONCHO RESOURCES INC.
CXO
$18K ﹤0.01%
+155
New +$18K
APU
682
DELISTED
AmeriGas Partners, L.P.
APU
$18K ﹤0.01%
387
+1
+0.3% +$44
TFCFA
683
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$18K ﹤0.01%
+650
New +$18.9K
AF
684
DELISTED
Astoria Financial Corporation
AF
$18K ﹤0.01%
1,150
– –
JBLU icon
685
JetBlue
JBLU
$2.29B
$17K ﹤0.01%
1,050
+800
+320% +$14.9K
LBTYK icon
686
Liberty Global Class C
LBTYK
$3.49B
$17K ﹤0.01%
+600
New +$18.9K
NXPI icon
687
NXP Semiconductors
NXPI
$60.4B
$17K ﹤0.01%
+220
New +$18.9K
IEMG icon
688
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$16K ﹤0.01%
390
-28
-7% -$1.15K
JAZZ icon
689
Jazz Pharmaceuticals
JAZZ
$16.7B
$16K ﹤0.01%
+115
New +$17K
KEYS icon
690
Keysight
KEYS
$58.3B
$16K ﹤0.01%
540
-38
-7% -$1.07K
LUMN icon
691
Lumen
LUMN
$6.44B
$16K ﹤0.01%
544
– –
SCHG icon
692
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$16K ﹤0.01%
2,504
– –
SNI
693
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$16K ﹤0.01%
250
-148
-37% -$9.45K
CPK icon
694
Chesapeake Utilities
CPK
$3.21B
$15K ﹤0.01%
+225
New +$13.5K
FLR icon
695
Fluor
FLR
$7.96B
$15K ﹤0.01%
300
– –
KMX icon
696
CarMax
KMX
$8.26B
$15K ﹤0.01%
+300
New +$15.4K
ROP icon
697
Roper Technologies
ROP
$39.8B
$15K ﹤0.01%
90
-41
-31% -$7.17K
SCHV
698
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$15K ﹤0.01%
981
– –
VGM icon
699
Invesco Trust Investment Grade Municipals
VGM
$564M
$15K ﹤0.01%
1,000
– –
TIME
700
DELISTED
Time Inc.
TIME
$15K ﹤0.01%
920
– –
26 27
28
29 30

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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 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.