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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
JBLU icon
676
JetBlue
JBLU
$2.18B
$18K ﹤0.01%
1,050
– –
VRSK icon
677
Verisk Analytics
VRSK
$23.5B
$18K ﹤0.01%
220
– –
YPF icon
678
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20.2B
$18K ﹤0.01%
1,000
– –
ALXN
679
DELISTED
Alexion Pharmaceuticals
ALXN
$18K ﹤0.01%
150
– –
APU
680
DELISTED
AmeriGas Partners, L.P.
APU
$18K ﹤0.01%
388
+1
+0.3% +$47
CRVP
681
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$18K ﹤0.01%
20,000
– –
KEYS icon
682
Keysight
KEYS
$58.6B
$17K ﹤0.01%
540
– –
VV icon
683
Vanguard Morningstar Large-Cap ETF
VV
$54.6B
$17K ﹤0.01%
+169
New +$16.7K
AF
684
DELISTED
Astoria Financial Corporation
AF
$17K ﹤0.01%
1,150
– –
AZTA icon
685
Azenta
AZTA
$1.56B
$16K ﹤0.01%
+1,200
New +$15.1K
IPAR icon
686
Interparfums
IPAR
$3.84B
$16K ﹤0.01%
+500
New +$16K
KMX icon
687
CarMax
KMX
$8.26B
$16K ﹤0.01%
300
– –
NBR icon
688
Nabors Industries
NBR
$1.31B
$16K ﹤0.01%
+26
New +$12.8K
ROP icon
689
Roper Technologies
ROP
$40B
$16K ﹤0.01%
90
– –
VGR
690
DELISTED
Vector Group Ltd.
VGR
$16K ﹤0.01%
+1,200
New +$15.7K
SNI
691
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$16K ﹤0.01%
250
– –
AMBA icon
692
Ambarella
AMBA
$3.67B
$15K ﹤0.01%
+200
New +$12.5K
FLR icon
693
Fluor
FLR
$7.15B
$15K ﹤0.01%
300
– –
LUMN icon
694
Lumen
LUMN
$6.89B
$15K ﹤0.01%
544
– –
MOH icon
695
Molina Healthcare
MOH
$10.3B
$15K ﹤0.01%
250
– –
SMG icon
696
ScottsMiracle-Gro
SMG
$3.64B
$15K ﹤0.01%
175
– –
WEC icon
697
WEC Energy
WEC
$34.5B
$15K ﹤0.01%
250
-5,691
-96% -$355K
RDS.B
698
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$15K ﹤0.01%
288
+200
+227% +$10.7K
BBDC icon
699
Barings BDC
BBDC
$978M
$14K ﹤0.01%
725
– –
BND icon
700
Vanguard Total Bond Market
BND
$161B
$14K ﹤0.01%
172
+35
+26% +$2.95K
26 27
28
29 30

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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.