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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
APA icon
701
APA Corp
APA
$13.2B
$14K ﹤0.01%
+250
New +$13.6K
BBDC icon
702
Barings BDC
BBDC
$965M
$14K ﹤0.01%
725
– –
FE icon
703
FirstEnergy
FE
$27.5B
$14K ﹤0.01%
412
– –
GNRC icon
704
Generac Holdings
GNRC
$12.5B
$14K ﹤0.01%
400
– –
RPAI
705
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$14K ﹤0.01%
852
– –
CRVP
706
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$14K ﹤0.01%
20,000
– –
IYZ icon
707
iShares US Telecommunications ETF
IYZ
$1.23B
$13K ﹤0.01%
400
– –
JNK icon
708
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$13K ﹤0.01%
124
– –
MLI icon
709
Mueller Industries
MLI
$15.2B
$13K ﹤0.01%
1,600
– –
SON icon
710
Sonoco
SON
$5.74B
$13K ﹤0.01%
264
+2
+0.8% +$95
SPH icon
711
Suburban Propane Partners
SPH
$1.18B
$13K ﹤0.01%
400
– –
UTF icon
712
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$13K ﹤0.01%
600
– –
VLY icon
713
Valley National Bancorp
VLY
$8.04B
$13K ﹤0.01%
1,458
– –
ARR
714
Armour Residential REIT
ARR
$2.36B
$12K ﹤0.01%
+120
New +$12.2K
BND icon
715
Vanguard Total Bond Market
BND
$161B
$12K ﹤0.01%
137
– –
CF icon
716
CF Industries
CF
$17.3B
$12K ﹤0.01%
500
– –
CHY
717
Calamos Convertible and High Income Fund
CHY
$1.06B
$12K ﹤0.01%
1,150
– –
EVRI
718
DELISTED
Everi Holdings
EVRI
$12K ﹤0.01%
10,000
– –
ITT icon
719
ITT
ITT
$19.1B
$12K ﹤0.01%
386
– –
MOH icon
720
Molina Healthcare
MOH
$10.3B
$12K ﹤0.01%
250
-150
-38% -$8.02K
PNR icon
721
Pentair
PNR
$11B
$12K ﹤0.01%
295
– –
SMG icon
722
ScottsMiracle-Gro
SMG
$3.66B
$12K ﹤0.01%
175
– –
VSH icon
723
Vishay Intertechnology
VSH
$5.43B
$12K ﹤0.01%
1,000
– –
LSXMK
724
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$12K ﹤0.01%
+525
New +$12.5K
CSLT
725
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$12K ﹤0.01%
3,000
– –
27 28
29
30 31

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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.