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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
CPK icon
701
Chesapeake Utilities
CPK
$3.2B
$14K ﹤0.01%
225
– –
FE icon
702
FirstEnergy
FE
$27B
$14K ﹤0.01%
412
– –
ITT icon
703
ITT
ITT
$19.4B
$14K ﹤0.01%
386
– –
JAZZ icon
704
Jazz Pharmaceuticals
JAZZ
$16.5B
$14K ﹤0.01%
115
– –
JNK icon
705
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$14K ﹤0.01%
124
– –
SON icon
706
Sonoco
SON
$5.7B
$14K ﹤0.01%
266
+2
+0.8% +$103
VGM icon
707
Invesco Trust Investment Grade Municipals
VGM
$566M
$14K ﹤0.01%
1,000
– –
VSH icon
708
Vishay Intertechnology
VSH
$5.18B
$14K ﹤0.01%
1,000
– –
RPAI
709
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$14K ﹤0.01%
852
– –
FGP
710
DELISTED
Ferrellgas Partners, L.P.
FGP
$14K ﹤0.01%
1,229
– –
TERP
711
DELISTED
TerraForm Power, Inc
TERP
$14K ﹤0.01%
+1,000
New +$12.5K
FTR
712
DELISTED
Frontier Communications Corp.
FTR
$14K ﹤0.01%
232
-38
-14% -$2.71K
CHY
713
Calamos Convertible and High Income Fund
CHY
$1.07B
$13K ﹤0.01%
1,150
– –
HCSG icon
714
Healthcare Services Group
HCSG
$1.47B
$13K ﹤0.01%
340
-100
-23% -$3.92K
IYZ icon
715
iShares US Telecommunications ETF
IYZ
$1.22B
$13K ﹤0.01%
400
– –
MLI icon
716
Mueller Industries
MLI
$15.4B
$13K ﹤0.01%
1,600
– –
NNBR icon
717
NN Inc
NNBR
$316M
$13K ﹤0.01%
700
– –
PNR icon
718
Pentair
PNR
$10.7B
$13K ﹤0.01%
295
– –
RACE icon
719
Ferrari
RACE
$72.1B
$13K ﹤0.01%
250
+150
+150% +$6.99K
SPH icon
720
Suburban Propane Partners
SPH
$1.18B
$13K ﹤0.01%
400
– –
UTF icon
721
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$13K ﹤0.01%
600
– –
CF icon
722
CF Industries
CF
$18.2B
$12K ﹤0.01%
500
– –
CNP icon
723
CenterPoint Energy
CNP
$26.3B
$12K ﹤0.01%
500
-400
-44% -$9.33K
DFJ icon
724
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
$12K ﹤0.01%
191
– –
IEZ icon
725
iShares US Oil Equipment & Services ETF
IEZ
$386M
$12K ﹤0.01%
295
– –
27 28
29
30 31

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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.