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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
ECL icon
51
Ecolab
ECL
$79.9B
$11.3M 0.61%
95,571
+2,599
+3% +$303K
GIS icon
52
General Mills
GIS
$19.7B
$11.3M 0.61%
158,607
-12,372
-7% -$788K
MRK icon
53
Merck
MRK
$318B
$11M 0.59%
199,410
+2,942
+1% +$157K
OXY icon
54
Occidental Petroleum
OXY
$55.9B
$10.6M 0.57%
140,448
-4,503
-3% -$336K
PPG icon
55
PPG Industries
PPG
$26.6B
$10.3M 0.55%
98,821
-2,568
-3% -$280K
CMI icon
56
Cummins
CMI
$88.7B
$10.1M 0.54%
89,836
-6,143
-6% -$696K
TGT icon
57
Target
TGT
$68B
$9.88M 0.53%
141,556
+44,903
+46% +$3.35M
BMY icon
58
Bristol-Myers Squibb
BMY
$132B
$9.67M 0.52%
131,449
-8,001
-6% -$565K
KMB icon
59
Kimberly-Clark
KMB
$36.5B
$9.65M 0.52%
70,206
-1,851
-3% -$242K
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$9.6M 0.51%
45,828
+10,177
+29% +$2.11M
KEY icon
61
KeyCorp
KEY
$24.4B
$9.41M 0.5%
852,046
+38,884
+5% +$464K
IWR icon
62
iShares Russell Mid-Cap ETF
IWR
$57.4B
$8.96M 0.48%
213,000
+2,148
+1% +$88.7K
STZ icon
63
Constellation Brands
STZ
$23.2B
$8.95M 0.48%
54,136
+13,121
+32% +$2.05M
ITC
64
DELISTED
ITC HOLDINGS CORP
ITC
$8.69M 0.47%
185,671
-23,712
-11% -$1.05M
CELG
65
DELISTED
Celgene Corp
CELG
$8.41M 0.45%
85,243
-1,370
-2% -$142K
LLY icon
66
Eli Lilly
LLY
$1.06T
$8.16M 0.44%
103,571
+2,523
+2% +$190K
SBUX icon
67
Starbucks
SBUX
$120B
$8.07M 0.43%
141,337
+68,140
+93% +$3.87M
WM icon
68
Waste Management
WM
$91B
$7.69M 0.41%
116,036
+2,855
+3% +$173K
SYY icon
69
Sysco
SYY
$40.3B
$7.5M 0.4%
147,893
+5,379
+4% +$260K
IVV icon
70
iShares Core S&P 500 ETF
IVV
$902B
$7.5M 0.4%
35,635
+2,140
+6% +$446K
ACN icon
71
Accenture
ACN
$108B
$7.39M 0.4%
65,216
+3,540
+6% +$411K
BRK.A icon
72
Berkshire Hathaway Class A
BRK.A
$1.12T
$7.38M 0.4%
34
– –
KO icon
73
Coca-Cola
KO
$375B
$7.17M 0.38%
158,289
-11,150
-7% -$504K
RAI
74
DELISTED
Reynolds American Inc
RAI
$7.15M 0.38%
132,654
+12,340
+10% +$620K
ABBV icon
75
AbbVie
ABBV
$435B
$7.01M 0.38%
113,277
+401
+0.4% +$24.4K
1 2
3
4 5

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BAM
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ACI
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ACM
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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.