We are live on ! Find out more
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
ITB icon
51
iShares US Home Construction ETF
ITB
$2.37B
$11.8M 0.62%
427,775
+2,812
+0.7% +$80.5K
CMI icon
52
Cummins
CMI
$88.1B
$11.6M 0.61%
90,604
+768
+0.9% +$93.2K
KEY icon
53
KeyCorp
KEY
$24.4B
$11.3M 0.59%
928,628
+76,582
+9% +$916K
MO icon
54
Altria Group
MO
$112B
$11.1M 0.58%
175,320
+1,663
+1% +$111K
DHR icon
55
Danaher
DHR
$144B
$11M 0.58%
158,634
-36,730
-19% -$2.6M
PPG icon
56
PPG Industries
PPG
$26.1B
$10.8M 0.57%
104,262
+5,441
+6% +$571K
OXY icon
57
Occidental Petroleum
OXY
$58.2B
$10.5M 0.55%
144,483
+4,035
+3% +$302K
TGT icon
58
Target
TGT
$67.9B
$10.5M 0.55%
152,963
+11,407
+8% +$818K
STZ icon
59
Constellation Brands
STZ
$23B
$10M 0.53%
60,347
+6,211
+11% +$1.02M
GIS icon
60
General Mills
GIS
$19.7B
$9.97M 0.52%
156,005
-2,602
-2% -$181K
IWR icon
61
iShares Russell Mid-Cap ETF
IWR
$57.5B
$9.91M 0.52%
227,504
+14,504
+7% +$629K
SBUX icon
62
Starbucks
SBUX
$120B
$9.19M 0.48%
169,660
+28,323
+20% +$1.58M
CELG
63
DELISTED
Celgene Corp
CELG
$9.18M 0.48%
87,798
+2,555
+3% +$277K
KMB icon
64
Kimberly-Clark
KMB
$35.8B
$8.88M 0.47%
70,387
+181
+0.3% +$23.4K
LLY icon
65
Eli Lilly
LLY
$1.07T
$8.48M 0.45%
105,684
+2,113
+2% +$169K
ACN icon
66
Accenture
ACN
$108B
$8.23M 0.43%
67,390
+2,174
+3% +$248K
ITC
67
DELISTED
ITC HOLDINGS CORP
ITC
$7.87M 0.41%
169,365
-16,306
-9% -$755K
WM icon
68
Waste Management
WM
$90.8B
$7.52M 0.4%
117,968
+1,932
+2% +$126K
BRK.A icon
69
Berkshire Hathaway Class A
BRK.A
$1.15T
$7.35M 0.39%
34
– –
SYY icon
70
Sysco
SYY
$40B
$7.32M 0.39%
149,408
+1,515
+1% +$77.8K
IVV icon
71
iShares Core S&P 500 ETF
IVV
$904B
$7.31M 0.38%
33,584
-2,051
-6% -$446K
BMY icon
72
Bristol-Myers Squibb
BMY
$131B
$7.25M 0.38%
134,528
+3,079
+2% +$198K
ABBV icon
73
AbbVie
ABBV
$434B
$7.15M 0.38%
113,430
+153
+0.1% +$9.9K
EOG icon
74
EOG Resources
EOG
$73.1B
$6.86M 0.36%
70,915
+815
+1% +$71.6K
KO icon
75
Coca-Cola
KO
$373B
$6.61M 0.35%
156,143
-2,146
-1% -$94K
1 2
3
4 5

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.