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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
BFK
726
DELISTED
BlackRock Municipal Income Trust
BFK
$11K ﹤0.01%
666
– –
DFJ icon
727
WisdomTree Japan SmallCap Dividend Fund
DFJ
$400M
$11K ﹤0.01%
191
– –
HII icon
728
Huntington Ingalls Industries
HII
$12.8B
$11K ﹤0.01%
66
– –
IEZ icon
729
iShares US Oil Equipment & Services ETF
IEZ
$364M
$11K ﹤0.01%
295
– –
IXG icon
730
iShares Global Financials ETF
IXG
$700M
$11K ﹤0.01%
240
-234
-49% -$11.7K
IYW icon
731
iShares US Technology ETF
IYW
$25.5B
$11K ﹤0.01%
400
– –
OKE icon
732
Oneok
OKE
$54.5B
$11K ﹤0.01%
235
– –
NPI
733
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$11K ﹤0.01%
701
– –
ACM icon
734
Aecom
ACM
$9.75B
$10K ﹤0.01%
300
– –
CBRE icon
735
CBRE Group
CBRE
$42.9B
$10K ﹤0.01%
+367
New +$10.7K
MRVL icon
736
Marvell Technology
MRVL
$196B
$10K ﹤0.01%
1,025
+900
+720% +$9K
NNBR icon
737
NN Inc
NNBR
$311M
$10K ﹤0.01%
700
– –
RGT
738
Royce Global Value Trust
RGT
$102M
$10K ﹤0.01%
1,340
-308
-19% -$2.32K
WOLF icon
739
Wolfspeed
WOLF
$1.71B
$10K ﹤0.01%
400
– –
WT icon
740
WisdomTree
WT
$3.22B
$10K ﹤0.01%
+1,000
New +$11K
STON
741
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
CRR
742
DELISTED
Carbo Ceramics Inc.
CRR
$10K ﹤0.01%
800
– –
WIN
743
DELISTED
Windstream Holdings Inc
WIN
$10K ﹤0.01%
209
– –
DRA
744
DELISTED
Diversified Real Asset Income Fd
DRA
$10K ﹤0.01%
626
– –
WFM
745
DELISTED
Whole Foods Market Inc
WFM
$10K ﹤0.01%
300
-7,167
-96% -$223K
BTZ icon
746
BlackRock Credit Allocation Income Trust
BTZ
$956M
$9K ﹤0.01%
670
– –
DEM icon
747
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$9K ﹤0.01%
261
– –
PSK icon
748
State Street SPDR ICE Preferred Securities ETF
PSK
$686M
$9K ﹤0.01%
200
– –
SLYG icon
749
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$9K ﹤0.01%
192
– –
WWE
750
DELISTED
World Wrestling Entertainment
WWE
$9K ﹤0.01%
+500
New +$8.66K
28 29
30
31 32

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IA
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SCC
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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 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.