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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
IYW icon
726
iShares US Technology ETF
IYW
$25.3B
$12K ﹤0.01%
400
– –
OKE icon
727
Oneok
OKE
$56.9B
$12K ﹤0.01%
235
– –
CSLT
728
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$12K ﹤0.01%
3,000
– –
TIME
729
DELISTED
Time Inc.
TIME
$12K ﹤0.01%
858
-62
-7% -$935
CY
730
DELISTED
Cypress Semiconductor
CY
$12K ﹤0.01%
1,000
-1,100
-52% -$12.6K
BFK
731
DELISTED
BlackRock Municipal Income Trust
BFK
$11K ﹤0.01%
666
– –
RGT
732
Royce Global Value Trust
RGT
$102M
$11K ﹤0.01%
1,340
– –
WWE
733
DELISTED
World Wrestling Entertainment
WWE
$11K ﹤0.01%
500
– –
MNK
734
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$11K ﹤0.01%
154
– –
WIN
735
DELISTED
Windstream Holdings Inc
WIN
$11K ﹤0.01%
209
– –
DRA
736
DELISTED
Diversified Real Asset Income Fd
DRA
$11K ﹤0.01%
626
– –
BBY icon
737
Best Buy
BBY
$17.4B
$10K ﹤0.01%
250
– –
CBRE icon
738
CBRE Group
CBRE
$41.7B
$10K ﹤0.01%
367
– –
GRMN
739
Garmin
GRMN
$60.4B
$10K ﹤0.01%
200
– –
HII icon
740
Huntington Ingalls Industries
HII
$13B
$10K ﹤0.01%
66
– –
JLL icon
741
Jones Lang LaSalle
JLL
$16.4B
$10K ﹤0.01%
87
– –
WOLF icon
742
Wolfspeed
WOLF
$1.52B
$10K ﹤0.01%
400
– –
WT icon
743
WisdomTree
WT
$3.36B
$10K ﹤0.01%
1,000
– –
STON
744
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
ACM icon
745
Aecom
ACM
$9.42B
$9K ﹤0.01%
300
– –
BHP icon
746
BHP
BHP
$230B
$9K ﹤0.01%
297
– –
FITB
747
Fifth Third Bancorp
FITB
$51.8B
$9K ﹤0.01%
+445
New +$8.59K
PSK icon
748
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$9K ﹤0.01%
200
– –
RMR icon
749
The RMR Group
RMR
$335M
$9K ﹤0.01%
235
-3
-1% -$109
RNP icon
750
Cohen & Steers REIT and Preferred and Income Fund
RNP
$980M
$9K ﹤0.01%
+425
New +$8.86K
28 29
30
31 32

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SCC
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BAM
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ACI
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ACM
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PP
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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.