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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
MNK
751
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$9K ﹤0.01%
154
-3
-2% -$183
SPLS
752
DELISTED
Staples Inc
SPLS
$9K ﹤0.01%
1,000
-3,000
-75% -$28.6K
BBY icon
753
Best Buy
BBY
$17.3B
$8K ﹤0.01%
250
-150
-38% -$4.72K
BHP icon
754
BHP
BHP
$231B
$8K ﹤0.01%
297
-84
-22% -$2.09K
GRMN
755
Garmin
GRMN
$60B
$8K ﹤0.01%
200
– –
HAS icon
756
Hasbro
HAS
$13.2B
$8K ﹤0.01%
97
– –
JCE icon
757
Nuveen Core Equity Alpha Fund
JCE
$290M
$8K ﹤0.01%
575
– –
JLL icon
758
Jones Lang LaSalle
JLL
$16.4B
$8K ﹤0.01%
+87
New +$9.99K
LBRDK icon
759
Liberty Broadband Class C
LBRDK
$5.07B
$8K ﹤0.01%
+130
New +$7.58K
NJR icon
760
New Jersey Resources
NJR
$5.5B
$8K ﹤0.01%
200
– –
SAP icon
761
SAP
SAP
$240B
$8K ﹤0.01%
100
– –
SNY icon
762
Sanofi
SNY
$105B
$8K ﹤0.01%
190
– –
VNO icon
763
Vornado Realty Trust
VNO
$7.23B
$8K ﹤0.01%
93
– –
YHOO
764
DELISTED
Yahoo Inc
YHOO
$8K ﹤0.01%
200
– –
DBB icon
765
Invesco DB Base Metals Fund
DBB
$317M
$7K ﹤0.01%
500
– –
IDU icon
766
iShares US Utilities ETF
IDU
$1.36B
$7K ﹤0.01%
100
– –
JPC icon
767
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$7K ﹤0.01%
668
– –
LPX icon
768
Louisiana-Pacific
LPX
$5.23B
$7K ﹤0.01%
382
– –
RMR icon
769
The RMR Group
RMR
$329M
$7K ﹤0.01%
238
+200
+526% +$5.53K
SLYV icon
770
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.05B
$7K ﹤0.01%
140
– –
JMF
771
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$7K ﹤0.01%
500
– –
ILG
772
DELISTED
ILG, Inc Common Stock
ILG
$7K ﹤0.01%
+454
New +$6.48K
SCTY
773
DELISTED
SolarCity Corporation
SCTY
$7K ﹤0.01%
280
– –
MDVN
774
DELISTED
MEDIVATION, INC.
MDVN
$7K ﹤0.01%
110
– –
ARMH
775
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
– –
29 30
31
32 33

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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 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.