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
SLYG icon
751
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
$9K ﹤0.01%
192
– –
TEAM icon
752
Atlassian
TEAM
$38.5B
$9K ﹤0.01%
300
+200
+200% +$5.85K
WFM
753
DELISTED
Whole Foods Market Inc
WFM
$9K ﹤0.01%
300
– –
HAS icon
754
Hasbro
HAS
$13.3B
$8K ﹤0.01%
97
– –
JCE icon
755
Nuveen Core Equity Alpha Fund
JCE
$289M
$8K ﹤0.01%
575
– –
SLYV icon
756
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$8K ﹤0.01%
140
– –
TM icon
757
Toyota
TM
$224B
$8K ﹤0.01%
65
– –
VNO icon
758
Vornado Realty Trust
VNO
$7.26B
$8K ﹤0.01%
93
– –
XYZ
759
Block Inc
XYZ
$47.5B
$8K ﹤0.01%
700
– –
ILG
760
DELISTED
ILG, Inc Common Stock
ILG
$8K ﹤0.01%
454
– –
ATI icon
761
ATI
ATI
$31.1B
$7K ﹤0.01%
+400
New +$6.63K
DBB icon
762
Invesco DB Base Metals Fund
DBB
$318M
$7K ﹤0.01%
500
– –
JPC icon
763
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$7K ﹤0.01%
668
– –
LPX icon
764
Louisiana-Pacific
LPX
$5.2B
$7K ﹤0.01%
382
– –
NJR icon
765
New Jersey Resources
NJR
$5.45B
$7K ﹤0.01%
200
– –
NTAP icon
766
NetApp
NTAP
$39B
$7K ﹤0.01%
200
– –
NVO
767
Novo Nordisk
NVO
$209B
$7K ﹤0.01%
350
-22,840
-98% -$566K
PRTA icon
768
Prothena Corp
PRTA
$468M
$7K ﹤0.01%
121
– –
SNY icon
769
Sanofi
SNY
$104B
$7K ﹤0.01%
190
– –
CHK
770
DELISTED
Chesapeake Energy Corporation
CHK
$7K ﹤0.01%
5
– –
JMF
771
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$7K ﹤0.01%
500
– –
HLTH
772
DELISTED
Nobilis Health Corp.
HLTH
$7K ﹤0.01%
+2,000
New +$6.01K
SCTY
773
DELISTED
SolarCity Corporation
SCTY
$7K ﹤0.01%
380
+100
+36% +$2.24K
ARW icon
774
Arrow Electronics
ARW
$10.3B
$6K ﹤0.01%
100
– –
BTI icon
775
British American Tobacco
BTI
$123B
$6K ﹤0.01%
90
– –
29 30
31
32 33

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.