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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
ARW icon
776
Arrow Electronics
ARW
$10.4B
$6K ﹤0.01%
100
– –
BTI icon
777
British American Tobacco
BTI
$128B
$6K ﹤0.01%
90
– –
DBC icon
778
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$6K ﹤0.01%
400
-125
-24% -$1.81K
NFG icon
779
National Fuel Gas
NFG
$7.65B
$6K ﹤0.01%
101
– –
PCG icon
780
PG&E
PCG
$38.5B
$6K ﹤0.01%
100
– –
PXE icon
781
Invesco Energy Exploration & Production ETF
PXE
$79.8M
$6K ﹤0.01%
300
– –
PYN
782
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$6K ﹤0.01%
500
– –
SIRI icon
783
SiriusXM
SIRI
$10.1B
$6K ﹤0.01%
150
– –
TM icon
784
Toyota
TM
$225B
$6K ﹤0.01%
65
– –
XYZ
785
Block Inc
XYZ
$47.5B
$6K ﹤0.01%
700
– –
LSXMA
786
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$6K ﹤0.01%
+277
New +$6.37K
BT
787
DELISTED
BT Group plc (ADR)
BT
$6K ﹤0.01%
+200
New +$6.28K
WR
788
DELISTED
Westar Energy Inc
WR
$6K ﹤0.01%
100
– –
AMX icon
789
America Movil
AMX
$71.2B
$5K ﹤0.01%
435
-11,611
-96% -$155K
BPT
790
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$5K ﹤0.01%
250
– –
CLDX icon
791
Celldex Therapeutics
CLDX
$3.28B
$5K ﹤0.01%
83
– –
CPRI icon
792
Capri Holdings
CPRI
$1.74B
$5K ﹤0.01%
+100
New +$4.91K
DDD icon
793
3D Systems Corp
DDD
$613M
$5K ﹤0.01%
350
– –
EBND icon
794
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$5K ﹤0.01%
182
– –
EXG icon
795
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$5K ﹤0.01%
590
– –
FHI icon
796
Federated Hermes
FHI
$4.72B
$5K ﹤0.01%
159
– –
FSLR icon
797
First Solar
FSLR
$26.9B
$5K ﹤0.01%
100
– –
FXG icon
798
First Trust Consumer Staples AlphaDEX Fund
FXG
$231M
$5K ﹤0.01%
100
– –
HWKN icon
799
Hawkins
HWKN
$2.71B
$5K ﹤0.01%
220
– –
CALY
800
Callaway Golf Company
CALY
$3.14B
$5K ﹤0.01%
459
– –
30 31
32
33 34

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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.