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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
CX icon
776
Cemex
CX
$16.3B
$6K ﹤0.01%
727
– –
DBC icon
777
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$6K ﹤0.01%
400
– –
IDU icon
778
iShares US Utilities ETF
IDU
$1.35B
$6K ﹤0.01%
100
– –
MOAT icon
779
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$6K ﹤0.01%
+180
New +$6.14K
NPO icon
780
Enpro
NPO
$7.04B
$6K ﹤0.01%
100
– –
PCG icon
781
PG&E
PCG
$37.5B
$6K ﹤0.01%
100
– –
PXE icon
782
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$6K ﹤0.01%
300
– –
PYN
783
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$6K ﹤0.01%
500
– –
RY icon
784
Royal Bank of Canada
RY
$293B
$6K ﹤0.01%
+100
New +$6.15K
SIRI icon
785
SiriusXM
SIRI
$9.7B
$6K ﹤0.01%
150
– –
AVP
786
DELISTED
Avon Products, Inc.
AVP
$6K ﹤0.01%
1,000
– –
WR
787
DELISTED
Westar Energy Inc
WR
$6K ﹤0.01%
100
– –
AMX icon
788
America Movil
AMX
$71.7B
$5K ﹤0.01%
435
– –
BIP icon
789
Brookfield Infrastructure Partners
BIP
$17.5B
$5K ﹤0.01%
+252
New +$4.84K
BPT
790
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$5K ﹤0.01%
250
– –
CLDX icon
791
Celldex Therapeutics
CLDX
$3.37B
$5K ﹤0.01%
83
– –
EBND icon
792
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
EXG icon
793
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.07B
$5K ﹤0.01%
590
– –
FHI icon
794
Federated Hermes
FHI
$4.71B
$5K ﹤0.01%
159
– –
FXG icon
795
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$5K ﹤0.01%
100
– –
HUN icon
796
Huntsman Corp
HUN
$1.82B
$5K ﹤0.01%
300
– –
HWKN icon
797
Hawkins
HWKN
$2.73B
$5K ﹤0.01%
220
– –
CALY
798
Callaway Golf Company
CALY
$3.04B
$5K ﹤0.01%
459
– –
NFG icon
799
National Fuel Gas
NFG
$7.78B
$5K ﹤0.01%
101
– –
OC icon
800
Owens Corning
OC
$12.2B
$5K ﹤0.01%
100
– –
30 31
32
33 34

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BAM
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ACI
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ACM
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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.