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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
NTAP icon
801
NetApp
NTAP
$37.2B
$5K ﹤0.01%
200
– –
OC icon
802
Owens Corning
OC
$12.4B
$5K ﹤0.01%
100
– –
PBA icon
803
Pembina Pipeline
PBA
$27.6B
$5K ﹤0.01%
170
– –
POST icon
804
Post Holdings
POST
$3.57B
$5K ﹤0.01%
89
– –
RDS.B
805
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$5K ﹤0.01%
88
– –
CST
806
DELISTED
CST Brands, Inc.
CST
$5K ﹤0.01%
121
– –
GM.WS.A
807
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$5K ﹤0.01%
296
– –
AA icon
808
Alcoa
AA
$13.2B
$4K ﹤0.01%
166
– –
CX icon
809
Cemex
CX
$16.3B
$4K ﹤0.01%
727
-1
-0.1% -$6
HUN icon
810
Huntsman Corp
HUN
$1.77B
$4K ﹤0.01%
300
-1,100
-79% -$16.1K
NPO icon
811
Enpro
NPO
$7.05B
$4K ﹤0.01%
100
– –
PJT icon
812
PJT Partners
PJT
$4.38B
$4K ﹤0.01%
180
-37
-17% -$891
PNW icon
813
Pinnacle West Capital
PNW
$12.2B
$4K ﹤0.01%
50
– –
PRTA icon
814
Prothena Corp
PRTA
$450M
$4K ﹤0.01%
121
– –
RACE icon
815
Ferrari
RACE
$72.5B
$4K ﹤0.01%
100
– –
SPFF icon
816
Global X SuperIncome Preferred ETF
SPFF
$141M
$4K ﹤0.01%
260
– –
THO icon
817
Thor Industries
THO
$4.14B
$4K ﹤0.01%
60
– –
WELL icon
818
Welltower
WELL
$171B
$4K ﹤0.01%
50
– –
MUI
819
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
$4K ﹤0.01%
270
– –
TTM
820
DELISTED
Tata Motors Limited
TTM
$4K ﹤0.01%
105
– –
EVY
821
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
$4K ﹤0.01%
265
– –
CHK
822
DELISTED
Chesapeake Energy Corporation
CHK
$4K ﹤0.01%
5
– –
AVP
823
DELISTED
Avon Products, Inc.
AVP
$4K ﹤0.01%
1,000
– –
STMP
824
DELISTED
Stamps.com, Inc.
STMP
$4K ﹤0.01%
50
– –
ABEV icon
825
Ambev
ABEV
$46.4B
$3K ﹤0.01%
425
– –
31 32
33
34 35

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IA
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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.