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
PBA icon
801
Pembina Pipeline
PBA
$27.8B
$5K ﹤0.01%
170
– –
THO icon
802
Thor Industries
THO
$4.14B
$5K ﹤0.01%
60
– –
UTG icon
803
Reaves Utility Income Fund
UTG
$3.61B
$5K ﹤0.01%
+150
New +$4.68K
VLY icon
804
Valley National Bancorp
VLY
$8.1B
$5K ﹤0.01%
508
-950
-65% -$8.87K
BPY
805
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$5K ﹤0.01%
+200
New +$4.69K
BT
806
DELISTED
BT Group plc (ADR)
BT
$5K ﹤0.01%
200
– –
HHY
807
DELISTED
Brookfield High Income Fund Inc.
HHY
$5K ﹤0.01%
+700
New +$5.17K
STMP
808
DELISTED
Stamps.com, Inc.
STMP
$5K ﹤0.01%
50
– –
BOI
809
DELISTED
Brookfield Mtge Opportunity Fd
BOI
$5K ﹤0.01%
+300
New +$4.53K
CNI icon
810
Canadian National Railway
CNI
$75.7B
$4K ﹤0.01%
60
-1,200
-95% -$75.8K
FSLR icon
811
First Solar
FSLR
$25.7B
$4K ﹤0.01%
100
– –
GLP icon
812
Global Partners
GLP
$1.69B
$4K ﹤0.01%
240
– –
PNW icon
813
Pinnacle West Capital
PNW
$12B
$4K ﹤0.01%
50
– –
POST icon
814
Post Holdings
POST
$3.45B
$4K ﹤0.01%
89
– –
WDC icon
815
Western Digital
WDC
$151B
$4K ﹤0.01%
91
– –
WELL icon
816
Welltower
WELL
$169B
$4K ﹤0.01%
50
– –
MUI
817
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
$4K ﹤0.01%
270
– –
VMW
818
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
50
– –
EVY
819
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
$4K ﹤0.01%
265
– –
CRR
820
DELISTED
Carbo Ceramics Inc.
CRR
$4K ﹤0.01%
400
-400
-50% -$5.14K
GM.WS.B
821
DELISTED
General Motors Company
GM.WS.B
$4K ﹤0.01%
296
– –
ICON
822
DELISTED
Iconix Brand Group, Inc.
ICON
$4K ﹤0.01%
50
– –
FBNK
823
DELISTED
First Connecticut Bancorp, Inc
FBNK
$4K ﹤0.01%
200
– –
YHOO
824
DELISTED
Yahoo Inc
YHOO
$4K ﹤0.01%
100
-100
-50% -$4.1K
HTR
825
DELISTED
Brookfield Total Return Fund Inc
HTR
$4K ﹤0.01%
+200
New +$4.53K
31 32
33
34 35

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.