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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
BOND icon
826
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
GUNR icon
827
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
$3K ﹤0.01%
+96
New +$2.6K
LVS icon
828
Las Vegas Sands
LVS
$29.4B
$3K ﹤0.01%
59
– –
MMT
829
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
NOK icon
830
Nokia
NOK
$51B
$3K ﹤0.01%
500
– –
PJT icon
831
PJT Partners
PJT
$4.33B
$3K ﹤0.01%
128
-52
-29% -$1.3K
RES icon
832
RPC Inc
RES
$1.36B
$3K ﹤0.01%
187
– –
RYAM icon
833
Rayonier Advanced Materials
RYAM
$593M
$3K ﹤0.01%
200
– –
SPFF icon
834
Global X SuperIncome Preferred ETF
SPFF
$141M
$3K ﹤0.01%
260
– –
STPZ icon
835
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
TCRT icon
836
Alaunos Therapeutics
TCRT
$4.84M
$3K ﹤0.01%
4
– –
TEX icon
837
Terex
TEX
$7.58B
$3K ﹤0.01%
100
– –
ABB
838
DELISTED
ABB Ltd
ABB
$3K ﹤0.01%
150
– –
CXP
839
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
131
– –
CST
840
DELISTED
CST Brands, Inc.
CST
$3K ﹤0.01%
55
-66
-55% -$3.04K
DDD icon
841
3D Systems Corp
DDD
$611M
$2K ﹤0.01%
100
-250
-71% -$3.75K
DVA icon
842
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
EA
843
DELISTED
Electronic Arts
EA
$2K ﹤0.01%
18
– –
GGB icon
844
Gerdau
GGB
$9.74B
$2K ﹤0.01%
756
– –
IP icon
845
International Paper
IP
$21.9B
$2K ﹤0.01%
39
– –
MAS icon
846
Masco
MAS
$14.7B
$2K ﹤0.01%
67
– –
MRVL icon
847
Marvell Technology
MRVL
$187B
$2K ﹤0.01%
125
-900
-88% -$10.6K
MTCH icon
848
Match Group
MTCH
$8.43B
$2K ﹤0.01%
+100
New +$1.6K
STM icon
849
STMicroelectronics
STM
$48.5B
$2K ﹤0.01%
200
– –
VTV icon
850
Vanguard Morningstar Value ETF
VTV
$192B
$2K ﹤0.01%
+27
New +$2.35K
32 33
34
35 36

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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.