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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
WBD icon
851
Warner Bros
WBD
$67.1B
$2K ﹤0.01%
65
– –
JPS
852
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$2K ﹤0.01%
+233
New +$2.12K
DISCK
853
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
KOL
854
DELISTED
VanEck Vectors Coal ETF
KOL
$2K ﹤0.01%
20
– –
VIAB
855
DELISTED
Viacom Inc. Class B
VIAB
$2K ﹤0.01%
37
– –
TLN
856
DELISTED
Talen Energy Corporation
TLN
$2K ﹤0.01%
129
-49
-28% -$600
CRC
857
DELISTED
California Resources Corporation
CRC
$2K ﹤0.01%
148
-1,480
-91% -$23.5K
BATRK icon
858
Atlanta Braves Holdings Series B
BATRK
$3.21B
$1K ﹤0.01%
+40
New +$596
DJP icon
859
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$1K ﹤0.01%
48
-2
-4% -$47
EA
860
DELISTED
Electronic Arts
EA
$1K ﹤0.01%
18
– –
GGB icon
861
Gerdau
GGB
$9.7B
$1K ﹤0.01%
756
– –
GRPN icon
862
Groupon
GRPN
$1.02B
$1K ﹤0.01%
10
– –
HPE icon
863
Hewlett Packard
HPE
$70.5B
$1K ﹤0.01%
107
– –
HPQ icon
864
HP
HPQ
$27.5B
$1K ﹤0.01%
62
– –
MNKD icon
865
MannKind Corp
MNKD
$1.32B
$1K ﹤0.01%
+100
New +$618
PLUG icon
866
Plug Power
PLUG
$3.04B
$1K ﹤0.01%
+500
New +$954
PWR icon
867
Quanta Services
PWR
$101B
$1K ﹤0.01%
50
– –
SAN icon
868
Banco Santander
SAN
$210B
$1K ﹤0.01%
288
– –
SCZ icon
869
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$1K ﹤0.01%
26
– –
SSYS icon
870
Stratasys
SSYS
$774M
$1K ﹤0.01%
25
– –
STM icon
871
STMicroelectronics
STM
$50B
$1K ﹤0.01%
200
– –
UE icon
872
Urban Edge Properties
UE
$2.73B
$1K ﹤0.01%
37
– –
VPG icon
873
Vishay Precision Group
VPG
$914M
$1K ﹤0.01%
50
– –
VYX icon
874
NCR Voyix
VYX
$1.14B
$1K ﹤0.01%
41
– –
CEL
875
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
33 34
35
36 37

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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.