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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
WBD icon
851
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
– –
JPS
852
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$2K ﹤0.01%
233
– –
DISCK
853
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
AIG.WS
854
DELISTED
American International Group, Inc.
AIG.WS
$2K ﹤0.01%
73
– –
KOL
855
DELISTED
VanEck Vectors Coal ETF
KOL
$2K ﹤0.01%
20
– –
TLN
856
DELISTED
Talen Energy Corporation
TLN
$2K ﹤0.01%
129
– –
CXW icon
857
CoreCivic
CXW
$3.26B
$1K ﹤0.01%
+100
New +$2.39K
DJP icon
858
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
$1K ﹤0.01%
48
– –
GRPN icon
859
Groupon
GRPN
$933M
$1K ﹤0.01%
10
– –
HPE icon
860
Hewlett Packard
HPE
$72.4B
$1K ﹤0.01%
107
– –
HPQ icon
861
HP
HPQ
$27.3B
$1K ﹤0.01%
62
– –
IJS icon
862
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$1K ﹤0.01%
+14
New +$859
PWR icon
863
Quanta Services
PWR
$99.4B
$1K ﹤0.01%
50
– –
SAN icon
864
Banco Santander
SAN
$210B
$1K ﹤0.01%
288
– –
SSYS icon
865
Stratasys
SSYS
$769M
$1K ﹤0.01%
25
– –
UE icon
866
Urban Edge Properties
UE
$2.75B
$1K ﹤0.01%
37
– –
VPG icon
867
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
VYX icon
868
NCR Voyix
VYX
$1.09B
$1K ﹤0.01%
41
– –
CEL
869
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
VIAB
870
DELISTED
Viacom Inc. Class B
VIAB
$1K ﹤0.01%
37
– –
CASM
871
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
– –
ANCX
872
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
SFR
873
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
CRC
874
DELISTED
California Resources Corporation
CRC
$1K ﹤0.01%
109
-39
-26% -$445
EGL
875
DELISTED
Engility Holdings, Inc.
EGL
$1K ﹤0.01%
33
– –
33 34
35
36 37

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BAM
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ACI
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ACM
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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.