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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
AIG.WS
876
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
73
– –
CASM
877
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
– –
ANCX
878
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
SFR
879
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
EGL
880
DELISTED
Engility Holdings, Inc.
EGL
$1K ﹤0.01%
33
– –
AIRI icon
881
Air Industries Group
AIRI
$12.8M
– –
-1,000
Closed -$61K
BATRA icon
882
Atlanta Braves Holdings Series A
BATRA
$3.43B
$0 ﹤0.01%
+20
New +$308
CALM icon
883
Cal-Maine
CALM
$3.99B
– –
-200
Closed -$10K
CLH icon
884
Clean Harbors
CLH
$16.3B
– –
-7,956
Closed -$393K
CLMT icon
885
Calumet Specialty Products
CLMT
$3.44B
– –
-680
Closed -$8K
CLW icon
886
Clearwater Paper
CLW
$376M
$0 ﹤0.01%
4
– –
CPA icon
887
Copa Holdings
CPA
$5.8B
– –
-100
Closed -$7K
DBEF icon
888
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.39B
– –
-100
Closed -$3K
DNOW icon
889
DNOW Inc
DNOW
$2.99B
– –
-250
Closed -$4K
EG icon
890
Everest Group
EG
$14.4B
– –
-1,100
Closed -$217K
FCEL icon
891
FuelCell Energy
FCEL
$1.63B
– –
0
– –
FCG icon
892
First Trust Natural Gas ETF
FCG
$614M
– –
-95
Closed -$2K
IAU icon
893
iShares Gold Trust
IAU
$64.4B
$0 ﹤0.01%
13
– –
ILF icon
894
iShares Latin America 40 ETF
ILF
$3.83B
– –
-50
Closed -$1K
IONS icon
895
Ionis Pharmaceuticals
IONS
$9.4B
– –
-500
Closed -$20K
JBHT icon
896
JB Hunt Transport Services
JBHT
$25.2B
– –
-8,091
Closed -$682K
KEX icon
897
Kirby Corp
KEX
$6.93B
– –
-5,144
Closed -$310K
LECO icon
898
Lincoln Electric
LECO
$15.4B
– –
-5,579
Closed -$327K
LKQ icon
899
LKQ Corp
LKQ
$6.29B
– –
-7,032
Closed -$225K
LNG icon
900
Cheniere Energy
LNG
$52.9B
– –
-300
Closed -$10K
34 35
36
37 38

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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.