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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
AA icon
876
Alcoa
AA
$13.6B
– –
-166
Closed -$4K
AGNC icon
877
AGNC Investment
AGNC
$12.8B
– –
-2,900
Closed -$57K
AME icon
878
Ametek
AME
$58B
– –
-500
Closed -$23K
APA icon
879
APA Corp
APA
$14.4B
– –
-250
Closed -$14K
APTV icon
880
Aptiv
APTV
$10.3B
– –
-540
Closed -$34K
BATRA icon
881
Atlanta Braves Holdings Series A
BATRA
$3.42B
– –
-20
Closed –
BATRK icon
882
Atlanta Braves Holdings Series B
BATRK
$3.21B
– –
-40
Closed -$1K
BCS icon
883
Barclays
BCS
$94.2B
– –
-12,742
Closed -$91K
BIDU icon
884
Baidu
BIDU
$37.1B
– –
-200
Closed -$33K
BTZ icon
885
BlackRock Credit Allocation Income Trust
BTZ
$958M
– –
-670
Closed -$9K
CLW icon
886
Clearwater Paper
CLW
$368M
$0 ﹤0.01%
4
– –
CPRI icon
887
Capri Holdings
CPRI
$1.75B
– –
-100
Closed -$5K
DEM icon
888
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
– –
-261
Closed -$9K
FCEL icon
889
FuelCell Energy
FCEL
$1.59B
– –
0
– –
FWONK icon
890
Liberty Media Series C
FWONK
$25.8B
– –
-103
Closed -$2K
GNRC icon
891
Generac Holdings
GNRC
$12.2B
– –
-400
Closed -$14K
IAU icon
892
iShares Gold Trust
IAU
$65.1B
$0 ﹤0.01%
13
– –
IXG icon
893
iShares Global Financials ETF
IXG
$697M
– –
-240
Closed -$11K
LBRDA icon
894
Liberty Broadband Class A
LBRDA
$5.17B
– –
-50
Closed -$3K
LBRDK icon
895
Liberty Broadband Class C
LBRDK
$5.18B
– –
-130
Closed -$8K
LBTYK icon
896
Liberty Global Class C
LBTYK
$3.41B
– –
-600
Closed -$17K
M icon
897
Macy's
M
$6.55B
– –
-76
Closed -$3K
MNKD icon
898
MannKind Corp
MNKD
$1.26B
– –
-100
Closed -$1K
NGVC icon
899
Vitamin Cottage Natural Grocers
NGVC
$605M
– –
-12,827
Closed -$167K
PAA icon
900
Plains All American Pipeline
PAA
$16.4B
– –
-825
Closed -$23K
34 35
36
37 38

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IA
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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
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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.