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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
MOAT icon
901
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
– –
-180
Closed -$6K
PCH
902
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
PHIO icon
903
Phio Pharmaceuticals
PHIO
$12.1M
– –
0
– -$4K
PRAA icon
904
PRA Group
PRAA
$755M
– –
-8,513
Closed -$251K
RIG icon
905
Transocean
RIG
$5.82B
– –
-75
Closed -$1K
STLD icon
906
Steel Dynamics
STLD
$37.6B
– –
-96
Closed -$2K
TAN icon
907
Invesco Solar ETF
TAN
$1.38B
– –
-15
Closed –
TAP icon
908
Molson Coors Class B
TAP
$8.09B
– –
-8,566
Closed -$824K
TURN
909
DELISTED
180 Degree Capital
TURN
$0 ﹤0.01%
33
– –
TYG
910
Tortoise Energy Infrastructure Corp
TYG
$1.08B
– –
-2,681
Closed -$264K
UTHR icon
911
United Therapeutics
UTHR
$23.1B
– –
-100
Closed -$11K
VNQI icon
912
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
– –
-15
Closed -$1K
VYM icon
913
Vanguard High Dividend Yield ETF
VYM
$83.5B
– –
-1,195
Closed -$83K
WYNN icon
914
Wynn Resorts
WYNN
$10.6B
– –
-200
Closed -$19K
INST
915
DELISTED
Instructure, Inc.
INST
– –
-16
Closed –
PEGI
916
DELISTED
Pattern Energy Group Inc. Class A
PEGI
– –
-470
Closed -$9K
USG
917
DELISTED
Usg
USG
– –
-5,000
Closed -$124K
KS
918
DELISTED
KapStone Paper and Pack Corp.
KS
– –
-12,477
Closed -$173K
XRM
919
DELISTED
Xerium Technologies Inc (new)
XRM
– –
-500
Closed -$3K
BLOX
920
DELISTED
Infoblox Inc
BLOX
– –
-11,493
Closed -$197K
BXLT
921
DELISTED
BAXALTA INC COM STK (DE)
BXLT
– –
-45,931
Closed -$1.86M
LINE
922
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
– –
-585
Closed –
SSE
923
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
– –
-28
Closed –
SNDK
924
DELISTED
SANDISK CORP
SNDK
– –
-300
Closed -$23K
BCS.PRC
925
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
– –
-5,400
Closed -$140K
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.