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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
PCH
901
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
PLUG icon
902
Plug Power
PLUG
$2.94B
– –
-500
Closed -$1K
PRGO icon
903
Perrigo
PRGO
$1.75B
– –
-1,705
Closed -$155K
RL icon
904
Ralph Lauren
RL
$24.2B
– –
-345
Closed -$31K
SAP icon
905
SAP
SAP
$241B
– –
-100
Closed -$8K
SCZ icon
906
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-26
Closed -$1K
THRM icon
907
Gentherm
THRM
$1.27B
– –
-1,950
Closed -$67K
TURN
908
DELISTED
180 Degree Capital
TURN
– –
-33
Closed –
VOO icon
909
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-336
Closed -$65K
WTW icon
910
Willis Towers Watson
WTW
$31.9B
– –
-200
Closed -$25K
LSXMK
911
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-525
Closed -$12K
LSXMA
912
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-277
Closed -$6K
AUY
913
DELISTED
Yamana Gold, Inc.
AUY
– –
-3,500
Closed -$18K
TTM
914
DELISTED
Tata Motors Limited
TTM
– –
-105
Closed -$4K
MDR
915
DELISTED
McDermott International
MDR
– –
-3,833
Closed -$56K
TFCFA
916
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-650
Closed -$18K
LGF
917
DELISTED
Lions Gate Entertainment
LGF
– –
-16,704
Closed -$338K
STR
918
DELISTED
QUESTAR CORP
STR
– –
-29,389
Closed -$746K
NPI
919
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
– –
-701
Closed -$11K
EMC
920
DELISTED
EMC CORPORATION
EMC
– –
-186,760
Closed -$5.07M
BABS
921
DELISTED
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
– –
-430
Closed -$29K
FNFG
922
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
– –
-81,145
Closed -$790K
GM.WS.A
923
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
– –
-296
Closed -$5K
TE
924
DELISTED
TECO ENERGY INC
TE
– –
-1,000
Closed -$28K
CPGX
925
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
– –
-1,286
Closed -$33K
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 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.