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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
ADP icon
76
Automatic Data Processing
ADP
$108B
$6.94M 0.37%
75,540
-6,403
-8% -$565K
NEE icon
77
NextEra Energy
NEE
$177B
$6.83M 0.37%
209,516
-4,768
-2% -$143K
DD
78
DELISTED
Du Pont De Nemours E I
DD
$6.55M 0.35%
101,136
-20,278
-17% -$1.33M
GPC icon
79
Genuine Parts
GPC
$18.7B
$6.25M 0.34%
61,753
-13,508
-18% -$1.31M
CNK icon
80
Cinemark Holdings
CNK
$4.32B
$6.1M 0.33%
167,220
+11,545
+7% +$404K
AEP icon
81
American Electric Power
AEP
$68.4B
$6.04M 0.32%
86,172
+9,578
+13% +$627K
TIP icon
82
iShares TIPS Bond ETF
TIP
$14.7B
$5.94M 0.32%
50,947
-687
-1% -$78.9K
EOG icon
83
EOG Resources
EOG
$70.7B
$5.85M 0.31%
70,100
-5,420
-7% -$434K
AWK icon
84
American Water Works
AWK
$26.9B
$5.67M 0.3%
67,064
+8,516
+15% +$633K
USB icon
85
US Bancorp
USB
$99.6B
$5.62M 0.3%
139,406
-5,650
-4% -$235K
GSK icon
86
GSK
GSK
$106B
$5.38M 0.29%
99,234
+11,858
+14% +$625K
VB icon
87
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$5.32M 0.29%
45,994
+5,460
+13% +$620K
FISV
88
Fiserv Inc
FISV
$27.9B
$5.22M 0.28%
96,038
-1,240
-1% -$63.8K
PAYX icon
89
Paychex
PAYX
$42.7B
$5.1M 0.27%
85,707
+2,176
+3% +$117K
EMC
90
DELISTED
EMC CORPORATION
EMC
$5.07M 0.27%
186,760
-373,930
-67% -$10.1M
CAT icon
91
Caterpillar
CAT
$387B
$4.79M 0.26%
63,179
+9,304
+17% +$697K
PM icon
92
Philip Morris
PM
$295B
$4.76M 0.26%
46,818
-567
-1% -$56.5K
CL icon
93
Colgate-Palmolive
CL
$74.4B
$4.63M 0.25%
63,317
-15,284
-19% -$1.09M
PSA icon
94
Public Storage
PSA
$61.3B
$4.56M 0.24%
17,848
-323
-2% -$82.9K
HAR
95
DELISTED
Harman International Industries
HAR
$4.51M 0.24%
62,750
-75,221
-55% -$5.87M
COP icon
96
ConocoPhillips
COP
$141B
$4.49M 0.24%
102,997
-44,202
-30% -$1.95M
IWB icon
97
iShares Russell 1000 ETF
IWB
$50.2B
$4.41M 0.24%
37,702
-494
-1% -$57K
VTR icon
98
Ventas
VTR
$47.9B
$4.28M 0.23%
58,794
+22,670
+63% +$1.49M
UPS icon
99
United Parcel Service
UPS
$88.9B
$4.25M 0.23%
39,459
-6,930
-15% -$721K
VOD icon
100
Vodafone
VOD
$37.4B
$4.25M 0.23%
137,516
-3,309
-2% -$107K
2 3
4
5 6

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BAM
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ACI
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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.