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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
CNK icon
76
Cinemark Holdings
CNK
$4.37B
$6.56M 0.35%
171,455
+4,235
+3% +$160K
ADP icon
77
Automatic Data Processing
ADP
$109B
$6.54M 0.34%
74,135
-1,405
-2% -$127K
RAI
78
DELISTED
Reynolds American Inc
RAI
$6.47M 0.34%
137,263
+4,609
+3% +$231K
VB icon
79
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$6.45M 0.34%
52,770
+6,776
+15% +$820K
DD
80
DELISTED
Du Pont De Nemours E I
DD
$6.33M 0.33%
94,450
-6,686
-7% -$454K
NEE icon
81
NextEra Energy
NEE
$177B
$6.21M 0.33%
203,044
-6,472
-3% -$204K
CAT icon
82
Caterpillar
CAT
$385B
$6.07M 0.32%
68,354
+5,175
+8% +$423K
AEP icon
83
American Electric Power
AEP
$66.8B
$5.97M 0.31%
92,998
+6,826
+8% +$459K
TIP icon
84
iShares TIPS Bond ETF
TIP
$14.7B
$5.79M 0.3%
49,673
-1,274
-3% -$148K
GSK icon
85
GSK
GSK
$105B
$5.67M 0.3%
105,256
+6,022
+6% +$330K
GPC icon
86
Genuine Parts
GPC
$18.5B
$5.64M 0.3%
56,184
-5,569
-9% -$565K
USB icon
87
US Bancorp
USB
$100B
$5.55M 0.29%
129,426
-9,980
-7% -$424K
AWK icon
88
American Water Works
AWK
$26.9B
$5.34M 0.28%
71,336
+4,272
+6% +$334K
PAYX icon
89
Paychex
PAYX
$43.1B
$5.14M 0.27%
88,794
+3,087
+4% +$185K
VTR icon
90
Ventas
VTR
$47.1B
$4.86M 0.26%
68,837
+10,043
+17% +$729K
FISV
91
Fiserv Inc
FISV
$27.8B
$4.68M 0.25%
94,098
-1,940
-2% -$102K
IWB icon
92
iShares Russell 1000 ETF
IWB
$50.2B
$4.57M 0.24%
37,928
+226
+0.6% +$27.2K
PM icon
93
Philip Morris
PM
$290B
$4.5M 0.24%
46,249
-569
-1% -$57K
CL icon
94
Colgate-Palmolive
CL
$74.2B
$4.44M 0.23%
59,859
-3,458
-5% -$256K
SWK icon
95
Stanley Black & Decker
SWK
$15.5B
$4.25M 0.22%
34,537
-521
-1% -$62.9K
MDLZ icon
96
Mondelez International
MDLZ
$78.5B
$4.15M 0.22%
94,595
+1,679
+2% +$73.7K
PSA icon
97
Public Storage
PSA
$60.8B
$4.14M 0.22%
18,568
+720
+4% +$168K
EFA icon
98
iShares MSCI EAFE ETF
EFA
$79.8B
$4.11M 0.22%
69,477
+5,045
+8% +$292K
EMR icon
99
Emerson Electric
EMR
$88.5B
$4.11M 0.22%
75,370
+464
+0.6% +$24.9K
VOD icon
100
Vodafone
VOD
$36.4B
$4.1M 0.22%
140,711
+3,195
+2% +$97.3K
2 3
4
5 6

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BAM
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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.