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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
MDLZ icon
101
Mondelez International
MDLZ
$79.9B
$4.23M 0.23%
92,916
-687
-0.7% -$29.9K
RDS.A
102
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4.15M 0.22%
79,291
-7,892
-9% -$381K
EMR icon
103
Emerson Electric
EMR
$88.3B
$3.91M 0.21%
74,906
-5,744
-7% -$305K
SWK icon
104
Stanley Black & Decker
SWK
$15.7B
$3.9M 0.21%
35,058
-685
-2% -$76.2K
OMC icon
105
Omnicom Group
OMC
$23.4B
$3.87M 0.21%
47,518
-7,224
-13% -$600K
APD icon
106
Air Products & Chemicals
APD
$67.6B
$3.8M 0.2%
28,911
-2,357
-8% -$314K
AZN icon
107
AstraZeneca
AZN
$250B
$3.67M 0.2%
60,785
-9,064
-13% -$526K
ESRX
108
DELISTED
Express Scripts Holding Company
ESRX
$3.61M 0.19%
47,627
-27,299
-36% -$2.01M
EFA icon
109
iShares MSCI EAFE ETF
EFA
$80.2B
$3.6M 0.19%
64,432
+21,320
+49% +$1.23M
LSBG
110
DELISTED
Lake Sunapee Bank Group
LSBG
$3.48M 0.19%
203,251
-10,200
-5% -$159K
CSX icon
111
CSX Corp
CSX
$93.1B
$3.44M 0.18%
395,211
-57,714
-13% -$503K
KR icon
112
Kroger
KR
$34.8B
$3.43M 0.18%
93,345
-123,884
-57% -$4.46M
WMT icon
113
Walmart Inc
WMT
$890B
$3.41M 0.18%
139,950
-12,924
-8% -$299K
BDX icon
114
Becton Dickinson
BDX
$48.2B
$3.39M 0.18%
20,488
-437
-2% -$69.9K
UNP icon
115
Union Pacific
UNP
$174B
$3.35M 0.18%
38,348
+3,148
+9% +$266K
GLW icon
116
Corning
GLW
$143B
$3.33M 0.18%
162,639
-4,772
-3% -$95.6K
TRV icon
117
Travelers Companies
TRV
$80.2B
$3.13M 0.17%
26,254
+17
+0.1% +$1.92K
BNY
118
Bank of New York Mellon
BNY
$107B
$3.08M 0.16%
79,196
-271
-0.3% -$10.8K
NGG icon
119
National Grid
NGG
$81.3B
$3.06M 0.16%
42,679
+8,374
+24% +$579K
D icon
120
Dominion Energy
D
$59.3B
$3.06M 0.16%
39,240
-803
-2% -$58.3K
LOW icon
121
Lowe's Companies
LOW
$125B
$2.95M 0.16%
37,282
-6,697
-15% -$518K
STT icon
122
State Street
STT
$50.7B
$2.93M 0.16%
54,278
-20,569
-27% -$1.23M
CMCSA icon
123
Comcast
CMCSA
$90B
$2.86M 0.15%
87,642
+6,260
+8% +$194K
IGSB icon
124
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.82M 0.15%
53,096
-3,352
-6% -$177K
META icon
125
Meta Platforms (Facebook)
META
$1.51T
$2.76M 0.15%
24,177
+1,615
+7% +$186K
3 4
5
6 7

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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.