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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
RDS.A
101
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4.07M 0.21%
84,154
+4,863
+6% +$238K
UPS icon
102
United Parcel Service
UPS
$88.5B
$4.05M 0.21%
37,015
-2,444
-6% -$267K
APD icon
103
Air Products & Chemicals
APD
$67.9B
$4M 0.21%
28,771
-140
-0.5% -$19.4K
COP icon
104
ConocoPhillips
COP
$146B
$3.89M 0.2%
89,426
-13,571
-13% -$564K
CSX icon
105
CSX Corp
CSX
$93.1B
$3.86M 0.2%
379,614
-15,597
-4% -$147K
LSBG
106
DELISTED
Lake Sunapee Bank Group
LSBG
$3.67M 0.19%
203,251
– –
UNP icon
107
Union Pacific
UNP
$174B
$3.6M 0.19%
36,926
-1,422
-4% -$133K
GLW icon
108
Corning
GLW
$142B
$3.44M 0.18%
145,537
-17,102
-11% -$381K
FTV icon
109
Fortive
FTV
$18.5B
$3.43M 0.18%
+106,960
New +$3.43M
OMC icon
110
Omnicom Group
OMC
$22.8B
$3.42M 0.18%
40,293
-7,225
-15% -$606K
BAC icon
111
Bank of America
BAC
$446B
$3.27M 0.17%
209,158
+1,811
+0.9% +$27K
RSP icon
112
Invesco S&P 500 Equal Weight ETF
RSP
$98.9B
$3.16M 0.17%
37,824
+12,755
+51% +$1.06M
WMT icon
113
Walmart Inc
WMT
$883B
$3.15M 0.17%
130,866
-9,084
-6% -$220K
META icon
114
Meta Platforms (Facebook)
META
$1.52T
$3.13M 0.16%
24,433
+256
+1% +$31.8K
BDX icon
115
Becton Dickinson
BDX
$48.3B
$3.04M 0.16%
17,347
-3,141
-15% -$537K
CMCSA icon
116
Comcast
CMCSA
$88.1B
$3.04M 0.16%
91,662
+4,020
+5% +$134K
TRV icon
117
Travelers Companies
TRV
$79B
$3.02M 0.16%
26,322
+68
+0.3% +$7.96K
STT icon
118
State Street
STT
$51B
$2.92M 0.15%
41,870
-12,408
-23% -$811K
D icon
119
Dominion Energy
D
$58.8B
$2.91M 0.15%
39,168
-72
-0.2% -$5.49K
BNY
120
Bank of New York Mellon
BNY
$108B
$2.86M 0.15%
71,613
-7,583
-10% -$303K
NSC icon
121
Norfolk Southern
NSC
$75.6B
$2.78M 0.15%
28,636
-436
-1% -$39.7K
QCOM icon
122
Qualcomm
QCOM
$174B
$2.71M 0.14%
39,485
-5,229
-12% -$318K
HAR
123
DELISTED
Harman International Industries
HAR
$2.7M 0.14%
31,995
-30,755
-49% -$2.52M
MKTX icon
124
MarketAxess Holdings
MKTX
$5.72B
$2.67M 0.14%
16,109
-972
-6% -$158K
ESRX
125
DELISTED
Express Scripts Holding Company
ESRX
$2.66M 0.14%
37,681
-9,946
-21% -$744K
3 4
5
6 7

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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.