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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
BAC icon
126
Bank of America
BAC
$442B
$2.75M 0.15%
207,347
-1,956
-0.9% -$27.5K
XLF icon
127
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.71M 0.15%
135,055
+7,978
+6% +$161K
SO icon
128
Southern Company
SO
$107B
$2.64M 0.14%
49,151
+1,178
+2% +$59.2K
F icon
129
Ford
F
$55.7B
$2.55M 0.14%
202,797
-19,412
-9% -$256K
TTE icon
130
TotalEnergies
TTE
$190B
$2.53M 0.14%
31,545,723,355
+3,244,579,596
+11% +$324K
MKTX icon
131
MarketAxess Holdings
MKTX
$5.72B
$2.48M 0.13%
17,081
-1,932
-10% -$257K
NSC icon
132
Norfolk Southern
NSC
$75.1B
$2.48M 0.13%
29,072
-3,364
-10% -$286K
KHC icon
133
Kraft Heinz
KHC
$30B
$2.45M 0.13%
27,697
+526
+2% +$43.3K
NKE icon
134
Nike
NKE
$61.9B
$2.43M 0.13%
43,962
+4,218
+11% +$240K
QCOM icon
135
Qualcomm
QCOM
$176B
$2.4M 0.13%
44,714
-11,025
-20% -$581K
PRU icon
136
Prudential Financial
PRU
$41.8B
$2.26M 0.12%
31,705
-6,666
-17% -$503K
IVE icon
137
iShares S&P 500 Value ETF
IVE
$49.8B
$2.23M 0.12%
23,997
+327
+1% +$29.9K
SNN icon
138
Smith & Nephew
SNN
$12.6B
$2.23M 0.12%
64,864
-1,172
-2% -$39.6K
ETN icon
139
Eaton
ETN
$174B
$2.19M 0.12%
36,624
+1,197
+3% +$73.5K
INFO
140
DELISTED
IHS Markit Ltd. Common Shares
INFO
$2.15M 0.12%
65,995
+1,069
+2% +$36.3K
PX
141
DELISTED
Praxair Inc
PX
$2.1M 0.11%
18,710
-255
-1% -$28.9K
RPM icon
142
RPM International
RPM
$15B
$2.1M 0.11%
42,038
-951
-2% -$47.7K
WPP icon
143
WPP
WPP
$5.94B
$2.06M 0.11%
19,763
-731
-4% -$83.6K
IBB icon
144
iShares Biotechnology ETF
IBB
$9.71B
$2.06M 0.11%
24,009
-2,265
-9% -$203K
CHL
145
DELISTED
China Mobile Limited
CHL
$2.05M 0.11%
35,420
+750
+2% +$42.2K
WBA
146
DELISTED
Walgreens Boots Alliance
WBA
$2.03M 0.11%
24,406
-1,357
-5% -$109K
CLX icon
147
Clorox
CLX
$12.7B
$2.02M 0.11%
14,569
-4,000
-22% -$519K
RSP icon
148
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$2.01M 0.11%
25,069
+2,320
+10% +$184K
MIDD icon
149
Middleby
MIDD
$6.08B
$1.95M 0.1%
16,918
-412
-2% -$47.3K
DOV icon
150
Dover
DOV
$28.4B
$1.95M 0.1%
34,783
-11,523
-25% -$621K
4 5
6
7 8

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SCC
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BAM
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ACI
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ACM
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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.