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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
LOW icon
126
Lowe's Companies
LOW
$123B
$2.65M 0.14%
36,764
-518
-1% -$40.3K
AZN icon
127
AstraZeneca
AZN
$251B
$2.65M 0.14%
40,303
-20,482
-34% -$1.34M
PHG icon
128
Philips
PHG
$26.3B
$2.6M 0.14%
118,746
+14,217
+14% +$291K
AMZN icon
129
Amazon
AMZN
$3T
$2.57M 0.14%
61,360
+8,100
+15% +$310K
SO icon
130
Southern Company
SO
$105B
$2.55M 0.13%
49,786
+635
+1% +$33.4K
IGSB icon
131
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.5M 0.13%
47,326
-5,770
-11% -$305K
KHC icon
132
Kraft Heinz
KHC
$29.6B
$2.47M 0.13%
27,612
-85
-0.3% -$7.52K
INFO
133
DELISTED
IHS Markit Ltd. Common Shares
INFO
$2.36M 0.12%
62,855
-3,140
-5% -$112K
ETN icon
134
Eaton
ETN
$173B
$2.36M 0.12%
35,844
-780
-2% -$50.4K
NKE icon
135
Nike
NKE
$62.5B
$2.34M 0.12%
44,433
+471
+1% +$26.6K
TTE icon
136
TotalEnergies
TTE
$195B
$2.34M 0.12%
395,722,856
-31,150,000,499
-99% -$21.8M
NGG icon
137
National Grid
NGG
$79.9B
$2.33M 0.12%
33,967
-8,712
-20% -$603K
IBB icon
138
iShares Biotechnology ETF
IBB
$9.82B
$2.31M 0.12%
23,949
-60
-0.2% -$5.71K
XLF icon
139
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.29M 0.12%
118,431
-16,624
-12% -$343K
IVE icon
140
iShares S&P 500 Value ETF
IVE
$50B
$2.25M 0.12%
23,686
-311
-1% -$29.6K
TXN icon
141
Texas Instruments
TXN
$256B
$2.24M 0.12%
31,963
+1,423
+5% +$97K
RPM icon
142
RPM International
RPM
$14.8B
$2.21M 0.12%
41,164
-874
-2% -$46.4K
PX
143
DELISTED
Praxair Inc
PX
$2.17M 0.11%
17,954
-756
-4% -$89.5K
PRU icon
144
Prudential Financial
PRU
$42.1B
$2.14M 0.11%
26,175
-5,530
-17% -$424K
HSBC icon
145
HSBC
HSBC
$354B
$2.13M 0.11%
62,657
-4,798
-7% -$151K
GS icon
146
Goldman Sachs
GS
$301B
$2.12M 0.11%
13,144
+3,964
+43% +$644K
CHL
147
DELISTED
China Mobile Limited
CHL
$2.09M 0.11%
33,984
-1,436
-4% -$88.1K
WPP icon
148
WPP
WPP
$5.76B
$2.05M 0.11%
17,433
-2,330
-12% -$266K
F icon
149
Ford
F
$55.8B
$2.05M 0.11%
169,657
-33,140
-16% -$418K
FMS icon
150
Fresenius Medical Care
FMS
$13B
$2.03M 0.11%
46,369
+3,397
+8% +$152K
4 5
6
7 8

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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.