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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
PHG icon
151
Philips
PHG
$26.1B
$1.93M 0.1%
104,529
+12,688
+14% +$246K
TYL icon
152
Tyler Technologies
TYL
$12.8B
$1.92M 0.1%
11,538
-766
-6% -$113K
XRAY icon
153
Dentsply Sirona
XRAY
$2.43B
$1.92M 0.1%
30,873
-3,459
-10% -$213K
TXN icon
154
Texas Instruments
TXN
$261B
$1.91M 0.1%
30,540
-134
-0.4% -$7.96K
AMZN icon
155
Amazon
AMZN
$2.96T
$1.91M 0.1%
53,260
+2,140
+4% +$72.4K
AXP icon
156
American Express
AXP
$230B
$1.9M 0.1%
31,284
-957
-3% -$60.6K
ED icon
157
Consolidated Edison
ED
$39.9B
$1.88M 0.1%
23,411
-235
-1% -$17.7K
HSBC icon
158
HSBC
HSBC
$356B
$1.88M 0.1%
67,455
+1,967
+3% +$55.6K
FMS icon
159
Fresenius Medical Care
FMS
$12.9B
$1.87M 0.1%
42,972
+29,525
+220% +$1.27M
IVW icon
160
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.84M 0.1%
63,100
– –
MCHP icon
161
Microchip Technology
MCHP
$46B
$1.8M 0.1%
71,088
-45,366
-39% -$1.13M
ACC
162
DELISTED
American Campus Communities, Inc.
ACC
$1.8M 0.1%
34,056
-863
-2% -$40.5K
XLK icon
163
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.79M 0.1%
82,380
-5,300
-6% -$115K
EMBJ
164
Embraer S.A. ADS
EMBJ
$13B
$1.78M 0.1%
82,137
+7,631
+10% +$171K
BP icon
165
BP
BP
$107B
$1.78M 0.1%
59,497
-9,979
-14% -$269K
DEO icon
166
Diageo
DEO
$53.6B
$1.77M 0.09%
15,635
+439
+3% +$47.5K
SRCL
167
DELISTED
Stericycle Inc
SRCL
$1.77M 0.09%
16,957
-51,055
-75% -$5.46M
DE icon
168
Deere & Co
DE
$168B
$1.75M 0.09%
21,647
-6,318
-23% -$518K
BAC.PRL icon
169
Bank of America Series L
BAC.PRL
$3.99B
$1.74M 0.09%
1,455
– –
SE
170
DELISTED
Spectra Energy Corp Wi
SE
$1.71M 0.09%
46,668
-25,895
-36% -$826K
BAX icon
171
Baxter International
BAX
$14.2B
$1.69M 0.09%
37,365
-1,439
-4% -$63.1K
BBVA icon
172
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.67M 0.09%
296,919
+26,356
+10% +$166K
ERIC icon
173
Ericsson
ERIC
$33.3B
$1.67M 0.09%
217,369
+6,361
+3% +$52.2K
JCI icon
174
Johnson Controls International
JCI
$92.2B
$1.66M 0.09%
35,867
-14,850
-29% -$654K
IT icon
175
Gartner
IT
$11.7B
$1.64M 0.09%
16,859
-1,487
-8% -$141K
5 6
7
8 9

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BAM
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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.