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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
SNN icon
151
Smith & Nephew
SNN
$12.6B
$2.02M 0.11%
61,593
-3,271
-5% -$110K
EEM icon
152
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$2.02M 0.11%
53,849
+12,860
+31% +$470K
MIDD icon
153
Middleby
MIDD
$5.92B
$2.01M 0.11%
16,274
-644
-4% -$79.1K
AXP icon
154
American Express
AXP
$229B
$1.99M 0.1%
31,105
-179
-0.6% -$11.5K
XLK icon
155
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.99M 0.1%
83,304
+924
+1% +$21.5K
BP icon
156
BP
BP
$110B
$1.94M 0.1%
65,720
+6,223
+10% +$181K
TYL icon
157
Tyler Technologies
TYL
$13B
$1.91M 0.1%
11,144
-394
-3% -$65.7K
WBA
158
DELISTED
Walgreens Boots Alliance
WBA
$1.89M 0.1%
23,424
-982
-4% -$80.1K
IVW icon
159
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.87M 0.1%
61,500
-1,600
-3% -$48.5K
SCHW
160
Charles Schwab
SCHW
$190B
$1.86M 0.1%
58,791
+6,607
+13% +$194K
AER icon
161
AerCap
AER
$23.7B
$1.85M 0.1%
48,023
+1,864
+4% +$70.3K
ERIC icon
162
Ericsson
ERIC
$32.9B
$1.85M 0.1%
256,538
+39,169
+18% +$284K
MCHP icon
163
Microchip Technology
MCHP
$44.3B
$1.82M 0.1%
58,716
-12,372
-17% -$360K
ORAN
164
DELISTED
Orange
ORAN
$1.78M 0.09%
114,573
+26,753
+30% +$412K
BAC.PRL icon
165
Bank of America Series L
BAC.PRL
$4B
$1.78M 0.09%
1,455
– –
DEO icon
166
Diageo
DEO
$53.8B
$1.75M 0.09%
15,103
-532
-3% -$60.8K
FDX icon
167
FedEx
FDX
$76.6B
$1.75M 0.09%
10,037
-22
-0.2% -$3.6K
DOV icon
168
Dover
DOV
$28.4B
$1.74M 0.09%
29,307
-5,476
-16% -$317K
CLX icon
169
Clorox
CLX
$13B
$1.74M 0.09%
13,869
-700
-5% -$91.7K
ED icon
170
Consolidated Edison
ED
$39.3B
$1.72M 0.09%
22,850
-561
-2% -$43.6K
BAX icon
171
Baxter International
BAX
$14.3B
$1.72M 0.09%
36,024
-1,341
-4% -$63.2K
SE
172
DELISTED
Spectra Energy Corp Wi
SE
$1.71M 0.09%
40,072
-6,596
-14% -$251K
KR icon
173
Kroger
KR
$34.8B
$1.71M 0.09%
57,583
-35,762
-38% -$1.19M
ACC
174
DELISTED
American Campus Communities, Inc.
ACC
$1.71M 0.09%
33,588
-468
-1% -$24K
LH icon
175
Labcorp
LH
$25.9B
$1.68M 0.09%
14,244
-165
-1% -$19.4K
5 6
7
8 9

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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 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.