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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
AFL icon
176
Aflac
AFL
$62.6B
$1.64M 0.09%
45,428
+196
+0.4% +$6.69K
HSY icon
177
Hershey
HSY
$36.6B
$1.64M 0.09%
14,435
-700
-5% -$65.5K
AEG icon
178
Aegon
AEG
$14.1B
$1.64M 0.09%
549,367
+52,257
+11% +$196K
LH icon
179
Labcorp
LH
$25.9B
$1.61M 0.09%
14,409
-702
-5% -$75.5K
MSI icon
180
Motorola Solutions
MSI
$77.4B
$1.57M 0.08%
23,864
-14,910
-38% -$1.06M
BSV icon
181
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.57M 0.08%
19,333
-170
-0.9% -$13.7K
AER icon
182
AerCap
AER
$23.8B
$1.55M 0.08%
+46,159
New +$1.77M
DUK icon
183
Duke Energy
DUK
$97.3B
$1.53M 0.08%
17,873
+2,821
+19% +$225K
FDX icon
184
FedEx
FDX
$75.4B
$1.53M 0.08%
10,059
-4,123
-29% -$669K
ZBH icon
185
Zimmer Biomet
ZBH
$18.4B
$1.5M 0.08%
12,819
-103
-0.8% -$11.7K
RSG icon
186
Republic Services
RSG
$65.7B
$1.47M 0.08%
28,667
-426
-1% -$20.4K
DD icon
187
DuPont de Nemours
DD
$19.2B
$1.46M 0.08%
11,590
+451
+4% +$59.3K
MTB icon
188
M&T Bank
MTB
$36.2B
$1.46M 0.08%
12,306
-1,882
-13% -$218K
ORAN
189
DELISTED
Orange
ORAN
$1.44M 0.08%
+87,820
New +$1.47M
BH icon
190
Biglari Holdings Class B
BH
$1.21B
$1.43M 0.08%
5,330
– –
TTC icon
191
Toro Company
TTC
$9.49B
$1.42M 0.08%
32,260
-2,442
-7% -$107K
XLV icon
192
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$1.41M 0.08%
19,667
-14,736
-43% -$1.04M
EEM icon
193
iShares MSCI Emerging Markets ETF
EEM
$30B
$1.41M 0.08%
40,989
+10,076
+33% +$338K
TWX
194
DELISTED
Time Warner Inc
TWX
$1.4M 0.08%
19,022
-50
-0.3% -$3.7K
SPG icon
195
Simon Property Group
SPG
$72.3B
$1.4M 0.07%
6,445
-4,225
-40% -$862K
NWL icon
196
Newell Brands
NWL
$2.56B
$1.37M 0.07%
28,244
+937
+3% +$43.8K
LHX icon
197
L3Harris
LHX
$53.4B
$1.37M 0.07%
16,438
+27
+0.2% +$2.13K
GS icon
198
Goldman Sachs
GS
$303B
$1.36M 0.07%
9,180
+2,095
+30% +$327K
ITW icon
199
Illinois Tool Works
ITW
$84.5B
$1.35M 0.07%
12,957
-3,595
-22% -$376K
CSGP icon
200
CoStar Group
CSGP
$12.3B
$1.35M 0.07%
61,650
-4,730
-7% -$93.5K
6 7
8
9 10

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SCC
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BAM
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ACI
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ACM
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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.