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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
BBVA icon
176
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.68M 0.09%
286,820
-10,099
-3% -$58.3K
ZBH icon
177
Zimmer Biomet
ZBH
$18.4B
$1.62M 0.09%
12,830
+11
+0.1% +$1.36K
AFL icon
178
Aflac
AFL
$61.5B
$1.61M 0.09%
44,932
-496
-1% -$18.1K
AEG icon
179
Aegon
AEG
$14B
$1.61M 0.08%
540,718
-8,649
-2% -$25.8K
XRAY icon
180
Dentsply Sirona
XRAY
$2.36B
$1.6M 0.08%
26,973
-3,900
-13% -$240K
BSV icon
181
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.55M 0.08%
19,208
-125
-0.6% -$10.1K
BH icon
182
Biglari Holdings Class B
BH
$1.2B
$1.55M 0.08%
5,330
– –
DD icon
183
DuPont de Nemours
DD
$19.2B
$1.53M 0.08%
11,688
+98
+0.8% +$13.1K
ITW icon
184
Illinois Tool Works
ITW
$84.1B
$1.5M 0.08%
12,533
-424
-3% -$49.2K
JCI icon
185
Johnson Controls International
JCI
$91.7B
$1.5M 0.08%
32,139
-3,728
-10% -$173K
MA icon
186
Mastercard
MA
$491B
$1.48M 0.08%
14,507
-130
-0.9% -$12.5K
LHX icon
187
L3Harris
LHX
$54.4B
$1.47M 0.08%
16,086
-352
-2% -$31.3K
PKG icon
188
Packaging Corp of America
PKG
$22.7B
$1.46M 0.08%
17,912
+2,205
+14% +$168K
IT icon
189
Gartner
IT
$12.1B
$1.45M 0.08%
16,416
-443
-3% -$41.6K
TTC icon
190
Toro Company
TTC
$9.35B
$1.45M 0.08%
30,897
-1,363
-4% -$63.8K
HAL icon
191
Halliburton
HAL
$27.9B
$1.45M 0.08%
32,219
+4,379
+16% +$191K
RSG icon
192
Republic Services
RSG
$65.8B
$1.44M 0.08%
28,565
-102
-0.4% -$5.23K
DE icon
193
Deere & Co
DE
$163B
$1.43M 0.08%
16,780
-4,867
-22% -$398K
DUK icon
194
Duke Energy
DUK
$95.3B
$1.43M 0.08%
17,875
+2
+0% +$166
PYPL icon
195
PayPal
PYPL
$50B
$1.42M 0.07%
34,715
+4,112
+13% +$158K
MON
196
DELISTED
Monsanto Co
MON
$1.41M 0.07%
13,812
+853
+7% +$89.5K
MTB icon
197
M&T Bank
MTB
$36.1B
$1.41M 0.07%
12,149
-157
-1% -$18.2K
IWM icon
198
iShares Russell 2000 ETF
IWM
$81.4B
$1.38M 0.07%
11,071
+500
+5% +$60.8K
TWX
199
DELISTED
Time Warner Inc
TWX
$1.37M 0.07%
17,172
-1,850
-10% -$145K
PBCT
200
DELISTED
People's United Financial Inc
PBCT
$1.36M 0.07%
86,105
+14,596
+20% +$227K
6 7
8
9 10

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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.