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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
MD icon
201
Pediatrix Medical
MD
$2.2B
$1.34M 0.07%
18,525
-2,729
-13% -$188K
MON
202
DELISTED
Monsanto Co
MON
$1.34M 0.07%
12,959
+426
+3% +$42.2K
MAA icon
203
Mid-America Apartment Communities
MAA
$15.7B
$1.33M 0.07%
12,539
-129
-1% -$13K
CI icon
204
Cigna
CI
$74.6B
$1.32M 0.07%
10,328
+1,100
+12% +$145K
SCHW
205
Charles Schwab
SCHW
$187B
$1.32M 0.07%
52,184
+211
+0.4% +$6K
MA icon
206
Mastercard
MA
$493B
$1.29M 0.07%
14,637
+93
+0.6% +$8.88K
EPD icon
207
Enterprise Products Partners
EPD
$81.7B
$1.26M 0.07%
43,171
+888
+2% +$23.8K
HAL icon
208
Halliburton
HAL
$26.6B
$1.26M 0.07%
27,840
+322
+1% +$13.2K
BLKB icon
209
Blackbaud
BLKB
$2.08B
$1.23M 0.07%
18,103
-1,570
-8% -$99.2K
WBS icon
210
Webster Financial
WBS
$12.8B
$1.22M 0.07%
35,814
+1,923
+6% +$70K
IWM icon
211
iShares Russell 2000 ETF
IWM
$81.9B
$1.22M 0.07%
10,571
+96
+0.9% +$10.8K
SYK icon
212
Stryker
SYK
$130B
$1.21M 0.06%
10,097
+105
+1% +$11.7K
EXPO icon
213
Exponent
EXPO
$3.24B
$1.2M 0.06%
41,052
-1,880
-4% -$48.9K
TFC icon
214
Truist Financial
TFC
$64B
$1.19M 0.06%
33,538
-9,080
-21% -$317K
EXC icon
215
Exelon
EXC
$47B
$1.19M 0.06%
45,774
-9,832
-18% -$243K
FRC
216
DELISTED
First Republic Bank
FRC
$1.18M 0.06%
16,865
-904
-5% -$62.6K
ALGN icon
217
Align Technology
ALGN
$12.3B
$1.17M 0.06%
14,515
-1,656
-10% -$127K
WAB icon
218
Wabtec
WAB
$49.3B
$1.15M 0.06%
16,341
-257
-2% -$20K
VEU icon
219
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$1.15M 0.06%
26,745
+1,304
+5% +$56.5K
WST icon
220
West Pharmaceutical
WST
$24.9B
$1.14M 0.06%
15,005
-583
-4% -$42.4K
MAT icon
221
Mattel
MAT
$4.23B
$1.14M 0.06%
36,393
-1,481
-4% -$47K
WMB icon
222
Williams Companies
WMB
$86.1B
$1.14M 0.06%
52,554
-2,375
-4% -$47.7K
IWF icon
223
iShares Russell 1000 Growth ETF
IWF
$128B
$1.13M 0.06%
44,928
+7,952
+22% +$199K
PYPL icon
224
PayPal
PYPL
$50.5B
$1.12M 0.06%
30,603
+6,225
+26% +$238K
RBA icon
225
RB Global
RBA
$17.5B
$1.11M 0.06%
33,030
-1,108
-3% -$34.3K
7 8
9
10 11

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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.