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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
CI icon
201
Cigna
CI
$73.7B
$1.36M 0.07%
10,428
+100
+1% +$13.1K
WBS icon
202
Webster Financial
WBS
$12.8B
$1.35M 0.07%
35,619
-195
-0.5% -$7.18K
HSY icon
203
Hershey
HSY
$36.6B
$1.35M 0.07%
14,131
-304
-2% -$32.2K
WMB icon
204
Williams Companies
WMB
$87.3B
$1.35M 0.07%
43,874
-8,680
-17% -$230K
WAB icon
205
Wabtec
WAB
$49.2B
$1.31M 0.07%
16,001
-340
-2% -$25K
CSGP icon
206
CoStar Group
CSGP
$12.5B
$1.3M 0.07%
59,950
-1,700
-3% -$36.2K
FRC
207
DELISTED
First Republic Bank
FRC
$1.29M 0.07%
16,709
-156
-0.9% -$11.5K
IWF icon
208
iShares Russell 1000 Growth ETF
IWF
$127B
$1.27M 0.07%
48,776
+3,848
+9% +$100K
ALGN icon
209
Align Technology
ALGN
$12.5B
$1.26M 0.07%
13,477
-1,038
-7% -$93.9K
TFC icon
210
Truist Financial
TFC
$63.4B
$1.26M 0.07%
33,456
-82
-0.2% -$3.05K
TEL icon
211
TE Connectivity
TEL
$62.6B
$1.25M 0.07%
19,345
-173
-0.9% -$10.6K
BABA icon
212
Alibaba
BABA
$316B
$1.23M 0.06%
11,662
-1,040
-8% -$96.4K
DORM icon
213
Dorman Products
DORM
$3.97B
$1.2M 0.06%
18,731
-41
-0.2% -$2.52K
XLV icon
214
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$1.2M 0.06%
16,587
-3,080
-16% -$227K
AROW icon
215
Arrow Financial
AROW
$642M
$1.16M 0.06%
43,547
-1
-0% -$25
BLKB icon
216
Blackbaud
BLKB
$2.11B
$1.16M 0.06%
17,484
-619
-3% -$41.9K
MAA icon
217
Mid-America Apartment Communities
MAA
$15.4B
$1.16M 0.06%
12,314
-225
-2% -$22.4K
EPD icon
218
Enterprise Products Partners
EPD
$82B
$1.16M 0.06%
41,762
-1,409
-3% -$38.9K
YUM icon
219
Yum! Brands
YUM
$40B
$1.15M 0.06%
17,559
+1,556
+10% +$99.3K
RBA icon
220
RB Global
RBA
$17.3B
$1.13M 0.06%
32,327
-703
-2% -$22.9K
SIVB
221
DELISTED
SVB Financial Group
SIVB
$1.13M 0.06%
10,240
-424
-4% -$44.1K
STE icon
222
Steris
STE
$23.1B
$1.13M 0.06%
15,466
-562
-4% -$39.7K
SYK icon
223
Stryker
SYK
$131B
$1.12M 0.06%
9,662
-435
-4% -$50.7K
VEU icon
224
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$1.12M 0.06%
24,613
-2,132
-8% -$95.3K
CGNX icon
225
Cognex
CGNX
$10.8B
$1.11M 0.06%
42,074
-1,486
-3% -$35.6K
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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MXM
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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.