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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
+2.68%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
+$34.4M
Cap. Flow
-$2.44M
Cap. Flow %
-0.13%
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
EMC
EMC CORPORATION
EMC
+$5.07M
2
DHR icon
Danaher
DHR
+$2.6M
3
HAR
Harman International Industries
HAR
+$2.52M
4
AZN icon
AstraZeneca
AZN
+$1.34M
5
EMBJ
Embraer S.A. ADS
EMBJ
+$1.26M

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
MCD icon
1
McDonald's
MCD
$192B
$85.3M 4.49%
739,234
+174
+0% +$20.6K
AAPL icon
2
Apple
AAPL
$4.54T
$59.9M 3.15%
2,119,952
+112
+0% +$2.96K
XOM icon
3
ExxonMobil
XOM
$644B
$48.7M 2.56%
557,519
-4,652
-0.8% -$413K
JNJ icon
4
Johnson & Johnson
JNJ
$618B
$44.4M 2.34%
375,883
+6,495
+2% +$788K
MSFT icon
5
Microsoft
MSFT
$3.45T
$42.4M 2.23%
735,975
-8,852
-1% -$500K
JPM icon
6
JPMorgan Chase
JPM
$935B
$40.4M 2.13%
607,335
+5,384
+0.9% +$351K
HD icon
7
Home Depot
HD
$331B
$35.7M 1.88%
277,047
-3,231
-1% -$431K
PG icon
8
Procter & Gamble
PG
$336B
$35M 1.84%
389,975
+6,413
+2% +$557K
INTC icon
9
Intel
INTC
$455B
$33.9M 1.78%
898,014
-13,331
-1% -$472K
GE icon
10
GE Aerospace
GE
$374B
$30.6M 1.61%
215,858
+896
+0.4% +$134K
CSCO icon
11
Cisco
CSCO
$457B
$25.8M 1.36%
813,939
+20,097
+3% +$618K
HON icon
12
Honeywell
HON
$77B
$24.6M 1.29%
234,667
+6,084
+3% +$636K
PEP icon
13
PepsiCo
PEP
$190B
$24.6M 1.29%
225,713
+9,945
+5% +$1.07M
DIS icon
14
Walt Disney
DIS
$167B
$24.4M 1.29%
262,958
+7,593
+3% +$727K
BA icon
15
Boeing
BA
$171B
$24.3M 1.28%
184,679
+2,185
+1% +$288K
WFC icon
16
Wells Fargo
WFC
$261B
$24M 1.26%
542,610
-24,671
-4% -$1.18M
MMM icon
17
3M
MMM
$90.9B
$23M 1.21%
156,349
+1,235
+0.8% +$184K
CVX icon
18
Chevron
CVX
$392B
$22.2M 1.17%
215,400
+13,591
+7% +$1.39M
TMO icon
19
Thermo Fisher Scientific
TMO
$213B
$21.5M 1.13%
135,071
-114
-0.1% -$17.6K
CVS icon
20
CVS Health
CVS
$133B
$19.8M 1.04%
222,532
+1,197
+0.5% +$113K
PFE icon
21
Pfizer
PFE
$143B
$19.6M 1.03%
610,192
+4,175
+0.7% +$140K
GILD icon
22
Gilead Sciences
GILD
$162B
$19.2M 1.01%
242,819
-8,652
-3% -$703K
MDT icon
23
Medtronic
MDT
$109B
$19M 1%
220,356
+14,514
+7% +$1.26M
T icon
24
AT&T
T
$159B
$19M 1%
620,373
-2,086
-0.3% -$65.9K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.36T
$17.9M 0.94%
445,780
+6,640
+2% +$260K
1
2 3 4 5

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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 EMC CORPORATION, an estimated $5.07M.

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 Danaher, cutting an estimated $2.6M.
  • 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.