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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NWL icon
226
Newell Brands
NWL
$2.51B
$1.14M 0.06%
28,726
-3,291
-10% -$138K
ANSS
227
DELISTED
Ansys
ANSS
$1.14M 0.06%
12,937
-1,032
-7% -$94.8K
LYB icon
228
LyondellBasell Industries
LYB
$20.2B
$1.14M 0.06%
13,680
+56
+0.4% +$4.98K
FRC
229
DELISTED
First Republic Bank
FRC
$1.14M 0.06%
18,126
-365
-2% -$22.8K
IWM icon
230
iShares Russell 2000 ETF
IWM
$81.5B
$1.14M 0.06%
10,395
-1,685
-14% -$200K
GS icon
231
Goldman Sachs
GS
$301B
$1.13M 0.06%
6,513
+147
+2% +$28.8K
EXC icon
232
Exelon
EXC
$45.8B
$1.13M 0.06%
53,348
-7,399
-12% -$166K
RYL
233
DELISTED
RYLAND GROUP INC
RYL
$1.11M 0.06%
27,191
+247
+0.9% +$11K
HAL icon
234
Halliburton
HAL
$28B
$1.09M 0.06%
30,898
-941
-3% -$37K
WBS icon
235
Webster Financial
WBS
$12.8B
$1.09M 0.06%
30,562
-785
-3% -$29.2K
SCHW
236
Charles Schwab
SCHW
$187B
$1.07M 0.06%
37,473
– –
CI icon
237
Cigna
CI
$73.6B
$1.06M 0.06%
7,853
-7,117
-48% -$1.03M
J icon
238
Jacobs Solutions
J
$17.2B
$1.06M 0.06%
34,188
-12,307
-26% -$412K
DUK icon
239
Duke Energy
DUK
$94.5B
$1.05M 0.06%
14,655
-2,429
-14% -$176K
RSG icon
240
Republic Services
RSG
$65.7B
$1.04M 0.06%
25,369
+1,030
+4% +$42.4K
STE icon
241
Steris
STE
$23.3B
$1.02M 0.06%
15,680
-123
-0.8% -$8.13K
MON
242
DELISTED
Monsanto Co
MON
$1.02M 0.06%
11,923
-53
-0.4% -$5.24K
EEM icon
243
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$1.01M 0.06%
30,951
-3,465
-10% -$122K
EXPO icon
244
Exponent
EXPO
$3.21B
$989K 0.06%
44,402
+1,710
+4% +$37.6K
AET
245
DELISTED
Aetna Inc
AET
$974K 0.06%
8,900
-1,324
-13% -$153K
SYK icon
246
Stryker
SYK
$133B
$962K 0.05%
10,221
-238
-2% -$23.6K
VFC icon
247
VF Corp
VFC
$5.86B
$955K 0.05%
14,869
-178
-1% -$12.2K
XLP icon
248
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$953K 0.05%
20,185
-1,165
-5% -$56.6K
PBCT
249
DELISTED
People's United Financial Inc
PBCT
$951K 0.05%
60,465
-275
-0.5% -$4.37K
ALGN icon
250
Align Technology
ALGN
$12.5B
$950K 0.05%
16,736
+2,715
+19% +$162K
8 9
10
11 12

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

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 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.