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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
+7.51%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.89B
AUM Growth
+$125M
Cap. Flow
+$9.71M
Cap. Flow %
0.51%
Top 10 Hldgs %
23.29%
Holding
936
New
48
Increased
236
Reduced
268
Closed
56

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M
2
MCD icon
McDonald's
MCD
+$8.27M
3
V icon
Visa
V
+$6.83M
4
BLK icon
Blackrock
BLK
+$6.5M
5
NVS icon
Novartis
NVS
+$6.33M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.4M
2
QCOM icon
Qualcomm
QCOM
+$10.5M
3
MSI icon
Motorola Solutions
MSI
+$8.19M
4
STT icon
State Street
STT
+$6.56M
5
BIIB icon
Biogen
BIIB
+$6.3M

Sector Composition

Rank Sector Weight
1 Healthcare 16.94%
2 Technology 14.51%
3 Financials 13.47%
4 Consumer Discretionary 10.89%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBS icon
226
Webster Financial
WBS
$12.8B
$1.2M 0.06%
32,121
+1,559
+5% +$59K
LYB icon
227
LyondellBasell Industries
LYB
$20.2B
$1.19M 0.06%
13,670
-10
-0.1% -$920
NOV icon
228
NOV
NOV
$7.38B
$1.17M 0.06%
35,015
-44,904
-56% -$1.67M
BH icon
229
Biglari Holdings Class B
BH
$1.21B
$1.16M 0.06%
5,330
– –
CI icon
230
Cigna
CI
$73.6B
$1.15M 0.06%
7,853
– –
WAB icon
231
Wabtec
WAB
$49.7B
$1.13M 0.06%
15,932
-283
-2% -$22.6K
EXC icon
232
Exelon
EXC
$45.8B
$1.12M 0.06%
56,607
+3,259
+6% +$66.1K
BXLT
233
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$1.1M 0.06%
28,214
+1,251
+5% +$43.6K
XLE icon
234
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.09M 0.06%
36,264
+14,030
+63% +$462K
EXPO icon
235
Exponent
EXPO
$3.28B
$1.08M 0.06%
43,288
-1,114
-3% -$28.3K
MAA icon
236
Mid-America Apartment Communities
MAA
$15.4B
$1.08M 0.06%
11,842
+439
+4% +$38.1K
BABA icon
237
Alibaba
BABA
$317B
$1.07M 0.06%
13,173
– –
CAA
238
DELISTED
CalAtlantic Group, Inc.
CAA
$1.06M 0.06%
+27,980
New +$1.12M
TGNA
239
DELISTED
TEGNA Inc
TGNA
$1.06M 0.06%
64,652
-66,159
-51% -$1.12M
PYPL icon
240
PayPal
PYPL
$50.5B
$1.03M 0.05%
28,473
+251
+0.9% +$8.86K
CERN
241
DELISTED
Cerner Corp
CERN
$1.03M 0.05%
17,144
+2,050
+14% +$126K
GD icon
242
General Dynamics
GD
$107B
$1.02M 0.05%
7,417
+1,588
+27% +$227K
IVZ icon
243
Invesco
IVZ
$14B
$994K 0.05%
29,686
+406
+1% +$13.3K
MAT icon
244
Mattel
MAT
$4.21B
$992K 0.05%
36,504
+19,930
+120% +$490K
DUK icon
245
Duke Energy
DUK
$94.5B
$988K 0.05%
13,829
-826
-6% -$58.1K
MJN
246
DELISTED
Mead Johnson Nutrition Company
MJN
$985K 0.05%
12,484
-15,950
-56% -$1.26M
XLP icon
247
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$980K 0.05%
19,410
-775
-4% -$38.5K
J icon
248
Jacobs Solutions
J
$17.2B
$979K 0.05%
28,242
-5,946
-17% -$204K
PBCT
249
DELISTED
People's United Financial Inc
PBCT
$977K 0.05%
60,465
– –
PCL
250
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$977K 0.05%
20,472
+529
+3% +$24K
8 9
10
11 12

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BAM
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ACI
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ACM
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People's United Financial's Q4 2015 Portfolio in Review

As of Q4 2015, People's United Financial held 936 positions worth $1.89B, up 7.1% from $1.76B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q4 2015 filing shows 48 new, 236 increased, 268 reduced and 56 closed positions. Its largest new stake was Alphabet (Google) Class A: 466,800 shares worth $18.2M. The largest sale was Alphabet (Google) Class C, an estimated $17.4M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 17% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q4 2015 buy was Alphabet (Google) Class A: 466,800 shares worth $18.2M.
  • People's United Financial added most to McDonald's in Q4 2015, an estimated $8.27M increase.
  • People's United Financial's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $17.4M.
  • People's United Financial fully exited RYLAND GROUP INC in Q4 2015, selling an estimated $1.11M.
  • People's United Financial's ten largest holdings make up 23% of its $1.89B portfolio in Q4 2015.
  • People's United Financial opened 48 new positions and closed 56 in Q4 2015.
  • People's United Financial's portfolio value rose 7.1% quarter-over-quarter to $1.89B.

Based on People's United Financial's 13F filing for Q4 2015, filed 12 Feb 2016.