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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
+1.85%
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
-$2.11M
Cap. Flow
-$18.9M
Cap. Flow %
-1%
Top 10 Hldgs %
24.1%
Holding
915
New
35
Increased
219
Reduced
286
Closed
42

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$13M
2
MDT icon
Medtronic
MDT
+$11M
3
JNJ icon
Johnson & Johnson
JNJ
+$4.59M
4
BLK icon
Blackrock
BLK
+$3.47M
5
DIS icon
Walt Disney
DIS
+$2.89M

Top Sells

Rank Stock Value
1
CB
CHUBB CORPORATION
CB
+$18.3M
2
ESRX
Express Scripts Holding Company
ESRX
+$11.2M
3
GT icon
Goodyear
GT
+$4.28M
4
STT icon
State Street
STT
+$3.71M
5
QCOM icon
Qualcomm
QCOM
+$3.5M

Sector Composition

Rank Sector Weight
1 Healthcare 16.29%
2 Technology 14.67%
3 Financials 12.35%
4 Consumer Discretionary 11.02%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
226
Goldman Sachs
GS
$301B
$1.11M 0.06%
7,085
+37
+0.5% +$5.72K
MON
227
DELISTED
Monsanto Co
MON
$1.1M 0.06%
12,533
-141
-1% -$12.7K
VEU icon
228
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$1.1M 0.06%
25,441
-27,780
-52% -$1.14M
EXPO icon
229
Exponent
EXPO
$3.21B
$1.09M 0.06%
42,932
-356
-0.8% -$8.6K
TEVA icon
230
Teva Pharmaceuticals
TEVA
$42.1B
$1.09M 0.06%
20,392
-861
-4% -$50.5K
ANSS
231
DELISTED
Ansys
ANSS
$1.08M 0.06%
12,071
-923
-7% -$79.6K
WST icon
232
West Pharmaceutical
WST
$24.8B
$1.08M 0.06%
15,588
+1,271
+9% +$76.5K
SYK icon
233
Stryker
SYK
$133B
$1.07M 0.06%
9,992
-224
-2% -$22.1K
EEM icon
234
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$1.06M 0.06%
30,913
+3,619
+13% +$112K
PBCT
235
DELISTED
People's United Financial Inc
PBCT
$1.05M 0.06%
65,965
+5,500
+9% +$82.5K
GD icon
236
General Dynamics
GD
$107B
$1.05M 0.06%
7,977
+560
+8% +$74.2K
STWD icon
237
Starwood Property Trust
STWD
$6.16B
$1.05M 0.06%
55,254
-71,390
-56% -$1.32M
EPD icon
238
Enterprise Products Partners
EPD
$82B
$1.04M 0.06%
42,283
-5,957
-12% -$139K
SIVB
239
DELISTED
SVB Financial Group
SIVB
$1.03M 0.05%
10,109
-82
-0.8% -$7.93K
PSMT icon
240
Pricesmart
PSMT
$5.21B
$1.03M 0.05%
12,130
+440
+4% +$34.2K
BABA icon
241
Alibaba
BABA
$317B
$1.02M 0.05%
12,898
-275
-2% -$19.4K
BCS icon
242
Barclays
BCS
$94.2B
$1.01M 0.05%
125,464
-26,085
-17% -$243K
ATR icon
243
AptarGroup
ATR
$8.5B
$999K 0.05%
12,738
+977
+8% +$71.7K
PRLB icon
244
Protolabs
PRLB
$2.14B
$991K 0.05%
12,857
+1,262
+11% +$81.5K
PRA
245
DELISTED
ProAssurance
PRA
$986K 0.05%
19,484
+615
+3% +$30.3K
HAL icon
246
Halliburton
HAL
$28B
$983K 0.05%
27,518
-9,684
-26% -$316K
DORM icon
247
Dorman Products
DORM
$3.95B
$982K 0.05%
18,052
+3,247
+22% +$154K
XLP icon
248
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$976K 0.05%
18,373
-1,037
-5% -$52.7K
STR
249
DELISTED
QUESTAR CORP
STR
$976K 0.05%
39,371
+1,756
+5% +$40.6K
CGNX icon
250
Cognex
CGNX
$10.8B
$966K 0.05%
49,616
+2,466
+5% +$43K
8 9
10
11 12

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People's United Financial's Q1 2016 Portfolio in Review

As of Q1 2016, People's United Financial held 915 positions worth $1.89B, down 0.11% from $1.89B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q1 2016 filing shows 35 new, 219 increased, 286 reduced and 42 closed positions. Its largest new stake was Fresenius Medical Care: 13,447 shares worth $593K. The largest sale was CHUBB CORPORATION, an estimated $18.3M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q1 2016 buy was Fresenius Medical Care: 13,447 shares worth $593K.
  • People's United Financial added most to Chubb in Q1 2016, an estimated $13M increase.
  • People's United Financial's biggest Q1 2016 reduction was Express Scripts Holding Company, cutting an estimated $11.2M.
  • People's United Financial fully exited CHUBB CORPORATION in Q1 2016, selling an estimated $18.3M.
  • People's United Financial's ten largest holdings make up 24% of its $1.89B portfolio in Q1 2016.
  • People's United Financial opened 35 new positions and closed 42 in Q1 2016.
  • People's United Financial's portfolio value fell 0.11% quarter-over-quarter to $1.89B.

Based on People's United Financial's 13F filing for Q1 2016, filed 11 May 2016.