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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
-0.42%
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
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
251
Stryker
SYK
$131B
$999K 0.05%
10,459
+1,123
+12% +$106K
ERIC icon
252
Ericsson
ERIC
$32.9B
$997K 0.05%
95,476
+95,276
+47,638% +$1.1M
ED icon
253
Consolidated Edison
ED
$39.4B
$991K 0.05%
17,115
-447
-3% -$27K
FCX icon
254
Freeport-McMoran
FCX
$98.9B
$991K 0.05%
53,202
-400
-0.7% -$8.26K
VFC icon
255
VF Corp
VFC
$5.83B
$988K 0.05%
15,047
-768
-5% -$51.9K
PSMT icon
256
Pricesmart
PSMT
$5.26B
$986K 0.05%
10,807
+712
+7% +$59.6K
CPHD
257
DELISTED
Cepheid Inc
CPHD
$986K 0.05%
16,111
-185
-1% -$10.5K
PBCT
258
DELISTED
People's United Financial Inc
PBCT
$985K 0.05%
60,740
– –
KEX icon
259
Kirby Corp
KEX
$6.95B
$975K 0.05%
12,721
-441
-3% -$34.9K
CERN
260
DELISTED
Cerner Corp
CERN
$973K 0.05%
14,096
-2,692
-16% -$188K
EXPO icon
261
Exponent
EXPO
$3.25B
$956K 0.05%
42,692
+2,112
+5% +$46.4K
GD icon
262
General Dynamics
GD
$107B
$954K 0.05%
6,730
+171
+3% +$23.7K
RSG icon
263
Republic Services
RSG
$65.8B
$953K 0.05%
24,339
+2,799
+13% +$113K
WAT icon
264
Waters Corp
WAT
$40.3B
$952K 0.05%
7,415
-1,659
-18% -$215K
YUM icon
265
Yum! Brands
YUM
$40B
$920K 0.05%
14,206
+745
+6% +$47.2K
MS icon
266
Morgan Stanley
MS
$338B
$917K 0.05%
23,650
+17
+0.1% +$647
CEB
267
DELISTED
CEB Inc.
CEB
$911K 0.05%
10,462
+47
+0.5% +$4K
CDK
268
DELISTED
CDK Global, Inc.
CDK
$908K 0.05%
16,805
-2,665
-14% -$137K
FNF icon
269
Fidelity National Financial
FNF
$13B
$902K 0.05%
35,143
-13,983
-28% -$361K
XLE icon
270
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$899K 0.05%
23,916
-900
-4% -$35.7K
CGNX icon
271
Cognex
CGNX
$10.8B
$898K 0.05%
37,358
+9,630
+35% +$237K
ROK icon
272
Rockwell Automation
ROK
$48.6B
$892K 0.05%
7,158
+109
+2% +$13.1K
AMLP icon
273
Alerian MLP ETF
AMLP
$13.2B
$891K 0.05%
11,451
+856
+8% +$71.2K
RBC icon
274
RBC Bearings
RBC
$17.6B
$888K 0.05%
12,380
+514
+4% +$37.8K
ALGN icon
275
Align Technology
ALGN
$12.5B
$880K 0.05%
14,021
+5,898
+73% +$348K
9 10
11
12 13

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BAM
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ACI
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ACM
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People's United Financial's Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

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

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.