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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
PSMT icon
251
Pricesmart
PSMT
$5.21B
$970K 0.05%
11,690
+262
+2% +$22.7K
SYK icon
252
Stryker
SYK
$133B
$950K 0.05%
10,216
-5
-0% -$479
NTT
253
DELISTED
Nippon Telegraph & Telephone
NTT
$950K 0.05%
23,909
-38,857
-62% -$1.47M
IYR icon
254
iShares US Real Estate ETF
IYR
$4.52B
$945K 0.05%
12,580
+6,000
+91% +$448K
AET
255
DELISTED
Aetna Inc
AET
$938K 0.05%
8,675
-225
-3% -$24.3K
VAR
256
DELISTED
Varian Medical Systems, Inc.
VAR
$934K 0.05%
13,168
-16,611
-56% -$1.15M
IWF icon
257
iShares Russell 1000 Growth ETF
IWF
$127B
$933K 0.05%
37,512
+5,136
+16% +$128K
FNF icon
258
Fidelity National Financial
FNF
$12.9B
$923K 0.05%
38,346
+5,918
+18% +$144K
PRA
259
DELISTED
ProAssurance
PRA
$916K 0.05%
18,869
+1,132
+6% +$58.2K
PRGO icon
260
Perrigo
PRGO
$1.75B
$911K 0.05%
6,290
-4,626
-42% -$711K
CNL
261
DELISTED
CLECO CRP (HOLDING CO)
CNL
$895K 0.05%
17,138
-6,832
-29% -$355K
EEM icon
262
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$879K 0.05%
27,294
-3,657
-12% -$125K
WY icon
263
Weyerhaeuser
WY
$18.2B
$878K 0.05%
29,268
-872
-3% -$26.3K
YUM icon
264
Yum! Brands
YUM
$39.7B
$877K 0.05%
16,703
+3,317
+25% +$173K
TPR icon
265
Tapestry
TPR
$33.3B
$866K 0.05%
26,470
-64,908
-71% -$2.02M
GBCI icon
266
Glacier Bancorp
GBCI
$6.35B
$864K 0.05%
32,550
+224
+0.7% +$6.2K
WST icon
267
West Pharmaceutical
WST
$24.8B
$862K 0.05%
14,317
+286
+2% +$17.2K
ATR icon
268
AptarGroup
ATR
$8.5B
$854K 0.05%
11,761
+193
+2% +$13.9K
FNFG
269
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$851K 0.05%
78,395
+32
+0% +$341
VRSK icon
270
Verisk Analytics
VRSK
$23.6B
$850K 0.05%
11,055
-16,058
-59% -$1.22M
VFC icon
271
VF Corp
VFC
$5.86B
$841K 0.04%
14,336
-533
-4% -$33.3K
SYA
272
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$838K 0.04%
26,369
+1,148
+5% +$36.4K
SLH
273
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$833K 0.04%
15,190
+515
+4% +$28K
TAP icon
274
Molson Coors Class B
TAP
$7.93B
$823K 0.04%
8,760
-5,956
-40% -$537K
ICUI icon
275
ICU Medical
ICUI
$4.56B
$822K 0.04%
7,286
+709
+11% +$78.4K
9 10
11
12 13

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.