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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
YUM icon
251
Yum! Brands
YUM
$39.7B
$965K 0.05%
16,386
-317
-2% -$16.6K
PBE icon
252
Invesco Biotechnology & Genome ETF
PBE
$358M
$946K 0.05%
24,700
-300
-1% -$11.7K
PYPL icon
253
PayPal
PYPL
$50.5B
$941K 0.05%
24,378
-4,095
-14% -$148K
ZBRA icon
254
Zebra Technologies
ZBRA
$17.9B
$941K 0.05%
13,630
+1,905
+16% +$119K
IYR icon
255
iShares US Real Estate ETF
IYR
$4.52B
$933K 0.05%
11,980
-600
-5% -$43.5K
RBC icon
256
RBC Bearings
RBC
$17.6B
$932K 0.05%
12,725
+160
+1% +$10.1K
RBA icon
257
RB Global
RBA
$17.4B
$925K 0.05%
34,138
+1,052
+3% +$24.8K
IWF icon
258
iShares Russell 1000 Growth ETF
IWF
$127B
$922K 0.05%
36,976
-536
-1% -$12.7K
GG
259
DELISTED
Goldcorp Inc
GG
$918K 0.05%
56,570
+1,581
+3% +$22K
J icon
260
Jacobs Solutions
J
$17.2B
$904K 0.05%
25,080
-3,162
-11% -$103K
CAH icon
261
Cardinal Health
CAH
$55.5B
$893K 0.05%
10,901
-7,880
-42% -$641K
WMB icon
262
Williams Companies
WMB
$87.9B
$883K 0.05%
54,929
-3,820
-7% -$65.7K
AET
263
DELISTED
Aetna Inc
AET
$877K 0.05%
7,811
-864
-10% -$92.4K
IVZ icon
264
Invesco
IVZ
$14B
$851K 0.05%
27,641
-2,045
-7% -$59K
CAA
265
DELISTED
CalAtlantic Group, Inc.
CAA
$849K 0.05%
25,407
-2,573
-9% -$80.5K
NVDA icon
266
NVIDIA
NVDA
$5.27T
$847K 0.04%
951,200
-12,000
-1% -$9.15K
URBN icon
267
Urban Outfitters
URBN
$6.81B
$845K 0.04%
25,548
+951
+4% +$25.1K
XLY icon
268
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$838K 0.04%
21,186
+3,000
+16% +$112K
NDSN icon
269
Nordson
NDSN
$17.2B
$836K 0.04%
10,998
+128
+1% +$8.44K
TAP icon
270
Molson Coors Class B
TAP
$7.93B
$824K 0.04%
8,566
-194
-2% -$17.3K
ULTI
271
DELISTED
Ultimate Software Group Inc
ULTI
$822K 0.04%
4,248
+618
+17% +$108K
ICUI icon
272
ICU Medical
ICUI
$4.56B
$788K 0.04%
7,568
+282
+4% +$27K
FNFG
273
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$785K 0.04%
81,145
+2,750
+4% +$26.6K
CERN
274
DELISTED
Cerner Corp
CERN
$775K 0.04%
14,619
-2,525
-15% -$138K
FNF icon
275
Fidelity National Financial
FNF
$12.9B
$769K 0.04%
32,655
-5,691
-15% -$127K
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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OSIA
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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.