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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
ZBRA icon
276
Zebra Technologies
ZBRA
$17.9B
$817K 0.04%
11,725
+19
+0.2% +$1.42K
C icon
277
Citigroup
C
$227B
$815K 0.04%
15,742
+6,403
+69% +$340K
RBC icon
278
RBC Bearings
RBC
$17.6B
$811K 0.04%
12,565
+309
+3% +$20.6K
PNC icon
279
PNC Financial Services
PNC
$100B
$804K 0.04%
8,436
+444
+6% +$41.2K
RBA icon
280
RB Global
RBA
$17.4B
$797K 0.04%
33,086
+2,215
+7% +$56.8K
TROW icon
281
T. Rowe Price
TROW
$24.3B
$797K 0.04%
11,150
+1,100
+11% +$80.7K
CGNX icon
282
Cognex
CGNX
$10.8B
$796K 0.04%
47,150
+1,702
+4% +$30.4K
NVDA icon
283
NVIDIA
NVDA
$5.27T
$793K 0.04%
963,200
– –
CMP icon
284
Compass Minerals
CMP
$1.13B
$753K 0.04%
9,997
-28
-0.3% -$2.28K
LKQ icon
285
LKQ Corp
LKQ
$6.22B
$742K 0.04%
25,034
-47,071
-65% -$1.37M
PRLB icon
286
Protolabs
PRLB
$2.14B
$739K 0.04%
11,595
+161
+1% +$10.4K
NVO
287
Novo Nordisk
NVO
$209B
$735K 0.04%
25,340
+1,600
+7% +$44.3K
STR
288
DELISTED
QUESTAR CORP
STR
$733K 0.04%
37,615
-712
-2% -$14K
MS icon
289
Morgan Stanley
MS
$338B
$729K 0.04%
22,945
+7,141
+45% +$237K
CDK
290
DELISTED
CDK Global, Inc.
CDK
$722K 0.04%
15,213
-659
-4% -$32K
XLY icon
291
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$711K 0.04%
18,186
– –
ULTI
292
DELISTED
Ultimate Software Group Inc
ULTI
$710K 0.04%
3,630
+618
+21% +$121K
DORM icon
293
Dorman Products
DORM
$3.95B
$703K 0.04%
14,805
+542
+4% +$26.4K
NDSN icon
294
Nordson
NDSN
$17.2B
$697K 0.04%
10,870
-132
-1% -$9.06K
SSNC icon
295
SS&C Technologies
SSNC
$18.7B
$691K 0.04%
20,222
-1,210
-6% -$43K
XLB icon
296
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$689K 0.04%
31,704
+1,400
+5% +$31.1K
INVX
297
Innovex International
INVX
$2.04B
$689K 0.04%
11,625
+983
+9% +$60.9K
PH icon
298
Parker-Hannifin
PH
$134B
$683K 0.04%
7,043
+2,470
+54% +$250K
CLB icon
299
Core Laboratories
CLB
$561M
$674K 0.04%
6,199
-13,865
-69% -$1.59M
MAR icon
300
Marriott International
MAR
$90.9B
$671K 0.04%
10,025
+4,985
+99% +$361K
10 11
12
13 14

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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.