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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
MINI
301
DELISTED
Mobile Mini Inc
MINI
$739K 0.04%
17,581
+1,388
+9% +$56.9K
IXJ icon
302
iShares Global Healthcare ETF
IXJ
$4.23B
$730K 0.04%
13,426
-1,950
-13% -$107K
IYH icon
303
iShares US Healthcare ETF
IYH
$3.76B
$721K 0.04%
22,730
+1,160
+5% +$36.5K
ADI icon
304
Analog Devices
ADI
$188B
$712K 0.04%
11,078
-922
-8% -$59.8K
NHI icon
305
National Health Investors
NHI
$3.6B
$710K 0.04%
11,407
+430
+4% +$28.8K
PRLB icon
306
Protolabs
PRLB
$2.14B
$710K 0.04%
10,515
+231
+2% +$16.3K
KS
307
DELISTED
KapStone Paper and Pack Corp.
KS
$700K 0.04%
30,301
+1,696
+6% +$46.8K
HTLD icon
308
Heartland Express
HTLD
$917M
$698K 0.04%
34,531
+934
+3% +$20K
JWN
309
DELISTED
Nordstrom
JWN
$696K 0.04%
9,345
+1,380
+17% +$105K
XLY icon
310
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$695K 0.04%
18,186
+1,050
+6% +$40.2K
WHR icon
311
Whirlpool
WHR
$2.74B
$682K 0.04%
3,942
-94
-2% -$17.7K
SSNC icon
312
SS&C Technologies
SSNC
$18.7B
$677K 0.04%
21,672
-924
-4% -$28.3K
TUP
313
DELISTED
Tupperware Brands Corporation
TUP
$672K 0.04%
10,406
-373
-3% -$25K
NVO
314
Novo Nordisk
NVO
$209B
$670K 0.04%
24,440
+400
+2% +$11.2K
SLH
315
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$670K 0.04%
15,040
-491
-3% -$24.2K
PPL
316
PPL Corp
PPL
$26.4B
$665K 0.04%
22,561
-11,830
-34% -$370K
AZPN
317
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$664K 0.04%
14,585
+7,985
+121% +$364K
RTN
318
DELISTED
Raytheon Company
RTN
$654K 0.03%
6,844
-5,008
-42% -$525K
ADM icon
319
Archer Daniels Midland
ADM
$38.4B
$652K 0.03%
13,521
+84
+0.6% +$4.24K
CATM
320
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$646K 0.03%
17,414
-241
-1% -$9.13K
LECO icon
321
Lincoln Electric
LECO
$15.2B
$644K 0.03%
10,566
-268
-2% -$17.8K
MRSH
322
Marsh
MRSH
$91B
$641K 0.03%
11,300
– –
SYA
323
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$635K 0.03%
26,284
+2,638
+11% +$64.3K
NVDA icon
324
NVIDIA
NVDA
$5.28T
$625K 0.03%
1,243,200
+95,200
+8% +$51.6K
TSM icon
325
TSMC
TSM
$2.19T
$623K 0.03%
27,471
-19,536
-42% -$466K
11 12
13
14 15

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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.