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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
IXJ icon
301
iShares Global Healthcare ETF
IXJ
$4.24B
$669K 0.04%
13,046
-180
-1% -$9.26K
AZPN
302
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$654K 0.03%
17,334
+90
+0.5% +$3.4K
K
303
DELISTED
Kellanova
K
$643K 0.03%
9,477
-80
-0.8% -$5.23K
CHKP icon
304
Check Point Software Technologies
CHKP
$13.4B
$642K 0.03%
7,894
-18,217
-70% -$1.51M
RTN
305
DELISTED
Raytheon Company
RTN
$641K 0.03%
5,138
-284
-5% -$34.1K
KS
306
DELISTED
KapStone Paper and Pack Corp.
KS
$635K 0.03%
28,097
-278
-1% -$6.09K
GG
307
DELISTED
Goldcorp Inc
GG
$635K 0.03%
54,989
-922
-2% -$11.7K
NHI icon
308
National Health Investors
NHI
$3.59B
$631K 0.03%
10,369
-273
-3% -$16.3K
POWI icon
309
Power Integrations
POWI
$3.46B
$610K 0.03%
25,110
+1,686
+7% +$41.1K
KEX icon
310
Kirby Corp
KEX
$7B
$606K 0.03%
11,509
-670
-6% -$41.5K
CC icon
311
Chemours
CC
$2.2B
$604K 0.03%
112,734
+37,418
+50% +$239K
GVI icon
312
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$603K 0.03%
5,505
+1,246
+29% +$138K
CEB
313
DELISTED
CEB Inc.
CEB
$601K 0.03%
9,786
-278
-3% -$19.7K
LMT icon
314
Lockheed Martin
LMT
$139B
$598K 0.03%
2,755
-68
-2% -$14.8K
JBHT icon
315
JB Hunt Transport Services
JBHT
$25B
$589K 0.03%
8,029
-26
-0.3% -$1.96K
ADI icon
316
Analog Devices
ADI
$187B
$581K 0.03%
10,507
-177
-2% -$10.4K
MRSH
317
Marsh
MRSH
$91B
$570K 0.03%
10,279
+360
+4% +$19.8K
ROK icon
318
Rockwell Automation
ROK
$48.3B
$567K 0.03%
5,527
-161
-3% -$16.9K
WHR icon
319
Whirlpool
WHR
$2.75B
$560K 0.03%
3,812
– –
HTLD icon
320
Heartland Express
HTLD
$911M
$559K 0.03%
32,860
-873
-3% -$16.7K
URBN icon
321
Urban Outfitters
URBN
$6.81B
$559K 0.03%
24,597
-460
-2% -$11.9K
IYM icon
322
iShares US Basic Materials ETF
IYM
$1.03B
$558K 0.03%
7,910
-1,380
-15% -$99.4K
BIIB icon
323
Biogen
BIIB
$30.6B
$557K 0.03%
1,817
-21,913
-92% -$6.3M
IYH icon
324
iShares US Healthcare ETF
IYH
$3.77B
$556K 0.03%
18,545
-915
-5% -$27.2K
AMLP icon
325
Alerian MLP ETF
AMLP
$13.3B
$550K 0.03%
9,131
-3,000
-25% -$188K
11 12
13
14 15

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IA
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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.