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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
IXJ icon
301
iShares Global Healthcare ETF
IXJ
$4.24B
$604K 0.03%
12,540
-506
-4% -$24.1K
CEB
302
DELISTED
CEB Inc.
CEB
$603K 0.03%
9,319
-467
-5% -$26.7K
SUI icon
303
Sun Communities
SUI
$14.4B
$601K 0.03%
8,389
+4,819
+135% +$325K
QQQ icon
304
Invesco QQQ Trust
QQQ
$479B
$594K 0.03%
5,437
+750
+16% +$77.9K
XLU icon
305
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$594K 0.03%
23,942
-64
-0.3% -$1.48K
FMS icon
306
Fresenius Medical Care
FMS
$13B
$593K 0.03%
+13,447
New +$569K
HTLD icon
307
Heartland Express
HTLD
$911M
$593K 0.03%
31,973
-887
-3% -$15.9K
FIVE icon
308
Five Below
FIVE
$13B
$580K 0.03%
14,029
+4,476
+47% +$164K
IYM icon
309
iShares US Basic Materials ETF
IYM
$1.03B
$579K 0.03%
7,910
– –
CATM
310
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$579K 0.03%
16,083
-197
-1% -$6.44K
ASH icon
311
Ashland
ASH
$3.45B
$566K 0.03%
10,514
+2,504
+31% +$121K
NVO
312
Novo Nordisk
NVO
$209B
$557K 0.03%
20,590
-4,750
-19% -$127K
CNL
313
DELISTED
CLECO CRP (HOLDING CO)
CNL
$552K 0.03%
9,999
-7,139
-42% -$363K
BOKF icon
314
BOK Financial
BOKF
$8.7B
$547K 0.03%
10,019
+971
+11% +$50.7K
GVI icon
315
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$543K 0.03%
4,847
-658
-12% -$73K
KMI icon
316
Kinder Morgan
KMI
$69.9B
$537K 0.03%
30,066
-5,637
-16% -$92.2K
MJN
317
DELISTED
Mead Johnson Nutrition Company
MJN
$535K 0.03%
6,301
-6,183
-50% -$460K
CDK
318
DELISTED
CDK Global, Inc.
CDK
$532K 0.03%
11,441
-3,772
-25% -$168K
MINI
319
DELISTED
Mobile Mini Inc
MINI
$530K 0.03%
16,055
+390
+2% +$11K
THS
320
DELISTED
Treehouse Foods
THS
$528K 0.03%
6,077
+837
+16% +$66.9K
IYH icon
321
iShares US Healthcare ETF
IYH
$3.77B
$521K 0.03%
18,545
– –
XLB icon
322
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$512K 0.03%
22,810
-8,894
-28% -$184K
VAR
323
DELISTED
Varian Medical Systems, Inc.
VAR
$511K 0.03%
7,276
-5,892
-45% -$400K
PARA
324
DELISTED
Paramount Global Class B
PARA
$506K 0.03%
9,179
-500
-5% -$24.3K
AVB icon
325
AvalonBay Communities
AVB
$26.3B
$502K 0.03%
2,636
-190
-7% -$33.5K
11 12
13
14 15

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BAM
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ACI
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ACM
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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.