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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
APA icon
326
APA Corp
APA
$14.3B
$613K 0.03%
10,648
-4,641
-30% -$292K
XLU icon
327
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$601K 0.03%
28,992
-2,000
-6% -$43.8K
ICUI icon
328
ICU Medical
ICUI
$4.61B
$600K 0.03%
6,267
+428
+7% +$40K
SPN
329
DELISTED
Superior Energy Services, Inc.
SPN
$596K 0.03%
2,830
-111
-4% -$26K
FFIV icon
330
F5
FFIV
$23.5B
$595K 0.03%
4,942
-1,662
-25% -$204K
IBKC
331
DELISTED
IBERIABANK Corp
IBKC
$594K 0.03%
8,709
+606
+7% +$39.7K
MAR icon
332
Marriott International
MAR
$90.1B
$583K 0.03%
7,828
-110
-1% -$8.69K
POWI icon
333
Power Integrations
POWI
$3.5B
$574K 0.03%
25,390
+1,528
+6% +$38.2K
CLH icon
334
Clean Harbors
CLH
$16.5B
$573K 0.03%
10,664
+71
+0.7% +$3.96K
K
335
DELISTED
Kellanova
K
$571K 0.03%
9,690
+665
+7% +$39.7K
DORM icon
336
Dorman Products
DORM
$3.98B
$570K 0.03%
11,966
+1,568
+15% +$76.4K
GG
337
DELISTED
Goldcorp Inc
GG
$553K 0.03%
34,154
+2,488
+8% +$45.4K
GVI icon
338
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$551K 0.03%
4,984
+624
+14% +$69.4K
UMPQ
339
DELISTED
Umpqua Holdings Corp
UMPQ
$542K 0.03%
30,138
+1,673
+6% +$29.5K
AIRM
340
DELISTED
Air Methods Corp
AIRM
$536K 0.03%
12,965
-185
-1% -$8.1K
SIAL
341
DELISTED
SIGMA - ALDRICH CORP
SIAL
$530K 0.03%
3,800
– –
PAY
342
DELISTED
Verifone Systems Inc
PAY
$515K 0.03%
+15,145
New +$549K
GHL
343
DELISTED
Greenhill & Co., Inc.
GHL
$513K 0.03%
12,406
+616
+5% +$24.9K
TYG
344
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$508K 0.03%
3,442
-161
-4% -$27K
PH icon
345
Parker-Hannifin
PH
$134B
$507K 0.03%
4,353
-155
-3% -$18.7K
LMT icon
346
Lockheed Martin
LMT
$140B
$506K 0.03%
2,723
+275
+11% +$53K
QQQ icon
347
Invesco QQQ Trust
QQQ
$480B
$506K 0.03%
4,724
-50
-1% -$5.44K
ZTS icon
348
Zoetis
ZTS
$30.5B
$487K 0.03%
10,100
+2,300
+29% +$110K
DOC icon
349
Healthpeak Properties
DOC
$14.5B
$484K 0.03%
14,585
-1,504
-9% -$54.7K
ASH icon
350
Ashland
ASH
$3.46B
$478K 0.03%
8,010
-5,315
-40% -$331K
12 13
14
15 16

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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 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.