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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIAL
326
DELISTED
SIGMA - ALDRICH CORP
SIAL
$528K 0.03%
3,800
– –
MRSH
327
Marsh
MRSH
$90.9B
$518K 0.03%
9,919
-1,381
-12% -$77.1K
FCX icon
328
Freeport-McMoran
FCX
$97.6B
$515K 0.03%
53,144
-58
-0.1% -$696
MINI
329
DELISTED
Mobile Mini Inc
MINI
$499K 0.03%
16,206
-1,375
-8% -$48.6K
MS icon
330
Morgan Stanley
MS
$340B
$498K 0.03%
15,804
-7,846
-33% -$286K
AVB icon
331
AvalonBay Communities
AVB
$26.2B
$495K 0.03%
2,835
-30
-1% -$5.08K
POWI icon
332
Power Integrations
POWI
$3.58B
$494K 0.03%
23,424
-1,966
-8% -$39.4K
BOKF icon
333
BOK Financial
BOKF
$8.7B
$488K 0.03%
+7,547
New +$491K
CC icon
334
Chemours
CC
$2.27B
$488K 0.03%
+75,316
New +$788K
CPB icon
335
Campbell Soup
CPB
$6.7B
$487K 0.03%
9,615
-400
-4% -$19.6K
MRO
336
DELISTED
Marathon Oil Corporation
MRO
$486K 0.03%
31,558
+443
+1% +$8.41K
QQQ icon
337
Invesco QQQ Trust
QQQ
$479B
$481K 0.03%
4,724
– –
TCBI icon
338
Texas Capital Bancshares
TCBI
$4.34B
$480K 0.03%
9,157
+1,491
+19% +$83.3K
PAY
339
DELISTED
Verifone Systems Inc
PAY
$479K 0.03%
17,254
+2,109
+14% +$65.8K
GVI icon
340
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$473K 0.03%
4,259
-725
-15% -$80.2K
KS
341
DELISTED
KapStone Paper and Pack Corp.
KS
$468K 0.03%
28,375
-1,926
-6% -$42.1K
IYR icon
342
iShares US Real Estate ETF
IYR
$4.51B
$467K 0.03%
6,580
– –
GPI icon
343
Group 1 Automotive
GPI
$3.23B
$464K 0.03%
5,450
-7,111
-57% -$640K
TUP
344
DELISTED
Tupperware Brands Corporation
TUP
$464K 0.03%
9,382
-1,024
-10% -$57.4K
C icon
345
Citigroup
C
$229B
$463K 0.03%
9,339
-5,658
-38% -$309K
AMX icon
346
America Movil
AMX
$71.7B
$462K 0.03%
27,882
-81,011
-74% -$1.52M
DOC icon
347
Healthpeak Properties
DOC
$14.3B
$458K 0.03%
13,487
-1,098
-8% -$38K
AVT icon
348
Avnet
AVT
$8.01B
$457K 0.03%
10,700
– –
IRM icon
349
Iron Mountain
IRM
$36.5B
$453K 0.03%
14,608
-90,706
-86% -$2.71M
WEC icon
350
WEC Energy
WEC
$34.7B
$448K 0.03%
8,576
+8,326
+3,330% +$405K
12 13
14
15 16

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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.