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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
LECO icon
326
Lincoln Electric
LECO
$15.1B
$549K 0.03%
10,573
-175
-2% -$9.74K
TUP
327
DELISTED
Tupperware Brands Corporation
TUP
$549K 0.03%
9,877
+495
+5% +$27.8K
CATM
328
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$548K 0.03%
16,280
-447
-3% -$15.5K
BOKF icon
329
BOK Financial
BOKF
$8.7B
$541K 0.03%
9,048
+1,501
+20% +$98.3K
KMI icon
330
Kinder Morgan
KMI
$69.9B
$533K 0.03%
35,703
-167,780
-82% -$4M
QQQ icon
331
Invesco QQQ Trust
QQQ
$479B
$524K 0.03%
4,687
-37
-0.8% -$4.13K
VIG icon
332
Vanguard Dividend Appreciation ETF
VIG
$114B
$522K 0.03%
6,714
+850
+14% +$66.3K
AVB icon
333
AvalonBay Communities
AVB
$26.3B
$520K 0.03%
2,826
-9
-0.3% -$1.61K
XLU icon
334
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$520K 0.03%
24,006
-376
-2% -$8.15K
IBKC
335
DELISTED
IBERIABANK Corp
IBKC
$515K 0.03%
9,349
+28
+0.3% +$1.67K
IDXX icon
336
Idexx Laboratories
IDXX
$46.9B
$510K 0.03%
6,999
+2,331
+50% +$166K
VWO icon
337
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$510K 0.03%
15,606
+2,739
+21% +$94.3K
CPB icon
338
Campbell Soup
CPB
$6.69B
$504K 0.03%
9,590
-25
-0.3% -$1.28K
GAS
339
DELISTED
AGL Resources Inc
GAS
$494K 0.03%
7,737
-2,900
-27% -$181K
JWN
340
DELISTED
Nordstrom
JWN
$488K 0.03%
9,810
-225
-2% -$13.6K
MINI
341
DELISTED
Mobile Mini Inc
MINI
$487K 0.03%
15,665
-541
-3% -$18.2K
PAY
342
DELISTED
Verifone Systems Inc
PAY
$483K 0.03%
17,235
-19
-0.1% -$548
AIRM
343
DELISTED
Air Methods Corp
AIRM
$482K 0.03%
11,497
-235
-2% -$9.54K
ZTS icon
344
Zoetis
ZTS
$30.9B
$472K 0.03%
9,850
-250
-2% -$11.3K
SONY icon
345
Sony
SONY
$140B
$469K 0.02%
95,240
-45,080
-32% -$239K
TCBI icon
346
Texas Capital Bancshares
TCBI
$4.32B
$468K 0.02%
9,465
+308
+3% +$16.8K
IWS icon
347
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$462K 0.02%
6,730
+5,000
+289% +$351K
DOC icon
348
Healthpeak Properties
DOC
$14.4B
$459K 0.02%
13,169
-318
-2% -$10.6K
AVT icon
349
Avnet
AVT
$7.99B
$458K 0.02%
10,700
– –
VGT icon
350
Vanguard Information Technology ETF
VGT
$147B
$458K 0.02%
33,816
-200
-0.6% -$2.73K
12 13
14
15 16

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BAM
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ACI
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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.