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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
MUB icon
326
iShares National Muni Bond ETF
MUB
$45.8B
$497K 0.03%
4,450
+500
+13% +$55.6K
WAGE
327
DELISTED
WageWorks, Inc.
WAGE
$491K 0.03%
+9,708
New +$436K
IBKC
328
DELISTED
IBERIABANK Corp
IBKC
$489K 0.03%
9,528
+179
+2% +$8.77K
PAY
329
DELISTED
Verifone Systems Inc
PAY
$489K 0.03%
17,305
+70
+0.4% +$1.73K
KWR icon
330
Quaker Houghton
KWR
$2.98B
$486K 0.03%
5,723
+1,531
+37% +$117K
EW icon
331
Edwards Lifesciences
EW
$53.9B
$483K 0.03%
16,440
– –
PRGO icon
332
Perrigo
PRGO
$1.75B
$482K 0.03%
3,771
-2,519
-40% -$344K
AMLP icon
333
Alerian MLP ETF
AMLP
$13.4B
$481K 0.03%
8,811
-320
-4% -$16.3K
WEC icon
334
WEC Energy
WEC
$34.8B
$477K 0.03%
7,933
-483
-6% -$27K
AVT icon
335
Avnet
AVT
$7.94B
$474K 0.03%
10,700
– –
IWS icon
336
iShares Russell Mid-Cap Value ETF
IWS
$16B
$474K 0.03%
6,680
-50
-0.7% -$3.3K
CGW icon
337
Invesco S&P Global Water Index ETF
CGW
$1.07B
$459K 0.02%
16,319
+200
+1% +$5.3K
UMPQ
338
DELISTED
Umpqua Holdings Corp
UMPQ
$458K 0.02%
28,839
+2,371
+9% +$35.8K
XLI icon
339
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$457K 0.02%
8,245
-75
-0.9% -$3.88K
PAG icon
340
Penske Automotive Group
PAG
$14.3B
$456K 0.02%
12,037
+1,641
+16% +$58.4K
BIIB icon
341
Biogen
BIIB
$30.4B
$455K 0.02%
1,747
-70
-4% -$18.5K
KIM icon
342
Kimco Realty
KIM
$16.2B
$448K 0.02%
15,550
– –
NRG icon
343
NRG Energy
NRG
$25.4B
$448K 0.02%
34,423
+34,289
+25,589% +$392K
BURL icon
344
Burlington
BURL
$22.9B
$447K 0.02%
7,941
+1,551
+24% +$81K
AMT icon
345
American Tower
AMT
$79.2B
$446K 0.02%
4,356
+125
+3% +$11.7K
ZTS icon
346
Zoetis
ZTS
$31B
$432K 0.02%
9,750
-100
-1% -$4.24K
TPR icon
347
Tapestry
TPR
$32.2B
$423K 0.02%
10,545
-15,925
-60% -$577K
QEP
348
DELISTED
QEP RESOURCES, INC.
QEP
$417K 0.02%
29,598
+1,325
+5% +$15.3K
PEG icon
349
Public Service Enterprise Group
PEG
$37.5B
$415K 0.02%
8,819
+6,204
+237% +$264K
MS icon
350
Morgan Stanley
MS
$339B
$414K 0.02%
16,536
-6,409
-28% -$164K
12 13
14
15 16

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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 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.