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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
EW icon
351
Edwards Lifesciences
EW
$53.6B
$446K 0.03%
18,840
– –
PH icon
352
Parker-Hannifin
PH
$135B
$445K 0.03%
4,573
+220
+5% +$23.9K
UMPQ
353
DELISTED
Umpqua Holdings Corp
UMPQ
$440K 0.02%
27,006
-3,132
-10% -$53.9K
VIG icon
354
Vanguard Dividend Appreciation ETF
VIG
$114B
$432K 0.02%
5,864
+690
+13% +$53.5K
VWO icon
355
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$426K 0.02%
12,867
+5,338
+71% +$194K
VGT icon
356
Vanguard Information Technology ETF
VGT
$147B
$425K 0.02%
34,016
-600
-2% -$7.88K
XLI icon
357
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$420K 0.02%
8,420
-340
-4% -$17.9K
PPL
358
PPL Corp
PPL
$26.5B
$419K 0.02%
12,740
-9,821
-44% -$307K
EBAY icon
359
eBay
EBAY
$47.7B
$418K 0.02%
17,090
-32,012
-65% -$861K
ZTS icon
360
Zoetis
ZTS
$30.9B
$416K 0.02%
10,100
– –
AIRM
361
DELISTED
Air Methods Corp
AIRM
$400K 0.02%
11,732
-1,233
-10% -$47.6K
WAT icon
362
Waters Corp
WAT
$40.5B
$399K 0.02%
3,375
-4,040
-54% -$511K
SPN
363
DELISTED
Superior Energy Services, Inc.
SPN
$399K 0.02%
3,155
+325
+11% +$53.1K
SDS icon
364
ProShares UltraShort S&P500
SDS
$371M
$398K 0.02%
+171
New +$367K
SHY icon
365
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$394K 0.02%
4,635
+1,260
+37% +$107K
NGG icon
366
National Grid
NGG
$80.6B
$391K 0.02%
+5,826
New +$373K
HIBB
367
DELISTED
Hibbett, Inc. Common Stock
HIBB
$384K 0.02%
10,956
+950
+9% +$39.7K
THS
368
DELISTED
Treehouse Foods
THS
$382K 0.02%
4,917
+1,270
+35% +$102K
TXT icon
369
Textron
TXT
$15.2B
$379K 0.02%
10,082
-25
-0.2% -$1.04K
AB icon
370
AllianceBernstein
AB
$3.47B
$378K 0.02%
14,198
+775
+6% +$21.3K
SMCI icon
371
Super Micro Computer
SMCI
$20.4B
$372K 0.02%
136,450
+64,330
+89% +$171K
TSLA icon
372
Tesla
TSLA
$1.31T
$369K 0.02%
22,290
+5,325
+31% +$90.5K
IJH icon
373
iShares Core S&P Mid-Cap ETF
IJH
$127B
$368K 0.02%
13,465
– –
CPHD
374
DELISTED
Cepheid Inc
CPHD
$364K 0.02%
8,060
-8,051
-50% -$430K
GHL
375
DELISTED
Greenhill & Co., Inc.
GHL
$358K 0.02%
12,577
+171
+1% +$6.28K
13 14
15
16 17

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BAM
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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.