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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
SMCI icon
351
Super Micro Computer
SMCI
$20.7B
$457K 0.02%
186,160
+49,710
+36% +$130K
PARA
352
DELISTED
Paramount Global Class B
PARA
$456K 0.02%
9,679
+1,570
+19% +$73.7K
XLI icon
353
State Street Industrial Select Sector SPDR ETF
XLI
$34.9B
$441K 0.02%
8,320
-100
-1% -$5.37K
PAG icon
354
Penske Automotive Group
PAG
$14.3B
$440K 0.02%
10,396
+3,541
+52% +$167K
EBAY icon
355
eBay
EBAY
$47.3B
$439K 0.02%
15,974
-1,116
-7% -$30.8K
CGW icon
356
Invesco S&P Global Water Index ETF
CGW
$1.07B
$437K 0.02%
16,119
+5,470
+51% +$153K
MUB icon
357
iShares National Muni Bond ETF
MUB
$45.9B
$437K 0.02%
3,950
+1,000
+34% +$110K
WFM
358
DELISTED
Whole Foods Market Inc
WFM
$434K 0.02%
12,963
-23,433
-64% -$745K
EW icon
359
Edwards Lifesciences
EW
$53.6B
$433K 0.02%
16,440
-2,400
-13% -$62.3K
WEC icon
360
WEC Energy
WEC
$34.5B
$432K 0.02%
8,416
-160
-2% -$8.17K
UMPQ
361
DELISTED
Umpqua Holdings Corp
UMPQ
$420K 0.02%
26,468
-538
-2% -$9.09K
ADM icon
362
Archer Daniels Midland
ADM
$38.6B
$415K 0.02%
11,326
-1,700
-13% -$68.1K
AMT icon
363
American Tower
AMT
$79.6B
$411K 0.02%
4,231
+2,256
+114% +$220K
KIM icon
364
Kimco Realty
KIM
$16.1B
$411K 0.02%
+15,550
New +$405K
THS
365
DELISTED
Treehouse Foods
THS
$411K 0.02%
5,240
+323
+7% +$27K
GMCR
366
DELISTED
KEURIG GREEN MTN INC
GMCR
$409K 0.02%
4,552
-350
-7% -$21.7K
PPL
367
PPL Corp
PPL
$26.4B
$403K 0.02%
11,807
-933
-7% -$31.5K
ASH icon
368
Ashland
ASH
$3.48B
$402K 0.02%
8,010
+817
+11% +$43K
SPN
369
DELISTED
Superior Energy Services, Inc.
SPN
$400K 0.02%
2,972
-183
-6% -$27.2K
SHY icon
370
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$391K 0.02%
4,635
– –
MRO
371
DELISTED
Marathon Oil Corporation
MRO
$389K 0.02%
30,873
-685
-2% -$11.5K
QEP
372
DELISTED
QEP RESOURCES, INC.
QEP
$379K 0.02%
28,273
+3,531
+14% +$51.4K
ALKS icon
373
Alkermes
ALKS
$8.24B
$376K 0.02%
+4,737
New +$332K
IJH icon
374
iShares Core S&P Mid-Cap ETF
IJH
$128B
$375K 0.02%
13,465
– –
HUBB icon
375
Hubbell
HUBB
$27.4B
$371K 0.02%
+3,674
New +$375K
13 14
15
16 17

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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.