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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
AIRM
351
DELISTED
Air Methods Corp
AIRM
$410K 0.02%
11,311
-186
-2% -$7.06K
SHY icon
352
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$404K 0.02%
4,750
+115
+2% +$9.75K
JWN
353
DELISTED
Nordstrom
JWN
$402K 0.02%
7,034
-2,776
-28% -$143K
NTT
354
DELISTED
Nippon Telegraph & Telephone
NTT
$400K 0.02%
9,247
-14,662
-61% -$620K
ADM icon
355
Archer Daniels Midland
ADM
$38.7B
$395K 0.02%
10,876
-450
-4% -$15.7K
CLH icon
356
Clean Harbors
CLH
$16.5B
$393K 0.02%
7,956
+122
+2% +$5.34K
DNKN
357
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$392K 0.02%
8,304
+1,485
+22% +$63.8K
HUBB icon
358
Hubbell
HUBB
$27.3B
$389K 0.02%
3,674
– –
ALB icon
359
Albemarle
ALB
$15.3B
$388K 0.02%
6,065
+1,075
+22% +$59K
ES icon
360
Eversource Energy
ES
$26.8B
$388K 0.02%
6,664
+4,056
+156% +$221K
FCX icon
361
Freeport-McMoran
FCX
$96.4B
$388K 0.02%
37,529
-6,125
-14% -$43K
IJH icon
362
iShares Core S&P Mid-Cap ETF
IJH
$127B
$388K 0.02%
13,465
– –
VNQ icon
363
Vanguard Real Estate ETF
VNQ
$38.4B
$386K 0.02%
4,602
+125
+3% +$9.73K
CTLT
364
DELISTED
CATALENT, INC.
CTLT
$386K 0.02%
14,460
+3,391
+31% +$82.6K
C icon
365
Citigroup
C
$228B
$381K 0.02%
9,115
-6,627
-42% -$277K
IWP icon
366
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$375K 0.02%
8,136
+186
+2% +$8.03K
HIBB
367
DELISTED
Hibbett, Inc. Common Stock
HIBB
$373K 0.02%
10,417
+132
+1% +$4.4K
DVY icon
368
iShares Select Dividend ETF
DVY
$23.7B
$367K 0.02%
4,490
– –
B
369
Barrick Mining
B
$67.5B
$365K 0.02%
26,891
-9,115
-25% -$106K
MKC icon
370
McCormick & Company Non-Voting
MKC
$14.2B
$363K 0.02%
7,292
+178
+3% +$8K
DOC icon
371
Healthpeak Properties
DOC
$14.2B
$358K 0.02%
12,071
-1,098
-8% -$32.9K
EFX icon
372
Equifax
EFX
$21.4B
$354K 0.02%
3,100
– –
POR icon
373
Portland General Electric
POR
$5.7B
$348K 0.02%
+8,819
New +$338K
TCBI icon
374
Texas Capital Bancshares
TCBI
$4.36B
$346K 0.02%
9,017
-448
-5% -$16.6K
TER icon
375
Teradyne
TER
$58.8B
$345K 0.02%
16,000
– –
13 14
15
16 17

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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.