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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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DCI icon
376
Donaldson
DCI
$11.2B
$380K 0.02%
10,608
-2,358
-18% -$86K
TT icon
377
Trane Technologies
TT
$105B
$374K 0.02%
5,548
-675
-11% -$46.2K
DVN icon
378
Devon Energy
DVN
$49.9B
$373K 0.02%
6,276
-183
-3% -$11.8K
BHP icon
379
BHP
BHP
$230B
$371K 0.02%
10,232
-853
-8% -$34.4K
SLF icon
380
Sun Life Financial
SLF
$45.8B
$370K 0.02%
11,085
+900
+9% +$29.7K
APC
381
DELISTED
Anadarko Petroleum
APC
$370K 0.02%
4,746
+618
+15% +$53.5K
GMCR
382
DELISTED
KEURIG GREEN MTN INC
GMCR
$370K 0.02%
4,822
+1,347
+39% +$132K
IWP icon
383
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$367K 0.02%
7,572
+3,564
+89% +$176K
APAM icon
384
Artisan Partners
APAM
$3B
$364K 0.02%
7,835
-141
-2% -$6.45K
EMN icon
385
Eastman Chemical
EMN
$8.39B
$361K 0.02%
4,415
-180
-4% -$13.9K
CVSA
386
Covista Inc
CVSA
$4.38B
$358K 0.02%
11,954
-11,991
-50% -$396K
RVT icon
387
Royce Value Trust
RVT
$2.29B
$355K 0.02%
25,743
-857
-3% -$12.2K
CTRX
388
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$341K 0.02%
5,590
-2,050
-27% -$123K
MUB icon
389
iShares National Muni Bond ETF
MUB
$45.8B
$319K 0.02%
2,950
+800
+37% +$87.2K
DVY icon
390
iShares Select Dividend ETF
DVY
$23.6B
$318K 0.02%
4,225
– –
NI icon
391
NiSource
NI
$20B
$315K 0.02%
17,581
-2,904
-14% -$51.7K
DNKN
392
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$315K 0.02%
5,730
+331
+6% +$17.1K
SU icon
393
Suncor Energy
SU
$73.4B
$310K 0.02%
11,251
-7,648
-40% -$231K
TER icon
394
Teradyne
TER
$57.1B
$309K 0.02%
16,030
+30
+0.2% +$599
VWO icon
395
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$308K 0.02%
7,529
+805
+12% +$34.6K
A icon
396
Agilent Technologies
A
$42B
$307K 0.02%
7,956
-1,700
-18% -$70.6K
TSLA icon
397
Tesla
TSLA
$1.31T
$303K 0.02%
16,965
+15,840
+1,408% +$250K
DRI icon
398
Darden Restaurants
DRI
$24.9B
$302K 0.02%
4,751
– –
EFX icon
399
Equifax
EFX
$21.3B
$302K 0.02%
3,110
+10
+0.3% +$975
NUE icon
400
Nucor
NUE
$62.5B
$298K 0.02%
6,777
+37
+0.5% +$1.78K
14 15
16
17 18

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BAM
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People's United Financial's Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.