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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
GCI
376
DELISTED
Gannett Co., Inc
GCI
$370K 0.02%
22,744
-19,248
-46% -$312K
IWP icon
377
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$365K 0.02%
7,950
+214
+3% +$9.95K
TSLA icon
378
Tesla
TSLA
$1.31T
$365K 0.02%
22,800
+510
+2% +$7.63K
VNQ icon
379
Vanguard Real Estate ETF
VNQ
$38.6B
$357K 0.02%
4,477
+356
+9% +$28.2K
TXT icon
380
Textron
TXT
$15.3B
$354K 0.02%
8,432
-1,650
-16% -$68.2K
EFX icon
381
Equifax
EFX
$21.3B
$345K 0.02%
3,100
– –
SDS icon
382
ProShares UltraShort S&P500
SDS
$369M
$341K 0.02%
171
– –
AB icon
383
AllianceBernstein
AB
$3.45B
$338K 0.02%
14,198
– –
DVY icon
384
iShares Select Dividend ETF
DVY
$23.6B
$337K 0.02%
4,490
+100
+2% +$7.6K
RFG icon
385
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$337K 0.02%
13,525
-250
-2% -$6.37K
GHL
386
DELISTED
Greenhill & Co., Inc.
GHL
$336K 0.02%
11,724
-853
-7% -$23K
TER icon
387
Teradyne
TER
$57.1B
$331K 0.02%
16,000
– –
BX icon
388
Blackstone
BX
$113B
$326K 0.02%
11,134
-6,718
-38% -$214K
CLH icon
389
Clean Harbors
CLH
$16.4B
$326K 0.02%
7,834
-105
-1% -$4.56K
KWR icon
390
Quaker Houghton
KWR
$2.96B
$324K 0.02%
+4,192
New +$339K
CINF icon
391
Cincinnati Financial
CINF
$26.7B
$323K 0.02%
5,463
-1,147
-17% -$67.9K
HIBB
392
DELISTED
Hibbett, Inc. Common Stock
HIBB
$311K 0.02%
10,285
-671
-6% -$22.2K
TWC
393
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$308K 0.02%
1,661
– –
FIVE icon
394
Five Below
FIVE
$13B
$307K 0.02%
+9,553
New +$306K
WAT icon
395
Waters Corp
WAT
$40.4B
$305K 0.02%
2,266
-1,109
-33% -$143K
MKC icon
396
McCormick & Company Non-Voting
MKC
$14.3B
$304K 0.02%
7,114
– –
SLF icon
397
Sun Life Financial
SLF
$45.8B
$303K 0.02%
9,705
-480
-5% -$15.8K
APAM icon
398
Artisan Partners
APAM
$3B
$301K 0.02%
8,337
+524
+7% +$19.3K
TYG
399
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$299K 0.02%
2,681
-19
-0.7% -$2.12K
COR icon
400
Cencora
COR
$62B
$296K 0.02%
2,850
-50
-2% -$4.91K
14 15
16
17 18

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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.