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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
MRO
376
DELISTED
Marathon Oil Corporation
MRO
$342K 0.02%
30,658
-215
-0.7% -$2.01K
VGT icon
377
Vanguard Information Technology ETF
VGT
$147B
$341K 0.02%
24,960
-8,856
-26% -$113K
TWC
378
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$340K 0.02%
1,661
– –
AB icon
379
AllianceBernstein
AB
$3.47B
$332K 0.02%
14,198
– –
VAL
380
DELISTED
Valspar
VAL
$332K 0.02%
3,100
-324
-9% -$26.7K
CHKP icon
381
Check Point Software Technologies
CHKP
$13.2B
$331K 0.02%
3,789
-4,105
-52% -$330K
LECO icon
382
Lincoln Electric
LECO
$15.6B
$327K 0.02%
5,579
-4,994
-47% -$272K
SPN
383
DELISTED
Superior Energy Services, Inc.
SPN
$327K 0.02%
2,449
-523
-18% -$57K
SDS icon
384
ProShares UltraShort S&P500
SDS
$371M
$324K 0.02%
171
– –
PPL
385
PPL Corp
PPL
$26.6B
$322K 0.02%
8,464
-3,343
-28% -$119K
TD icon
386
Toronto Dominion Bank
TD
$201B
$316K 0.02%
7,335
+4,735
+182% +$183K
EBAY icon
387
eBay
EBAY
$47.3B
$315K 0.02%
13,235
-2,739
-17% -$66.6K
PDCE
388
DELISTED
PDC Energy, Inc.
PDCE
$312K 0.02%
5,250
– –
EMN icon
389
Eastman Chemical
EMN
$8.54B
$311K 0.02%
4,300
– –
KEX icon
390
Kirby Corp
KEX
$6.98B
$310K 0.02%
5,144
-6,365
-55% -$347K
SONY icon
391
Sony
SONY
$139B
$309K 0.02%
60,070
-35,170
-37% -$161K
NGVC icon
392
Vitamin Cottage Natural Grocers
NGVC
$639M
$307K 0.02%
+14,446
New +$291K
TMH
393
DELISTED
Team Health Holdings Inc
TMH
$307K 0.02%
7,327
+2,006
+38% +$82K
TXT icon
394
Textron
TXT
$15.2B
$306K 0.02%
8,392
-40
-0.5% -$1.4K
RAD
395
DELISTED
Rite Aid Corporation
RAD
$305K 0.02%
1,870
– –
BKU icon
396
Bankunited
BKU
$3.35B
$303K 0.02%
+8,778
New +$294K
VWO icon
397
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$297K 0.02%
8,603
-7,003
-45% -$220K
LGF
398
DELISTED
Lions Gate Entertainment
LGF
$296K 0.02%
13,527
+4,987
+58% +$119K
RFG icon
399
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
$291K 0.02%
12,025
-1,500
-11% -$34.5K
TLT icon
400
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$285K 0.02%
2,184
+1,684
+337% +$216K
14 15
16
17 18

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BAM
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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.