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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
GM icon
401
General Motors
GM
$77.2B
$297K 0.02%
8,923
-1,977
-18% -$70.5K
THS
402
DELISTED
Treehouse Foods
THS
$296K 0.02%
+3,647
New +$282K
TWC
403
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$296K 0.02%
1,661
– –
MKC icon
404
McCormick & Company Non-Voting
MKC
$14.3B
$293K 0.02%
7,222
+60
+0.8% +$2.33K
SHY icon
405
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$286K 0.02%
3,375
-1,682
-33% -$143K
IP icon
406
International Paper
IP
$21.9B
$283K 0.01%
6,278
+788
+14% +$39.1K
PDCE
407
DELISTED
PDC Energy, Inc.
PDCE
$282K 0.01%
5,250
– –
HUB.B
408
DELISTED
HUBBELL INC CL-B
HUB.B
$268K 0.01%
2,474
– –
STI
409
DELISTED
SunTrust Banks, Inc.
STI
$267K 0.01%
6,195
+162
+3% +$6.88K
FIS icon
410
Fidelity National Information Services
FIS
$21.9B
$266K 0.01%
4,300
– –
HP icon
411
Helmerich & Payne
HP
$4.18B
$264K 0.01%
3,752
+65
+2% +$4.8K
M icon
412
Macy's
M
$6.55B
$264K 0.01%
3,911
+3,235
+479% +$219K
ULTI
413
DELISTED
Ultimate Software Group Inc
ULTI
$260K 0.01%
+1,584
New +$267K
XEL icon
414
Xcel Energy
XEL
$48B
$258K 0.01%
8,014
+131
+2% +$4.41K
ALNY icon
415
Alnylam Pharmaceuticals
ALNY
$29B
$256K 0.01%
2,140
+10
+0.5% +$1.2K
VAL
416
DELISTED
Valspar
VAL
$255K 0.01%
+3,120
New +$262K
AKAM icon
417
Akamai
AKAM
$16.9B
$252K 0.01%
3,606
-2,942
-45% -$218K
TD icon
418
Toronto Dominion Bank
TD
$200B
$245K 0.01%
5,770
– –
ALTR
419
DELISTED
Altera Corp
ALTR
$242K 0.01%
4,740
+4,540
+2,270% +$212K
HPQ icon
420
HP
HPQ
$27.3B
$239K 0.01%
17,524
-680
-4% -$10.1K
PAA icon
421
Plains All American Pipeline
PAA
$16.4B
$239K 0.01%
+5,493
New +$263K
IJK icon
422
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$236K 0.01%
5,568
-4,400
-44% -$188K
AMP icon
423
Ameriprise Financial
AMP
$49.2B
$234K 0.01%
1,875
– –
BEN icon
424
Franklin Resources
BEN
$17B
$234K 0.01%
4,775
– –
MU icon
425
Micron Technology
MU
$972B
$234K 0.01%
12,400
-350
-3% -$9.33K
15 16
17
18 19

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BAM
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OSIA
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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.