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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TYG
401
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$292K 0.02%
2,700
-742
-22% -$101K
FIS icon
402
Fidelity National Information Services
FIS
$22.1B
$288K 0.02%
4,300
– –
TER icon
403
Teradyne
TER
$59.4B
$288K 0.02%
16,000
-30
-0.2% -$553
DNKN
404
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$288K 0.02%
5,882
+152
+3% +$7.88K
APC
405
DELISTED
Anadarko Petroleum
APC
$287K 0.02%
4,746
– –
CGW icon
406
Invesco S&P Global Water Index ETF
CGW
$1.06B
$281K 0.02%
10,649
+8,284
+350% +$227K
EMN icon
407
Eastman Chemical
EMN
$8.55B
$278K 0.02%
4,300
-115
-3% -$8.49K
PDCE
408
DELISTED
PDC Energy, Inc.
PDCE
$278K 0.02%
5,250
– –
APAM icon
409
Artisan Partners
APAM
$3.06B
$275K 0.02%
7,813
-22
-0.3% -$949
COR icon
410
Cencora
COR
$63B
$275K 0.02%
2,900
-1,200
-29% -$126K
A icon
411
Agilent Technologies
A
$42.3B
$273K 0.02%
7,956
– –
GM icon
412
General Motors
GM
$78.5B
$265K 0.02%
8,828
-95
-1% -$2.91K
AA icon
413
Alcoa
AA
$14B
$263K 0.01%
11,345
-4,581
-29% -$107K
GMCR
414
DELISTED
KEURIG GREEN MTN INC
GMCR
$256K 0.01%
4,902
+80
+2% +$4.92K
APA icon
415
APA Corp
APA
$14.4B
$250K 0.01%
6,376
-4,272
-40% -$194K
HIG icon
416
Hartford Financial Services
HIG
$38.5B
$249K 0.01%
5,433
– –
VAL
417
DELISTED
Valspar
VAL
$246K 0.01%
3,424
+304
+10% +$23.8K
BURL icon
418
Burlington
BURL
$23B
$245K 0.01%
+4,798
New +$256K
VGK icon
419
Vanguard FTSE Europe ETF
VGK
$31B
$243K 0.01%
4,947
+975
+25% +$51.7K
ALTR
420
DELISTED
Altera Corp
ALTR
$237K 0.01%
4,740
– –
STI
421
DELISTED
SunTrust Banks, Inc.
STI
$236K 0.01%
6,166
-29
-0.5% -$1.21K
IP icon
422
International Paper
IP
$22B
$235K 0.01%
6,579
+301
+5% +$12.8K
SCL icon
423
Stepan Co
SCL
$1.49B
$234K 0.01%
5,618
-2,908
-34% -$135K
CIEN icon
424
Ciena
CIEN
$54.8B
$232K 0.01%
11,200
-20,500
-65% -$476K
GLD icon
425
SPDR Gold Trust
GLD
$143B
$228K 0.01%
2,131
+1,120
+111% +$121K
15 16
17
18 19

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BAM
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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

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

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.