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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
FCX icon
401
Freeport-McMoran
FCX
$95.8B
$296K 0.02%
43,654
-9,490
-18% -$90.4K
RAD
402
DELISTED
Rite Aid Corporation
RAD
$293K 0.02%
1,870
+1,250
+202% +$185K
EMN icon
403
Eastman Chemical
EMN
$8.53B
$290K 0.02%
4,300
– –
DNKN
404
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$290K 0.02%
6,819
+937
+16% +$39.3K
KSS icon
405
Kohl's
KSS
$2.11B
$286K 0.02%
6,000
-500
-8% -$23.1K
GM icon
406
General Motors
GM
$78.6B
$285K 0.02%
8,373
-455
-5% -$15.8K
VAL
407
DELISTED
Valspar
VAL
$284K 0.02%
3,424
– –
PDCE
408
DELISTED
PDC Energy, Inc.
PDCE
$280K 0.01%
5,250
– –
ALB icon
409
Albemarle
ALB
$15.3B
$279K 0.01%
+4,990
New +$257K
CTLT
410
DELISTED
CATALENT, INC.
CTLT
$277K 0.01%
11,069
+2,836
+34% +$74.8K
LGF
411
DELISTED
Lions Gate Entertainment
LGF
$277K 0.01%
+8,540
New +$314K
TSM icon
412
TSMC
TSM
$2.19T
$276K 0.01%
12,116
-2,416
-17% -$54.3K
BURL icon
413
Burlington
BURL
$22.9B
$274K 0.01%
6,390
+1,592
+33% +$73.7K
DRI icon
414
Darden Restaurants
DRI
$24.8B
$271K 0.01%
4,247
-504
-11% -$29.3K
B
415
Barrick Mining
B
$67.5B
$266K 0.01%
36,006
+17,950
+99% +$134K
STI
416
DELISTED
SunTrust Banks, Inc.
STI
$265K 0.01%
6,176
+10
+0.2% +$421
FIS icon
417
Fidelity National Information Services
FIS
$22.2B
$261K 0.01%
4,300
– –
SJM icon
418
J.M. Smucker
SJM
$12.6B
$261K 0.01%
2,120
+1,648
+349% +$196K
PRAA icon
419
PRA Group
PRAA
$709M
$260K 0.01%
7,494
+1,058
+16% +$47.3K
HACK icon
420
Amplify Cybersecurity ETF
HACK
$3B
$259K 0.01%
+10,000
New +$264K
AA icon
421
Alcoa
AA
$14B
$256K 0.01%
10,797
-548
-5% -$12.2K
AMX icon
422
America Movil
AMX
$70.1B
$251K 0.01%
17,891
-9,991
-36% -$163K
SUI icon
423
Sun Communities
SUI
$14.6B
$245K 0.01%
+3,570
New +$241K
SRE icon
424
Sempra
SRE
$55.5B
$237K 0.01%
5,038
+4,372
+656% +$216K
HIG icon
425
Hartford Financial Services
HIG
$38.5B
$234K 0.01%
5,383
-50
-0.9% -$2.29K
15 16
17
18 19

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BAM
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ACI
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ACM
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MXM
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OSIA
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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.