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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
BX icon
401
Blackstone
BX
$118B
$284K 0.02%
10,134
-1,000
-9% -$26.4K
XEL icon
402
Xcel Energy
XEL
$48.5B
$283K 0.02%
6,781
+5,033
+288% +$196K
DRI icon
403
Darden Restaurants
DRI
$25B
$281K 0.01%
4,247
– –
AZPN
404
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$281K 0.01%
7,775
-9,559
-55% -$345K
TSM icon
405
TSMC
TSM
$2.19T
$274K 0.01%
10,479
-1,637
-14% -$38.3K
SLF icon
406
Sun Life Financial
SLF
$44.6B
$273K 0.01%
8,455
-1,250
-13% -$36.7K
FIS icon
407
Fidelity National Information Services
FIS
$22.1B
$272K 0.01%
4,300
– –
KSS icon
408
Kohl's
KSS
$2.1B
$266K 0.01%
5,700
-300
-5% -$14.1K
GHL
409
DELISTED
Greenhill & Co., Inc.
GHL
$265K 0.01%
11,934
+210
+2% +$4.82K
TYG
410
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$264K 0.01%
2,681
– –
APAM icon
411
Artisan Partners
APAM
$3.08B
$254K 0.01%
8,252
-85
-1% -$2.48K
ALKS icon
412
Alkermes
ALKS
$8.26B
$252K 0.01%
7,383
+2,646
+56% +$104K
PRAA icon
413
PRA Group
PRAA
$706M
$251K 0.01%
8,513
+1,019
+14% +$29.3K
THG icon
414
Hanover Insurance
THG
$7.73B
$250K 0.01%
2,775
– –
TSLA icon
415
Tesla
TSLA
$1.31T
$249K 0.01%
16,290
-6,510
-29% -$85.6K
HIG icon
416
Hartford Financial Services
HIG
$38.1B
$248K 0.01%
5,383
– –
VVC
417
DELISTED
Vectren Corporation
VVC
$239K 0.01%
4,739
+4,439
+1,480% +$200K
WDR
418
DELISTED
Waddell & Reed Financial, Inc.
WDR
$237K 0.01%
10,080
+4,025
+66% +$97.8K
COR icon
419
Cencora
COR
$63.7B
$234K 0.01%
2,700
-150
-5% -$13.4K
TT icon
420
Trane Technologies
TT
$106B
$232K 0.01%
3,748
+100
+3% +$5.46K
WFM
421
DELISTED
Whole Foods Market Inc
WFM
$232K 0.01%
7,467
-5,496
-42% -$172K
GM icon
422
General Motors
GM
$78.4B
$230K 0.01%
7,304
-1,069
-13% -$32.2K
SH icon
423
ProShares Short S&P500
SH
$846M
$228K 0.01%
1,399
+1,274
+1,019% +$221K
IJK icon
424
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$226K 0.01%
5,568
– –
LKQ icon
425
LKQ Corp
LKQ
$6.25B
$225K 0.01%
7,032
-18,002
-72% -$502K
15 16
17
18 19

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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.