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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
MDXG icon
426
MiMedx Group
MDXG
$622M
$232K 0.01%
20,000
– –
RMD icon
427
ResMed
RMD
$31.9B
$230K 0.01%
4,085
-1,424
-26% -$89.9K
HIG icon
428
Hartford Financial Services
HIG
$38.7B
$226K 0.01%
5,433
-25
-0.5% -$1.04K
SCHE icon
429
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$221K 0.01%
9,010
– –
IEO icon
430
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$219K 0.01%
3,091
– –
VGK icon
431
Vanguard FTSE Europe ETF
VGK
$31B
$214K 0.01%
3,972
-710
-15% -$40.2K
SMCI icon
432
Super Micro Computer
SMCI
$20.4B
$213K 0.01%
+72,120
New +$237K
HES
433
DELISTED
Hess
HES
$211K 0.01%
3,150
– –
MCO icon
434
Moody's
MCO
$82.8B
$209K 0.01%
1,940
– –
XNTK icon
435
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$209K 0.01%
4,150
– –
HAIN icon
436
Hain Celestial
HAIN
$53.4M
$207K 0.01%
3,145
+200
+7% +$12.6K
AIG icon
437
American International
AIG
$40.7B
$205K 0.01%
3,308
– –
THG icon
438
Hanover Insurance
THG
$7.86B
$205K 0.01%
2,775
– –
IGM icon
439
iShares Expanded Tech Sector ETF
IGM
$10.8B
$203K 0.01%
11,730
+4,200
+56% +$74.4K
BKT icon
440
BlackRock Income Trust
BKT
$342M
$201K 0.01%
10,590
+11
+0.1% +$212
EG icon
441
Everest Group
EG
$14.2B
$200K 0.01%
+1,100
New +$200K
RPG icon
442
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$196K 0.01%
12,050
-1,000
-8% -$16.6K
DWX icon
443
State Street SPDR S&P International Dividend ETF
DWX
$529M
$194K 0.01%
4,681
+650
+16% +$28.8K
ALL icon
444
Allstate
ALL
$68.2B
$193K 0.01%
2,972
– –
VLO icon
445
Valero Energy
VLO
$90.7B
$187K 0.01%
2,993
– –
B
446
Barrick Mining
B
$68.5B
$186K 0.01%
17,487
+12,487
+250% +$152K
AMT icon
447
American Tower
AMT
$78.8B
$184K 0.01%
1,975
– –
ESRT icon
448
Empire State Realty Trust
ESRT
$802M
$183K 0.01%
10,738
– –
AGG icon
449
iShares Core US Aggregate Bond ETF
AGG
$137B
$180K 0.01%
1,651
+949
+135% +$104K
VNQ icon
450
Vanguard Real Estate ETF
VNQ
$38.6B
$177K 0.01%
2,369
+118
+5% +$9.43K
16 17
18
19 20

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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 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.