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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
FFIV icon
426
F5
FFIV
$23.4B
$222K 0.01%
1,925
-3,017
-61% -$369K
TMH
427
DELISTED
Team Health Holdings Inc
TMH
$220K 0.01%
+4,068
New +$254K
IJK icon
428
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$219K 0.01%
5,568
– –
SU icon
429
Suncor Energy
SU
$74B
$219K 0.01%
8,208
-3,043
-27% -$81.6K
TSCO icon
430
Tractor Supply
TSCO
$18.4B
$219K 0.01%
12,995
-12,750
-50% -$227K
THG icon
431
Hanover Insurance
THG
$7.73B
$216K 0.01%
2,775
– –
PIR
432
DELISTED
Pier 1 Imports, Inc.
PIR
$215K 0.01%
1,555
-14
-0.9% -$3.06K
AGG icon
433
iShares Core US Aggregate Bond ETF
AGG
$137B
$212K 0.01%
1,939
+288
+17% +$31.4K
HUB.B
434
DELISTED
HUBBELL INC CL-B
HUB.B
$210K 0.01%
2,474
– –
XNTK icon
435
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$206K 0.01%
4,150
– –
AMP icon
436
Ameriprise Financial
AMP
$49.7B
$205K 0.01%
1,875
– –
CTLT
437
DELISTED
CATALENT, INC.
CTLT
$200K 0.01%
+8,233
New +$250K
IGM icon
438
iShares Expanded Tech Sector ETF
IGM
$10.7B
$196K 0.01%
11,730
– –
MDXG icon
439
MiMedx Group
MDXG
$630M
$193K 0.01%
20,000
– –
BKT icon
440
BlackRock Income Trust
BKT
$340M
$191K 0.01%
10,104
-486
-5% -$9.26K
MCO icon
441
Moody's
MCO
$82.5B
$191K 0.01%
1,940
– –
TT icon
442
Trane Technologies
TT
$106B
$185K 0.01%
3,648
-1,900
-34% -$114K
UIL
443
DELISTED
UIL HOLDINGS
UIL
$184K 0.01%
3,666
-5,170
-59% -$244K
VLO icon
444
Valero Energy
VLO
$93.3B
$180K 0.01%
2,993
– –
SCHE icon
445
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$178K 0.01%
8,810
-200
-2% -$4.38K
MU icon
446
Micron Technology
MU
$981B
$175K 0.01%
11,650
-750
-6% -$12.9K
AMT icon
447
American Tower
AMT
$79B
$174K 0.01%
1,975
– –
ALL icon
448
Allstate
ALL
$66.3B
$173K 0.01%
2,972
– –
IEO icon
449
iShares US Oil & Gas Exploration & Production ETF
IEO
$585M
$171K 0.01%
3,091
– –
RPG icon
450
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$170K 0.01%
11,000
-1,050
-9% -$17.1K
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 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.