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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
TMH
426
DELISTED
Team Health Holdings Inc
TMH
$234K 0.01%
5,321
+1,253
+31% +$66.4K
BALL icon
427
Ball Corp
BALL
$16.7B
$232K 0.01%
6,394
+5,594
+699% +$191K
AGG icon
428
iShares Core US Aggregate Bond ETF
AGG
$138B
$226K 0.01%
2,097
+158
+8% +$17.2K
THG icon
429
Hanover Insurance
THG
$7.82B
$226K 0.01%
2,775
– –
IJK icon
430
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$224K 0.01%
5,568
– –
VGK icon
431
Vanguard FTSE Europe ETF
VGK
$31.1B
$222K 0.01%
4,447
-500
-10% -$25.6K
IRM icon
432
Iron Mountain
IRM
$36.3B
$218K 0.01%
8,059
-6,549
-45% -$192K
GPI icon
433
Group 1 Automotive
GPI
$3.16B
$217K 0.01%
2,862
-2,588
-47% -$214K
IGM icon
434
iShares Expanded Tech Sector ETF
IGM
$10.7B
$216K 0.01%
11,730
– –
IP icon
435
International Paper
IP
$22B
$216K 0.01%
6,079
-500
-8% -$19.2K
MCO icon
436
Moody's
MCO
$83.1B
$215K 0.01%
2,140
+200
+10% +$20K
XNTK icon
437
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
$214K 0.01%
3,950
-200
-5% -$10.8K
RPG icon
438
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$209K 0.01%
12,940
+1,940
+18% +$31.7K
SCHE icon
439
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$209K 0.01%
10,734
+1,924
+22% +$40.3K
AVGO icon
440
Broadcom
AVGO
$2T
$208K 0.01%
14,350
+13,980
+3,778% +$182K
A icon
441
Agilent Technologies
A
$42.2B
$207K 0.01%
4,956
-3,000
-38% -$116K
VLO icon
442
Valero Energy
VLO
$91.5B
$205K 0.01%
2,893
-100
-3% -$6.81K
DAL icon
443
Delta Air Lines
DAL
$59.1B
$203K 0.01%
4,000
+2,100
+111% +$104K
TT icon
444
Trane Technologies
TT
$108B
$202K 0.01%
3,648
– –
ALNY icon
445
Alnylam Pharmaceuticals
ALNY
$29.5B
$201K 0.01%
+2,130
New +$197K
CIEN icon
446
Ciena
CIEN
$55.3B
$201K 0.01%
9,700
-1,500
-13% -$34.5K
EG icon
447
Everest Group
EG
$14.2B
$201K 0.01%
+1,100
New +$200K
RVT icon
448
Royce Value Trust
RVT
$2.3B
$201K 0.01%
17,102
-8,785
-34% -$105K
APC
449
DELISTED
Anadarko Petroleum
APC
$201K 0.01%
4,128
-618
-13% -$37.9K
AMP icon
450
Ameriprise Financial
AMP
$49.4B
$200K 0.01%
1,875
– –
16 17
18
19 20

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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.