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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
PKG icon
426
Packaging Corp of America
PKG
$22.9B
$223K 0.01%
+3,697
New +$198K
IP icon
427
International Paper
IP
$22.1B
$222K 0.01%
5,691
-388
-6% -$13.5K
SCHE icon
428
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$220K 0.01%
10,585
-149
-1% -$2.8K
GLD icon
429
SPDR Gold Trust
GLD
$143B
$219K 0.01%
1,860
+295
+19% +$33.4K
GCI
430
DELISTED
Gannett Co., Inc
GCI
$218K 0.01%
14,404
-8,340
-37% -$126K
EG icon
431
Everest Group
EG
$14B
$217K 0.01%
1,100
– –
IGM icon
432
iShares Expanded Tech Sector ETF
IGM
$10.7B
$216K 0.01%
11,730
– –
AGG icon
433
iShares Core US Aggregate Bond ETF
AGG
$137B
$210K 0.01%
1,897
-200
-10% -$21.9K
MCO icon
434
Moody's
MCO
$82.5B
$207K 0.01%
2,140
– –
VRSK icon
435
Verisk Analytics
VRSK
$23.6B
$205K 0.01%
2,561
-8,494
-77% -$620K
WAT icon
436
Waters Corp
WAT
$40.7B
$203K 0.01%
1,539
-727
-32% -$90.7K
BKT icon
437
BlackRock Income Trust
BKT
$340M
$201K 0.01%
10,123
+7
+0.1% +$137
ALL icon
438
Allstate
ALL
$66.3B
$200K 0.01%
2,972
– –
XNTK icon
439
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$198K 0.01%
3,750
-200
-5% -$9.85K
A icon
440
Agilent Technologies
A
$42.2B
$197K 0.01%
4,956
– –
BLOX
441
DELISTED
Infoblox Inc
BLOX
$197K 0.01%
+11,493
New +$184K
AMP icon
442
Ameriprise Financial
AMP
$49.7B
$193K 0.01%
2,055
+180
+10% +$16.1K
VLO icon
443
Valero Energy
VLO
$93.3B
$189K 0.01%
2,943
+50
+2% +$3.18K
AMX icon
444
America Movil
AMX
$70.3B
$187K 0.01%
12,046
-5,845
-33% -$80.8K
WASH icon
445
Washington Trust Bancorp
WASH
$744M
$187K 0.01%
5,000
+1,000
+25% +$37.4K
APC
446
DELISTED
Anadarko Petroleum
APC
$187K 0.01%
4,018
-110
-3% -$4.46K
RPG icon
447
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$186K 0.01%
11,690
-1,250
-10% -$18.8K
CIEN icon
448
Ciena
CIEN
$54.9B
$184K 0.01%
9,700
– –
RVT icon
449
Royce Value Trust
RVT
$2.3B
$182K 0.01%
15,511
-1,591
-9% -$17.1K
MDXG icon
450
MiMedx Group
MDXG
$630M
$175K 0.01%
20,000
– –
16 17
18
19 20

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BAM
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ACI
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ACM
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OSIA
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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.