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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
NE
451
DELISTED
Noble Corporation
NE
$177K 0.01%
11,499
+1,536
+15% +$25.4K
EEP
452
DELISTED
Enbridge Energy Partners
EEP
$167K 0.01%
5,000
– –
SPLS
453
DELISTED
Staples Inc
SPLS
$164K 0.01%
10,700
– –
ICE icon
454
Intercontinental Exchange
ICE
$84.5B
$159K 0.01%
3,545
+2,535
+251% +$118K
NOC icon
455
Northrop Grumman
NOC
$82.1B
$159K 0.01%
1,000
– –
ICF icon
456
iShares Select U.S. REIT ETF
ICF
$2.08B
$158K 0.01%
3,520
– –
WASH icon
457
Washington Trust Bancorp
WASH
$735M
$158K 0.01%
4,000
– –
TWTR
458
DELISTED
Twitter, Inc.
TWTR
$156K 0.01%
4,307
+1,454
+51% +$59.4K
UBNK
459
DELISTED
United Financial Bancorp, Inc.
UBNK
$156K 0.01%
11,553
– –
DNB
460
DELISTED
Dun & Bradstreet
DNB
$154K 0.01%
1,260
– –
WU icon
461
Western Union
WU
$2.19B
$151K 0.01%
7,420
-800
-10% -$17K
IYE icon
462
iShares US Energy ETF
IYE
$1.78B
$150K 0.01%
3,536
+1
+0% +$45
IYK icon
463
iShares US Consumer Staples ETF
IYK
$1.43B
$150K 0.01%
4,299
– –
UNM icon
464
Unum
UNM
$14.5B
$147K 0.01%
4,100
– –
EPP icon
465
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$145K 0.01%
3,332
– –
BCS.PRC
466
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$140K 0.01%
5,400
– –
WDR
467
DELISTED
Waddell & Reed Financial, Inc.
WDR
$139K 0.01%
2,938
+2,197
+296% +$107K
LAZ icon
468
Lazard
LAZ
$4.16B
$138K 0.01%
2,460
+200
+9% +$11.1K
GGG icon
469
Graco
GGG
$13.5B
$135K 0.01%
5,697
– –
CBI
470
DELISTED
Chicago Bridge & Iron Nv
CBI
$132K 0.01%
2,645
+50
+2% +$2.6K
STM icon
471
STMicroelectronics
STM
$48.5B
$131K 0.01%
16,118
-1,054
-6% -$9.04K
CXT icon
472
Crane NXT
CXT
$2.96B
$129K 0.01%
6,334
-863
-12% -$18.4K
HUB.A
473
DELISTED
HUBBELL INC CL-A
HUB.A
$129K 0.01%
1,200
– –
MAT icon
474
Mattel
MAT
$4.21B
$126K 0.01%
4,916
– –
IJT icon
475
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$120K 0.01%
1,830
– –
17 18
19
20 21

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SCC
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BAM
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ACI
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ACM
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PP
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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.