We are live on ! Find out more
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
ICE icon
451
Intercontinental Exchange
ICE
$84.5B
$167K 0.01%
3,545
– –
AIG icon
452
American International
AIG
$40.5B
$159K 0.01%
2,798
-510
-15% -$31.2K
HES
453
DELISTED
Hess
HES
$158K 0.01%
3,150
– –
NE
454
DELISTED
Noble Corporation
NE
$156K 0.01%
14,315
+2,816
+24% +$35.4K
DWX icon
455
State Street SPDR S&P International Dividend ETF
DWX
$529M
$155K 0.01%
4,556
-125
-3% -$4.67K
WASH icon
456
Washington Trust Bancorp
WASH
$742M
$154K 0.01%
4,000
– –
UBNK
457
DELISTED
United Financial Bancorp, Inc.
UBNK
$150K 0.01%
11,553
– –
NFLX icon
458
Netflix
NFLX
$311B
$145K 0.01%
+14,000
New +$150K
ICF icon
459
iShares Select U.S. REIT ETF
ICF
$2.08B
$144K 0.01%
3,120
-400
-11% -$18.6K
IYK icon
460
iShares US Consumer Staples ETF
IYK
$1.42B
$142K 0.01%
4,149
-150
-3% -$5.27K
BCS.PRC
461
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$139K 0.01%
5,400
– –
WU icon
462
Western Union
WU
$2.2B
$136K 0.01%
7,420
– –
WDR
463
DELISTED
Waddell & Reed Financial, Inc.
WDR
$136K 0.01%
3,910
+972
+33% +$40.2K
SPLS
464
DELISTED
Staples Inc
SPLS
$135K 0.01%
11,500
+800
+7% +$11.3K
UNM icon
465
Unum
UNM
$14.4B
$132K 0.01%
4,100
– –
DNB
466
DELISTED
Dun & Bradstreet
DNB
$132K 0.01%
1,260
– –
HUB.A
467
DELISTED
HUBBELL INC CL-A
HUB.A
$130K 0.01%
1,200
– –
EPP icon
468
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$127K 0.01%
3,467
+135
+4% +$5.42K
GGG icon
469
Graco
GGG
$13.6B
$127K 0.01%
5,697
– –
STM icon
470
STMicroelectronics
STM
$48.8B
$127K 0.01%
18,677
+2,559
+16% +$18.9K
DNP icon
471
DNP Select Income Fund
DNP
$4.1B
$126K 0.01%
13,976
+2,391
+21% +$23.7K
HUM icon
472
Humana
HUM
$45B
$123K 0.01%
689
+100
+17% +$18.5K
IYE icon
473
iShares US Energy ETF
IYE
$1.79B
$123K 0.01%
3,588
+52
+1% +$1.97K
TWTR
474
DELISTED
Twitter, Inc.
TWTR
$121K 0.01%
4,490
+183
+4% +$5.49K
IWS icon
475
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$116K 0.01%
1,730
+112
+7% +$7.96K
17 18
19
20 21

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.