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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
BKT icon
451
BlackRock Income Trust
BKT
$342M
$194K 0.01%
10,116
+12
+0.1% +$229
PSO icon
452
Pearson
PSO
$9.8B
$192K 0.01%
17,798
-2,846
-14% -$38.4K
MDXG icon
453
MiMedx Group
MDXG
$627M
$187K 0.01%
20,000
– –
ALL icon
454
Allstate
ALL
$67.3B
$185K 0.01%
2,972
– –
TWTR
455
DELISTED
Twitter, Inc.
TWTR
$185K 0.01%
7,980
+3,490
+78% +$93.1K
ICE icon
456
Intercontinental Exchange
ICE
$84.7B
$182K 0.01%
3,545
– –
WDR
457
DELISTED
Waddell & Reed Financial, Inc.
WDR
$174K 0.01%
6,055
+2,145
+55% +$73.7K
UBNK
458
DELISTED
United Financial Bancorp, Inc.
UBNK
$168K 0.01%
13,053
+1,500
+13% +$20.1K
CBI
459
DELISTED
Chicago Bridge & Iron Nv
CBI
$168K 0.01%
4,315
+1,600
+59% +$66.5K
NFLX icon
460
Netflix
NFLX
$315B
$160K 0.01%
14,000
– –
GLD icon
461
SPDR Gold Trust
GLD
$143B
$159K 0.01%
1,565
-566
-27% -$59.8K
WASH icon
462
Washington Trust Bancorp
WASH
$741M
$158K 0.01%
4,000
– –
NE
463
DELISTED
Noble Corporation
NE
$156K 0.01%
14,815
+500
+3% +$6.29K
IEO icon
464
iShares US Oil & Gas Exploration & Production ETF
IEO
$580M
$154K 0.01%
2,906
-185
-6% -$11.1K
IYK icon
465
iShares US Consumer Staples ETF
IYK
$1.42B
$150K 0.01%
4,149
– –
KKR icon
466
KKR & Co
KKR
$97.4B
$150K 0.01%
+9,625
New +$165K
HES
467
DELISTED
Hess
HES
$145K 0.01%
3,000
-150
-5% -$8.51K
MU icon
468
Micron Technology
MU
$967B
$143K 0.01%
10,100
-1,550
-13% -$24.8K
BCS.PRC
469
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$142K 0.01%
5,400
– –
AGR
470
DELISTED
Avangrid, Inc.
AGR
$141K 0.01%
+3,666
New +$133K
PIR
471
DELISTED
Pier 1 Imports, Inc.
PIR
$141K 0.01%
1,378
-177
-11% -$23.7K
GGG icon
472
Graco
GGG
$13.5B
$137K 0.01%
5,697
– –
STM icon
473
STMicroelectronics
STM
$49.4B
$137K 0.01%
20,600
+1,923
+10% +$13.6K
ES icon
474
Eversource Energy
ES
$26.6B
$133K 0.01%
2,608
-4,120
-61% -$210K
WU icon
475
Western Union
WU
$2.2B
$133K 0.01%
7,420
– –
17 18
19
20 21

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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.