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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
KS
451
DELISTED
KapStone Paper and Pack Corp.
KS
$173K 0.01%
12,477
-15,620
-56% -$211K
ICE icon
452
Intercontinental Exchange
ICE
$84.9B
$167K 0.01%
3,545
– –
RGNX icon
453
Regenxbio
RGNX
$704M
$167K 0.01%
+15,440
New +$198K
VGK icon
454
Vanguard FTSE Europe ETF
VGK
$31B
$166K 0.01%
3,424
-1,023
-23% -$47.8K
AGR
455
DELISTED
Avangrid, Inc.
AGR
$166K 0.01%
4,127
+461
+13% +$18K
UBNK
456
DELISTED
United Financial Bancorp, Inc.
UBNK
$165K 0.01%
13,053
– –
GGG icon
457
Graco
GGG
$13.5B
$159K 0.01%
5,697
– –
CBI
458
DELISTED
Chicago Bridge & Iron Nv
CBI
$158K 0.01%
4,315
– –
IEO icon
459
iShares US Oil & Gas Exploration & Production ETF
IEO
$585M
$151K 0.01%
2,906
– –
IYK icon
460
iShares US Consumer Staples ETF
IYK
$1.43B
$149K 0.01%
3,969
-180
-4% -$6.4K
NFLX icon
461
Netflix
NFLX
$311B
$149K 0.01%
14,570
+570
+4% +$5.59K
FAST icon
462
Fastenal
FAST
$60.1B
$147K 0.01%
12,016
+2,800
+30% +$30.4K
WU icon
463
Western Union
WU
$2.2B
$143K 0.01%
7,420
– –
TWTR
464
DELISTED
Twitter, Inc.
TWTR
$142K 0.01%
8,610
+630
+8% +$11K
DNP icon
465
DNP Select Income Fund
DNP
$4.1B
$140K 0.01%
13,976
– –
BCS.PRC
466
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$140K 0.01%
5,400
– –
LQD icon
467
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$124K 0.01%
1,045
– –
USG
468
DELISTED
Usg
USG
$124K 0.01%
5,000
– –
ICF icon
469
iShares Select U.S. REIT ETF
ICF
$2.07B
$120K 0.01%
2,320
-350
-13% -$16.9K
DNB
470
DELISTED
Dun & Bradstreet
DNB
$120K 0.01%
1,160
– –
SDY icon
471
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$118K 0.01%
1,477
+121
+9% +$8.96K
IJT icon
472
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$114K 0.01%
1,830
– –
AIG icon
473
American International
AIG
$40.4B
$113K 0.01%
2,091
– –
PBI icon
474
Pitney Bowes
PBI
$2.27B
$113K 0.01%
5,232
-400
-7% -$7.6K
MDY icon
475
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$112K 0.01%
425
– –
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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MXM
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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.