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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
ABT icon
26
Abbott
ABT
$187B
$18.6M 0.98%
378,343
-13,541
-3% -$650K
STT icon
27
State Street
STT
$50.7B
$18.1M 0.96%
235,532
-6,189
-3% -$482K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.13T
$17.7M 0.93%
129,821
+6,633
+5% +$946K
MET icon
29
MetLife
MET
$62.1B
$17.1M 0.9%
343,495
-1,139
-0.3% -$53.9K
SLB icon
30
SLB Ltd
SLB
$75B
$17.1M 0.9%
198,322
-10,143
-5% -$915K
PFE icon
31
Pfizer
PFE
$153B
$16.9M 0.89%
532,628
-24,760
-4% -$807K
DD
32
DELISTED
Du Pont De Nemours E I
DD
$16.9M 0.89%
277,563
-2,899
-1% -$195K
CSCO icon
33
Cisco
CSCO
$479B
$16.7M 0.88%
607,592
-16,960
-3% -$486K
IBM icon
34
IBM
IBM
$224B
$16.4M 0.86%
105,189
+586
+0.6% +$94.2K
CB
35
DELISTED
CHUBB CORPORATION
CB
$15.5M 0.81%
162,487
-1,656
-1% -$163K
CVX icon
36
Chevron
CVX
$366B
$15.2M 0.8%
157,299
-23,901
-13% -$2.51M
COST icon
37
Costco
COST
$420B
$14.9M 0.79%
110,466
-1,789
-2% -$257K
PEP icon
38
PepsiCo
PEP
$190B
$14.7M 0.77%
156,996
-5,543
-3% -$530K
T icon
39
AT&T
T
$163B
$14.5M 0.76%
540,626
-10,901
-2% -$282K
VZ icon
40
Verizon
VZ
$196B
$13.9M 0.73%
298,083
-15,378
-5% -$753K
AMGN icon
41
Amgen
AMGN
$222B
$13.7M 0.72%
89,287
-7,367
-8% -$1.18M
OMC icon
42
Omnicom Group
OMC
$23.4B
$13.7M 0.72%
197,124
-2,490
-1% -$188K
MSI icon
43
Motorola Solutions
MSI
$77.4B
$13.4M 0.71%
234,216
+1,154
+0.5% +$69.1K
ITB icon
44
iShares US Home Construction ETF
ITB
$2.35B
$13.2M 0.69%
479,030
-12,445
-3% -$338K
PSX icon
45
Phillips 66
PSX
$81.4B
$12.9M 0.68%
160,331
+679
+0.4% +$54K
CMI icon
46
Cummins
CMI
$88.7B
$12.2M 0.64%
93,265
+1,023
+1% +$141K
HAR
47
DELISTED
Harman International Industries
HAR
$12.1M 0.64%
101,855
+22,899
+29% +$2.95M
TJX icon
48
TJX Companies
TJX
$178B
$11.9M 0.63%
359,212
-20,714
-5% -$689K
DIS icon
49
Walt Disney
DIS
$181B
$11.2M 0.59%
97,905
+1,084
+1% +$119K
GPC icon
50
Genuine Parts
GPC
$18.7B
$11.1M 0.59%
124,515
-93,762
-43% -$8.64M
1
2
3 4 5

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BAM
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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.