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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
PFE icon
26
Pfizer
PFE
$153B
$17.5M 0.93%
572,768
+35,904
+7% +$1.13M
COST icon
27
Costco
COST
$420B
$17.4M 0.92%
107,588
+762
+0.7% +$120K
MET icon
28
MetLife
MET
$62.1B
$17.2M 0.91%
400,650
+22,520
+6% +$990K
ABT icon
29
Abbott
ABT
$187B
$17.2M 0.91%
382,357
+9,659
+3% +$426K
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.32T
$16.9M 0.89%
445,140
-484,920
-52% -$17.4M
COF icon
31
Capital One
COF
$134B
$16.3M 0.86%
225,369
+2,051
+0.9% +$157K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.13T
$16.1M 0.85%
121,815
-19,482
-14% -$2.61M
EMC
33
DELISTED
EMC CORPORATION
EMC
$15.9M 0.84%
618,992
-83,041
-12% -$2.16M
PSX icon
34
Phillips 66
PSX
$81.4B
$15.8M 0.83%
192,580
+10,819
+6% +$934K
AMGN icon
35
Amgen
AMGN
$222B
$15.3M 0.81%
94,007
+6,089
+7% +$957K
T icon
36
AT&T
T
$163B
$14.9M 0.79%
574,574
+31,805
+6% +$807K
VZ icon
37
Verizon
VZ
$196B
$14.6M 0.77%
316,333
+7,330
+2% +$333K
SLB icon
38
SLB Ltd
SLB
$75B
$14.3M 0.76%
205,415
-15,927
-7% -$1.19M
IBM icon
39
IBM
IBM
$224B
$14.1M 0.74%
106,824
-451
-0.4% -$60.6K
BKNG icon
40
Booking.com
BKNG
$161B
$14M 0.74%
274,100
-150
-0.1% -$7.92K
V icon
41
Visa
V
$677B
$13.9M 0.74%
179,419
+88,205
+97% +$6.83M
RTX icon
42
RTX Corp
RTX
$301B
$13.8M 0.73%
228,266
-75,433
-25% -$4.56M
CVX icon
43
Chevron
CVX
$366B
$13.8M 0.73%
153,120
+246
+0.2% +$22.2K
NVS icon
44
Novartis
NVS
$297B
$13.1M 0.69%
169,622
+79,668
+89% +$6.33M
TJX icon
45
TJX Companies
TJX
$178B
$12.6M 0.66%
354,040
+10,668
+3% +$380K
ITB icon
46
iShares US Home Construction ETF
ITB
$2.41B
$12.1M 0.64%
447,553
-2,670
-0.6% -$73.6K
DHR icon
47
Danaher
DHR
$144B
$11.8M 0.62%
188,367
+8,034
+4% +$503K
HAR
48
DELISTED
Harman International Industries
HAR
$11.3M 0.6%
120,338
+3,076
+3% +$312K
UNH icon
49
UnitedHealth
UNH
$370B
$10.9M 0.58%
92,459
+1,612
+2% +$188K
CELG
50
DELISTED
Celgene Corp
CELG
$10.5M 0.55%
87,298
+4,158
+5% +$481K
1
2
3 4 5

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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.