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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
PFE icon
26
Pfizer
PFE
$153B
$16.9M 0.89%
599,388
+26,620
+5% +$760K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.13T
$16.7M 0.89%
117,987
-3,828
-3% -$508K
CVX icon
28
Chevron
CVX
$366B
$16.7M 0.88%
174,834
+21,714
+14% +$1.9M
COST icon
29
Costco
COST
$420B
$16.5M 0.88%
105,003
-2,585
-2% -$392K
MET icon
30
MetLife
MET
$62.1B
$16.3M 0.86%
415,046
+14,396
+4% +$538K
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.32T
$16.1M 0.86%
433,560
-11,580
-3% -$415K
COF icon
32
Capital One
COF
$134B
$15.8M 0.84%
227,762
+2,393
+1% +$158K
IBM icon
33
IBM
IBM
$224B
$15.2M 0.8%
104,889
-1,935
-2% -$247K
EMC
34
DELISTED
EMC CORPORATION
EMC
$14.9M 0.79%
560,690
-58,302
-9% -$1.48M
ABT icon
35
Abbott
ABT
$187B
$14.9M 0.79%
355,437
-26,920
-7% -$1.07M
V icon
36
Visa
V
$677B
$14.9M 0.79%
194,346
+14,927
+8% +$1.08M
SLB icon
37
SLB Ltd
SLB
$75B
$14.5M 0.77%
196,275
-9,140
-4% -$643K
AGN
38
DELISTED
Allergan plc
AGN
$14.3M 0.76%
53,259
-3,892
-7% -$1.11M
BKNG icon
39
Booking.com
BKNG
$161B
$14.2M 0.75%
274,625
+525
+0.2% +$25.1K
AMGN icon
40
Amgen
AMGN
$222B
$13.8M 0.73%
92,255
-1,752
-2% -$260K
TJX icon
41
TJX Companies
TJX
$178B
$13.7M 0.72%
348,586
-5,454
-2% -$198K
CB icon
42
Chubb
CB
$135B
$13.5M 0.72%
113,704
+113,333
+30,548% +$13M
MDT icon
43
Medtronic
MDT
$112B
$12.9M 0.68%
171,962
+145,911
+560% +$11M
UNH icon
44
UnitedHealth
UNH
$370B
$12.8M 0.68%
99,125
+6,666
+7% +$789K
RTX icon
45
RTX Corp
RTX
$301B
$12.6M 0.67%
200,050
-28,216
-12% -$1.64M
DHR icon
46
Danaher
DHR
$144B
$12.4M 0.66%
194,052
+5,685
+3% +$339K
HAR
47
DELISTED
Harman International Industries
HAR
$12.3M 0.65%
137,971
+17,633
+15% +$1.4M
ITB icon
48
iShares US Home Construction ETF
ITB
$2.41B
$12.2M 0.65%
451,285
+3,732
+0.8% +$91.8K
NVS icon
49
Novartis
NVS
$297B
$12.2M 0.64%
187,346
+17,724
+10% +$1.21M
BLK icon
50
Blackrock
BLK
$176B
$12M 0.64%
35,290
+10,944
+45% +$3.47M
1
2
3 4 5

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BAM
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ACI
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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.