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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
IWS icon
476
iShares Russell Mid-Cap Value ETF
IWS
$16B
$119K 0.01%
1,618
+875
+118% +$66K
ES icon
477
Eversource Energy
ES
$26.8B
$118K 0.01%
2,608
-4,320
-62% -$209K
DNP icon
478
DNP Select Income Fund
DNP
$4.1B
$117K 0.01%
11,585
– –
PBI icon
479
Pitney Bowes
PBI
$2.32B
$117K 0.01%
5,632
– –
MDY icon
480
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$116K 0.01%
425
– –
MN
481
DELISTED
MANNING & NAPIER, INC.
MN
$116K 0.01%
11,664
-11,117
-49% -$128K
GLD icon
482
SPDR Gold Trust
GLD
$143B
$114K 0.01%
1,011
+325
+47% +$37.2K
HUM icon
483
Humana
HUM
$45.3B
$113K 0.01%
589
-786
-57% -$146K
THRM icon
484
Gentherm
THRM
$1.29B
$113K 0.01%
2,050
– –
WPX
485
DELISTED
WPX Energy, Inc.
WPX
$113K 0.01%
9,185
-820
-8% -$10.8K
LQD icon
486
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$112K 0.01%
970
– –
BHC icon
487
Bausch Health
BHC
$2.31B
$111K 0.01%
500
– –
PEG icon
488
Public Service Enterprise Group
PEG
$37.4B
$111K 0.01%
2,815
+200
+8% +$8.3K
VBR icon
489
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$110K 0.01%
1,021
+379
+59% +$41.6K
BTO
490
John Hancock Financial Opportunities Fund
BTO
$807M
$109K 0.01%
4,000
– –
IXC icon
491
iShares Global Energy ETF
IXC
$2.74B
$107K 0.01%
3,046
-225
-7% -$8.41K
VBK icon
492
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$107K 0.01%
800
– –
ESI icon
493
Element Solutions
ESI
$9.25B
$106K 0.01%
4,150
– –
DIA icon
494
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$105K 0.01%
600
– –
IYJ icon
495
iShares US Industrials ETF
IYJ
$1.96B
$105K 0.01%
2,000
– –
RBS.PRH.CL
496
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$102K 0.01%
+4,000
New +$102K
CCEP icon
497
Coca-Cola Europacific Partners
CCEP
$46.8B
$99K 0.01%
2,275
– –
BIV icon
498
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$98K 0.01%
1,163
– –
IWO icon
499
iShares Russell 2000 Growth ETF
IWO
$14.9B
$97K 0.01%
625
– –
RYN icon
500
Rayonier
RYN
$6.48B
$97K 0.01%
4,174
– –
18 19
20
21 22

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.