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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
B
476
Barrick Mining
B
$67.2B
$115K 0.01%
18,056
+569
+3% +$4.28K
LQD icon
477
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$113K 0.01%
973
+3
+0.3% +$347
PBI icon
478
Pitney Bowes
PBI
$2.27B
$112K 0.01%
5,632
– –
CCEP icon
479
Coca-Cola Europacific Partners
CCEP
$47.1B
$110K 0.01%
2,275
– –
IJT icon
480
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$110K 0.01%
1,830
– –
PEG icon
481
Public Service Enterprise Group
PEG
$37.5B
$110K 0.01%
2,615
-200
-7% -$8.16K
LAZ icon
482
Lazard
LAZ
$4.24B
$108K 0.01%
2,495
+35
+1% +$1.8K
VBR icon
483
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$108K 0.01%
1,111
+90
+9% +$9.34K
CBI
484
DELISTED
Chicago Bridge & Iron Nv
CBI
$108K 0.01%
2,715
+70
+3% +$3.24K
MDY icon
485
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$106K 0.01%
425
– –
BTO
486
John Hancock Financial Opportunities Fund
BTO
$809M
$101K 0.01%
4,000
– –
RBS.PRH.CL
487
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$101K 0.01%
4,000
– –
BIV icon
488
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$99K 0.01%
1,163
– –
EEP
489
DELISTED
Enbridge Energy Partners
EEP
$99K 0.01%
4,000
-1,000
-20% -$28.7K
DIA icon
490
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$98K 0.01%
600
– –
ESRT icon
491
Empire State Realty Trust
ESRT
$802M
$98K 0.01%
5,738
-5,000
-47% -$86K
IYJ icon
492
iShares US Industrials ETF
IYJ
$1.95B
$96K 0.01%
2,000
– –
VBK icon
493
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$94K 0.01%
800
– –
FFC
494
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$93K 0.01%
4,954
– –
SPSB icon
495
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$93K 0.01%
3,055
– –
THRM icon
496
Gentherm
THRM
$1.27B
$92K 0.01%
2,050
– –
AIRI icon
497
Air Industries Group
AIRI
$12.7M
$89K 0.01%
+1,000
New +$90.6K
BHC icon
498
Bausch Health
BHC
$2.33B
$89K 0.01%
500
– –
IXC icon
499
iShares Global Energy ETF
IXC
$2.74B
$87K ﹤0.01%
3,046
– –
CMG icon
500
Chipotle Mexican Grill
CMG
$40.5B
$86K ﹤0.01%
6,000
+1,000
+20% +$14.2K
18 19
20
21 22

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BAM
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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.