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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
ICF icon
476
iShares Select U.S. REIT ETF
ICF
$2.07B
$132K 0.01%
2,670
-450
-14% -$21.9K
AIG icon
477
American International
AIG
$40.4B
$130K 0.01%
2,091
-707
-25% -$43.1K
DNP icon
478
DNP Select Income Fund
DNP
$4.1B
$125K 0.01%
13,976
– –
HUM icon
479
Humana
HUM
$44.8B
$123K 0.01%
689
– –
USG
480
DELISTED
Usg
USG
$121K 0.01%
+5,000
New +$123K
DNB
481
DELISTED
Dun & Bradstreet
DNB
$121K 0.01%
1,160
-100
-8% -$10.9K
LQD icon
482
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$119K 0.01%
1,045
+72
+7% +$8.32K
PBI icon
483
Pitney Bowes
PBI
$2.27B
$116K 0.01%
5,632
– –
EPP icon
484
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$115K 0.01%
3,004
-463
-13% -$18K
IJT icon
485
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$114K 0.01%
1,830
– –
DWX icon
486
State Street SPDR S&P International Dividend ETF
DWX
$528M
$113K 0.01%
3,373
-1,183
-26% -$41.6K
CCEP icon
487
Coca-Cola Europacific Partners
CCEP
$47.1B
$112K 0.01%
2,275
– –
VBR icon
488
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$110K 0.01%
1,111
– –
MDY icon
489
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$108K 0.01%
425
– –
DIA icon
490
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$104K 0.01%
600
– –
ESRT icon
491
Empire State Realty Trust
ESRT
$802M
$104K 0.01%
5,738
– –
IYJ icon
492
iShares US Industrials ETF
IYJ
$1.95B
$103K 0.01%
2,000
– –
RBS.PRH.CL
493
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$103K 0.01%
4,000
– –
DHI icon
494
D.R. Horton
DHI
$42.2B
$102K 0.01%
+3,200
New +$99.9K
TD icon
495
Toronto Dominion Bank
TD
$201B
$102K 0.01%
2,600
-10,935
-81% -$443K
PEG icon
496
Public Service Enterprise Group
PEG
$37.5B
$101K 0.01%
2,615
– –
SDY icon
497
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$100K 0.01%
1,356
+521
+62% +$39.7K
FFC
498
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$99K 0.01%
4,954
– –
BIV icon
499
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$97K 0.01%
1,163
– –
VBK icon
500
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$97K 0.01%
800
– –
18 19
20
21 22

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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 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.