We are live on ! Find out more
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
CINF icon
476
Cincinnati Financial
CINF
$26.6B
$111K 0.01%
1,692
-3,771
-69% -$230K
HUM icon
477
Humana
HUM
$44.8B
$110K 0.01%
603
-86
-12% -$14.9K
POT
478
DELISTED
Potash Corp Of Saskatchewan
POT
$108K 0.01%
6,338
+5,700
+893% +$95.9K
IYJ icon
479
iShares US Industrials ETF
IYJ
$1.95B
$107K 0.01%
2,000
– –
DIA icon
480
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$106K 0.01%
600
– –
EPP icon
481
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$106K 0.01%
2,704
-300
-10% -$10.9K
SCHF icon
482
Schwab International Equity ETF
SCHF
$68.5B
$106K 0.01%
7,808
+1,174
+18% +$15.2K
VBR icon
483
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$106K 0.01%
1,038
-73
-7% -$6.87K
RBS.PRH.CL
484
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$103K 0.01%
4,000
– –
FFC
485
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$101K 0.01%
4,954
– –
BIV icon
486
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$100K 0.01%
1,163
– –
CXT icon
487
Crane NXT
CXT
$2.95B
$97K 0.01%
5,182
– –
MU icon
488
Micron Technology
MU
$981B
$96K 0.01%
9,200
-900
-9% -$10.1K
CCEP icon
489
Coca-Cola Europacific Partners
CCEP
$47.1B
$95K 0.01%
1,875
-400
-18% -$19.3K
KLAC icon
490
KLA
KLAC
$262B
$95K 0.01%
13,000
– –
VBK icon
491
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$95K 0.01%
800
– –
DWX icon
492
State Street SPDR S&P International Dividend ETF
DWX
$528M
$94K 0.01%
2,673
-700
-21% -$22.6K
SPSB icon
493
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
SCG
494
DELISTED
Scana
SCG
$91K ﹤0.01%
1,300
– –
IXC icon
495
iShares Global Energy ETF
IXC
$2.74B
$90K ﹤0.01%
3,046
– –
OEF icon
496
iShares S&P 100 ETF
OEF
$20.4B
$89K ﹤0.01%
972
– –
SF
497
Stifel
SF
$12.7B
$89K ﹤0.01%
+6,750
New +$95.9K
CCI icon
498
Crown Castle
CCI
$31.3B
$88K ﹤0.01%
1,016
– –
HOT
499
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$88K ﹤0.01%
1,056
– –
IXP icon
500
iShares Global Comm Services ETF
IXP
$567M
$87K ﹤0.01%
1,400
+200
+17% +$11.8K
18 19
20
21 22

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.