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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
MOO icon
501
VanEck Agribusiness ETF
MOO
$978M
$96K 0.01%
1,743
– –
APH icon
502
Amphenol
APH
$207B
$93K ﹤0.01%
6,400
– –
FXH icon
503
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$93K ﹤0.01%
1,350
– –
SPSB icon
504
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$93K ﹤0.01%
3,055
– –
FFC
505
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
$92K ﹤0.01%
4,954
– –
SCHF icon
506
Schwab International Equity ETF
SCHF
$68.3B
$91K ﹤0.01%
5,958
+2,000
+51% +$31.4K
ELV icon
507
Elevance Health
ELV
$86.2B
$88K ﹤0.01%
534
– –
OEF icon
508
iShares S&P 100 ETF
OEF
$20.5B
$88K ﹤0.01%
972
– –
RL icon
509
Ralph Lauren
RL
$24.2B
$87K ﹤0.01%
660
– –
SCG
510
DELISTED
Scana
SCG
$86K ﹤0.01%
1,700
+400
+31% +$21.1K
HOT
511
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$86K ﹤0.01%
1,056
-100
-9% -$8.37K
VYM icon
512
Vanguard High Dividend Yield ETF
VYM
$83.7B
$85K ﹤0.01%
1,259
– –
TEF
513
DELISTED
Telefonica
TEF
$83K ﹤0.01%
7,752
– –
CCI icon
514
Crown Castle
CCI
$31.3B
$82K ﹤0.01%
1,016
– –
IWN icon
515
iShares Russell 2000 Value ETF
IWN
$14.5B
$82K ﹤0.01%
800
– –
BPL
516
DELISTED
Buckeye Partners, L.P.
BPL
$81K ﹤0.01%
1,100
– –
SNI
517
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$81K ﹤0.01%
1,245
-50
-4% -$3.41K
PXLC
518
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$80K ﹤0.01%
1,996
– –
CRM icon
519
Salesforce
CRM
$162B
$78K ﹤0.01%
1,125
+575
+105% +$40.9K
DAL icon
520
Delta Air Lines
DAL
$58.7B
$78K ﹤0.01%
+1,900
New +$83K
VEA icon
521
Vanguard FTSE Developed Markets ETF
VEA
$236B
$78K ﹤0.01%
1,968
– –
MHFI
522
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$78K ﹤0.01%
780
– –
L icon
523
Loews
L
$23.3B
$77K ﹤0.01%
2,000
– –
CAVM
524
DELISTED
Cavium, Inc.
CAVM
$76K ﹤0.01%
1,100
– –
IXP icon
525
iShares Global Comm Services ETF
IXP
$571M
$75K ﹤0.01%
1,200
– –
19 20
21
22 23

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BAM
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ACI
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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.