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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
DAL icon
501
Delta Air Lines
DAL
$59.7B
$85K ﹤0.01%
1,900
– –
CXT icon
502
Crane NXT
CXT
$2.97B
$84K ﹤0.01%
5,182
-1,152
-18% -$21.2K
IWO icon
503
iShares Russell 2000 Growth ETF
IWO
$14.9B
$84K ﹤0.01%
625
– –
APH icon
504
Amphenol
APH
$207B
$82K ﹤0.01%
6,400
– –
OEF icon
505
iShares S&P 100 ETF
OEF
$20.4B
$82K ﹤0.01%
972
– –
SCHF icon
506
Schwab International Equity ETF
SCHF
$68.4B
$82K ﹤0.01%
5,958
– –
CCI icon
507
Crown Castle
CCI
$31.4B
$80K ﹤0.01%
1,016
– –
FXH icon
508
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$79K ﹤0.01%
1,350
– –
VYM icon
509
Vanguard High Dividend Yield ETF
VYM
$83.8B
$79K ﹤0.01%
1,259
– –
ACG
510
DELISTED
AllianceBernstein Income Fund Inc
ACG
$79K ﹤0.01%
10,080
– –
CRM icon
511
Salesforce
CRM
$161B
$78K ﹤0.01%
1,125
– –
RL icon
512
Ralph Lauren
RL
$23.8B
$78K ﹤0.01%
660
– –
AZO icon
513
AutoZone
AZO
$49.9B
$77K ﹤0.01%
106
– –
KLAC icon
514
KLA
KLAC
$259B
$75K ﹤0.01%
+15,000
New +$77.1K
MOO icon
515
VanEck Agribusiness ETF
MOO
$979M
$75K ﹤0.01%
1,643
-100
-6% -$5.15K
RYN icon
516
Rayonier
RYN
$6.47B
$75K ﹤0.01%
3,761
-413
-10% -$8.94K
RAD
517
DELISTED
Rite Aid Corporation
RAD
$75K ﹤0.01%
+620
New +$103K
ETR icon
518
Entergy
ETR
$49.8B
$73K ﹤0.01%
2,254
+430
+24% +$14.6K
UGI icon
519
UGI
UGI
$7.5B
$73K ﹤0.01%
2,100
– –
SCG
520
DELISTED
Scana
SCG
$73K ﹤0.01%
1,300
-400
-24% -$21.5K
PXLC
521
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$73K ﹤0.01%
1,996
– –
IWN icon
522
iShares Russell 2000 Value ETF
IWN
$14.6B
$72K ﹤0.01%
800
– –
L icon
523
Loews
L
$23.2B
$72K ﹤0.01%
2,000
– –
DINO icon
524
HF Sinclair
DINO
$15.4B
$71K ﹤0.01%
1,458
+240
+20% +$11.4K
DVN icon
525
Devon Energy
DVN
$50.1B
$70K ﹤0.01%
1,900
-4,376
-70% -$201K
19 20
21
22 23

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IA
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SCC
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BAM
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ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
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PP
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MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.