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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
FAST icon
501
Fastenal
FAST
$60.6B
$94K 0.01%
9,216
+4,400
+91% +$43.3K
LAZ icon
502
Lazard
LAZ
$4.28B
$94K 0.01%
2,095
-400
-16% -$18.3K
SPSB icon
503
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$93K ﹤0.01%
3,055
– –
THRM icon
504
Gentherm
THRM
$1.28B
$92K ﹤0.01%
1,950
-100
-5% -$4.79K
EEP
505
DELISTED
Enbridge Energy Partners
EEP
$92K ﹤0.01%
4,000
– –
SCHF icon
506
Schwab International Equity ETF
SCHF
$68.5B
$91K ﹤0.01%
6,634
+676
+11% +$9.69K
KLAC icon
507
KLA
KLAC
$259B
$90K ﹤0.01%
13,000
-2,000
-13% -$12.8K
OEF icon
508
iShares S&P 100 ETF
OEF
$20.4B
$89K ﹤0.01%
972
– –
CCI icon
509
Crown Castle
CCI
$31.5B
$88K ﹤0.01%
1,016
– –
IWO icon
510
iShares Russell 2000 Growth ETF
IWO
$14.9B
$87K ﹤0.01%
625
– –
CXT icon
511
Crane NXT
CXT
$2.99B
$86K ﹤0.01%
5,182
– –
ABMD
512
DELISTED
Abiomed Inc
ABMD
$86K ﹤0.01%
+950
New +$80.6K
IXC icon
513
iShares Global Energy ETF
IXC
$2.74B
$85K ﹤0.01%
3,046
– –
APH icon
514
Amphenol
APH
$208B
$84K ﹤0.01%
6,400
– –
VYM icon
515
Vanguard High Dividend Yield ETF
VYM
$83.8B
$84K ﹤0.01%
1,259
– –
AIRI icon
516
Air Industries Group
AIRI
$12.9M
$82K ﹤0.01%
1,000
– –
AZO icon
517
AutoZone
AZO
$50B
$79K ﹤0.01%
106
– –
SCG
518
DELISTED
Scana
SCG
$79K ﹤0.01%
1,300
– –
PXLC
519
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$78K ﹤0.01%
1,996
– –
ETR icon
520
Entergy
ETR
$49.7B
$77K ﹤0.01%
2,254
– –
L icon
521
Loews
L
$23.2B
$77K ﹤0.01%
2,000
– –
MHFI
522
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$77K ﹤0.01%
780
– –
ACG
523
DELISTED
AllianceBernstein Income Fund Inc
ACG
$77K ﹤0.01%
10,080
– –
MOO icon
524
VanEck Agribusiness ETF
MOO
$978M
$76K ﹤0.01%
1,643
– –
NOC icon
525
Northrop Grumman
NOC
$81.9B
$76K ﹤0.01%
400
– –
19 20
21
22 23

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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.