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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
+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
UGI icon
501
UGI
UGI
$7.45B
$85K ﹤0.01%
2,100
– –
AZO icon
502
AutoZone
AZO
$49.7B
$84K ﹤0.01%
106
– –
RYN icon
503
Rayonier
RYN
$6.47B
$84K ﹤0.01%
3,761
– –
NE
504
DELISTED
Noble Corporation
NE
$84K ﹤0.01%
8,100
-6,715
-45% -$60.9K
IWO icon
505
iShares Russell 2000 Growth ETF
IWO
$14.9B
$83K ﹤0.01%
625
– –
VYM icon
506
Vanguard High Dividend Yield ETF
VYM
$83.8B
$83K ﹤0.01%
1,195
-64
-5% -$4.19K
LLL
507
DELISTED
L3 Technologies, Inc.
LLL
$83K ﹤0.01%
700
+250
+56% +$29.2K
IEF icon
508
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$81K ﹤0.01%
+730
New +$79.6K
LAZ icon
509
Lazard
LAZ
$4.28B
$81K ﹤0.01%
2,095
– –
THRM icon
510
Gentherm
THRM
$1.28B
$81K ﹤0.01%
1,950
– –
NOC icon
511
Northrop Grumman
NOC
$81.8B
$79K ﹤0.01%
400
– –
ACG
512
DELISTED
AllianceBernstein Income Fund Inc
ACG
$79K ﹤0.01%
10,080
– –
PXLC
513
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$78K ﹤0.01%
1,996
– –
NLY icon
514
Annaly Capital Management
NLY
$17.5B
$77K ﹤0.01%
1,871
-125
-6% -$4.9K
MHFI
515
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$77K ﹤0.01%
780
– –
IDA icon
516
Idacorp
IDA
$8.12B
$75K ﹤0.01%
1,000
– –
IWN icon
517
iShares Russell 2000 Value ETF
IWN
$14.6B
$75K ﹤0.01%
800
– –
BPL
518
DELISTED
Buckeye Partners, L.P.
BPL
$75K ﹤0.01%
1,100
– –
GSAT icon
519
Globalstar
GSAT
$10.8B
$74K ﹤0.01%
3,333
+1,333
+67% +$25.4K
EEP
520
DELISTED
Enbridge Energy Partners
EEP
$73K ﹤0.01%
4,000
– –
OGE icon
521
OGE Energy
OGE
$9.59B
$71K ﹤0.01%
2,463
+3
+0.1% +$79
VEA icon
522
Vanguard FTSE Developed Markets ETF
VEA
$236B
$71K ﹤0.01%
1,968
– –
IJR icon
523
iShares Core S&P Small-Cap ETF
IJR
$112B
$70K ﹤0.01%
1,240
– –
APH icon
524
Amphenol
APH
$207B
$69K ﹤0.01%
4,800
-1,600
-25% -$20.8K
L icon
525
Loews
L
$23.2B
$69K ﹤0.01%
1,800
-200
-10% -$7.36K
19 20
21
22 23

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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.