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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
ACG
526
DELISTED
AllianceBernstein Income Fund Inc
ACG
$75K ﹤0.01%
10,080
– –
OGE icon
527
OGE Energy
OGE
$9.54B
$73K ﹤0.01%
2,554
+2
+0.1% +$62
VHT icon
528
Vanguard Health Care ETF
VHT
$19B
$73K ﹤0.01%
522
-141
-21% -$19.5K
LNKD
529
DELISTED
LinkedIn Corporation
LNKD
$73K ﹤0.01%
+355
New +$79.1K
UGI icon
530
UGI
UGI
$7.29B
$72K ﹤0.01%
2,100
– –
AZO icon
531
AutoZone
AZO
$50.1B
$71K ﹤0.01%
106
– –
NYT icon
532
New York Times
NYT
$10.5B
$71K ﹤0.01%
5,188
– –
CGW icon
533
Invesco S&P Global Water Index ETF
CGW
$1.07B
$68K ﹤0.01%
2,365
+206
+10% +$6.03K
ALLE icon
534
Allegion
ALLE
$14.1B
$67K ﹤0.01%
1,119
– –
MBB icon
535
iShares MBS ETF
MBB
$38.9B
$66K ﹤0.01%
605
– –
EQT icon
536
EQT Corp
EQT
$33.8B
$65K ﹤0.01%
1,470
– –
ETR icon
537
Entergy
ETR
$49.3B
$64K ﹤0.01%
1,824
+8
+0.4% +$300
HOLX
538
DELISTED
Hologic
HOLX
$64K ﹤0.01%
1,675
– –
HYD icon
539
VanEck High Yield Muni ETF
HYD
$4.4B
$64K ﹤0.01%
1,075
-244
-18% -$15K
IDXX icon
540
Idexx Laboratories
IDXX
$46.9B
$64K ﹤0.01%
1,000
+400
+67% +$27.7K
SDY icon
541
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$64K ﹤0.01%
835
-200
-19% -$15.7K
COL
542
DELISTED
Rockwell Collins
COL
$64K ﹤0.01%
698
+250
+56% +$24.1K
AMAT icon
543
Applied Materials
AMAT
$415B
$63K ﹤0.01%
3,300
– –
BRCM
544
DELISTED
BROADCOM CORP CL-A
BRCM
$62K ﹤0.01%
1,210
– –
PWB icon
545
Invesco Large Cap Growth ETF
PWB
$2.39B
$61K ﹤0.01%
2,000
– –
SVC
546
Service Properties Trust
SVC
$1.05B
$61K ﹤0.01%
423
– –
CMG icon
547
Chipotle Mexican Grill
CMG
$40.7B
$60K ﹤0.01%
5,000
-5,500
-52% -$69.6K
EVT icon
548
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$59K ﹤0.01%
3,000
– –
FAST icon
549
Fastenal
FAST
$59.8B
$59K ﹤0.01%
5,616
– –
PCEF icon
550
Invesco CEF Income Composite ETF
PCEF
$817M
$57K ﹤0.01%
2,481
-600
-19% -$14.2K
20 21
22
23 24

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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 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.