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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
OGE icon
526
OGE Energy
OGE
$9.57B
$70K ﹤0.01%
2,557
+3
+0.1% +$86
TEF
527
DELISTED
Telefonica
TEF
$70K ﹤0.01%
7,752
– –
VEA icon
528
Vanguard FTSE Developed Markets ETF
VEA
$236B
$70K ﹤0.01%
1,968
– –
HOT
529
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$70K ﹤0.01%
1,056
– –
IXP icon
530
iShares Global Comm Services ETF
IXP
$567M
$68K ﹤0.01%
1,200
– –
CAVM
531
DELISTED
Cavium, Inc.
CAVM
$68K ﹤0.01%
1,100
– –
MHFI
532
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$67K ﹤0.01%
780
– –
HYD icon
533
VanEck High Yield Muni ETF
HYD
$4.4B
$66K ﹤0.01%
1,075
– –
IJR icon
534
iShares Core S&P Small-Cap ETF
IJR
$112B
$66K ﹤0.01%
1,240
+378
+44% +$21.4K
MBB icon
535
iShares MBS ETF
MBB
$39B
$66K ﹤0.01%
605
– –
NOC icon
536
Northrop Grumman
NOC
$81.8B
$66K ﹤0.01%
400
-600
-60% -$101K
IDA icon
537
Idacorp
IDA
$8.11B
$65K ﹤0.01%
1,000
– –
BPL
538
DELISTED
Buckeye Partners, L.P.
BPL
$65K ﹤0.01%
1,100
– –
MINT icon
539
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
+632
New +$63.9K
VHT icon
540
Vanguard Health Care ETF
VHT
$19B
$64K ﹤0.01%
522
– –
ORLY icon
541
O'Reilly Automotive
ORLY
$74.9B
$63K ﹤0.01%
+3,750
New +$60.5K
XEL icon
542
Xcel Energy
XEL
$48.5B
$62K ﹤0.01%
1,748
-6,266
-78% -$213K
BRCM
543
DELISTED
BROADCOM CORP CL-A
BRCM
$62K ﹤0.01%
1,210
– –
BBWI icon
544
Bath & Body Works
BBWI
$3.81B
$61K ﹤0.01%
+835
New +$57.7K
NYT icon
545
New York Times
NYT
$10.3B
$61K ﹤0.01%
5,188
– –
SDY icon
546
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$60K ﹤0.01%
835
– –
STX icon
547
Seagate
STX
$186B
$60K ﹤0.01%
1,348
+250
+23% +$12.1K
PWB icon
548
Invesco Large Cap Growth ETF
PWB
$2.39B
$59K ﹤0.01%
2,000
– –
EIX icon
549
Edison International
EIX
$26.9B
$57K ﹤0.01%
900
– –
WPX
550
DELISTED
WPX Energy, Inc.
WPX
$57K ﹤0.01%
8,677
-508
-6% -$4.25K
20 21
22
23 24

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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.