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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
RYN icon
526
Rayonier
RYN
$6.45B
$76K ﹤0.01%
3,761
– –
NLY icon
527
Annaly Capital Management
NLY
$17.4B
$75K ﹤0.01%
1,996
+721
+57% +$28.1K
IWN icon
528
iShares Russell 2000 Value ETF
IWN
$14.6B
$74K ﹤0.01%
800
– –
BPL
529
DELISTED
Buckeye Partners, L.P.
BPL
$73K ﹤0.01%
1,100
– –
HOT
530
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$73K ﹤0.01%
1,056
– –
SPLS
531
DELISTED
Staples Inc
SPLS
$73K ﹤0.01%
7,700
-3,800
-33% -$44.6K
RL icon
532
Ralph Lauren
RL
$23.7B
$72K ﹤0.01%
645
-15
-2% -$1.78K
VEA icon
533
Vanguard FTSE Developed Markets ETF
VEA
$236B
$72K ﹤0.01%
1,968
– –
CAVM
534
DELISTED
Cavium, Inc.
CAVM
$72K ﹤0.01%
1,100
– –
UGI icon
535
UGI
UGI
$7.54B
$71K ﹤0.01%
2,100
– –
NYT icon
536
New York Times
NYT
$10.3B
$70K ﹤0.01%
5,188
– –
UNM icon
537
Unum
UNM
$14.2B
$70K ﹤0.01%
2,100
-2,000
-49% -$69K
BRCM
538
DELISTED
BROADCOM CORP CL-A
BRCM
$70K ﹤0.01%
1,210
– –
ESI icon
539
Element Solutions
ESI
$9.17B
$69K ﹤0.01%
5,400
+1,250
+30% +$15.2K
IXP icon
540
iShares Global Comm Services ETF
IXP
$567M
$69K ﹤0.01%
1,200
– –
VHT icon
541
Vanguard Health Care ETF
VHT
$19B
$69K ﹤0.01%
522
– –
IDA icon
542
Idacorp
IDA
$8.11B
$68K ﹤0.01%
1,000
– –
IJR icon
543
iShares Core S&P Small-Cap ETF
IJR
$112B
$68K ﹤0.01%
1,240
– –
REGN icon
544
Regeneron Pharmaceuticals
REGN
$82.1B
$68K ﹤0.01%
125
+25
+25% +$13.5K
TEF
545
DELISTED
Telefonica
TEF
$67K ﹤0.01%
7,752
– –
HYD icon
546
VanEck High Yield Muni ETF
HYD
$4.4B
$66K ﹤0.01%
1,075
– –
BBWI icon
547
Bath & Body Works
BBWI
$3.81B
$65K ﹤0.01%
835
– –
CRM icon
548
Salesforce
CRM
$162B
$65K ﹤0.01%
825
-300
-27% -$23.4K
MBB icon
549
iShares MBS ETF
MBB
$39B
$65K ﹤0.01%
605
– –
OGE icon
550
OGE Energy
OGE
$9.57B
$65K ﹤0.01%
2,460
-97
-4% -$2.6K
20 21
22
23 24

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BAM
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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.