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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
ORLY icon
526
O'Reilly Automotive
ORLY
$74.9B
$68K ﹤0.01%
3,750
– –
HYD icon
527
VanEck High Yield Muni ETF
HYD
$4.4B
$67K ﹤0.01%
1,075
– –
TEF
528
DELISTED
Telefonica
TEF
$67K ﹤0.01%
7,752
– –
CAVM
529
DELISTED
Cavium, Inc.
CAVM
$67K ﹤0.01%
1,100
– –
AMAT icon
530
Applied Materials
AMAT
$417B
$66K ﹤0.01%
3,100
– –
MBB icon
531
iShares MBS ETF
MBB
$39B
$66K ﹤0.01%
605
– –
NUE icon
532
Nucor
NUE
$61.9B
$66K ﹤0.01%
1,405
– –
EIX icon
533
Edison International
EIX
$26.9B
$65K ﹤0.01%
900
– –
NYT icon
534
New York Times
NYT
$10.3B
$65K ﹤0.01%
5,188
– –
UNM icon
535
Unum
UNM
$14.2B
$65K ﹤0.01%
2,100
– –
ESI icon
536
Element Solutions
ESI
$9.18B
$64K ﹤0.01%
7,400
+2,000
+37% +$15.8K
MINT icon
537
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
632
– –
VHT icon
538
Vanguard Health Care ETF
VHT
$19B
$64K ﹤0.01%
522
– –
COL
539
DELISTED
Rockwell Collins
COL
$64K ﹤0.01%
698
– –
VMC icon
540
Vulcan Materials
VMC
$37.3B
$63K ﹤0.01%
600
– –
PWB icon
541
Invesco Large Cap Growth ETF
PWB
$2.39B
$62K ﹤0.01%
2,000
– –
RL icon
542
Ralph Lauren
RL
$23.7B
$62K ﹤0.01%
645
– –
AIRI icon
543
Air Industries Group
AIRI
$12.7M
$61K ﹤0.01%
1,000
– –
SJM icon
544
J.M. Smucker
SJM
$12.5B
$61K ﹤0.01%
472
-1,648
-78% -$208K
CTWS
545
DELISTED
Connecticut Water Service Inc
CTWS
$59K ﹤0.01%
1,298
+1,000
+336% +$41.6K
EVT icon
546
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$58K ﹤0.01%
3,000
– –
CME icon
547
CME Group
CME
$93.3B
$57K ﹤0.01%
593
+48
+9% +$4.37K
BR icon
548
Broadridge
BR
$19.5B
$56K ﹤0.01%
947
– –
ETR icon
549
Entergy
ETR
$49.7B
$56K ﹤0.01%
1,424
-830
-37% -$30.1K
NTC
550
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$56K ﹤0.01%
4,222
+2,122
+101% +$27.3K
20 21
22
23 24

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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 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.