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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
PCG icon
551
PG&E
PCG
$37.5B
$57K ﹤0.01%
1,166
– –
APO icon
552
Apollo Global Management
APO
$76B
$56K ﹤0.01%
2,550
-375
-13% -$8.23K
IDA icon
553
Idacorp
IDA
$8.08B
$56K ﹤0.01%
1,000
– –
HSP
554
DELISTED
HOSPIRA INC
HSP
$56K ﹤0.01%
630
– –
NS
555
DELISTED
NuStar Energy L.P.
NS
$55K ﹤0.01%
925
– –
OA
556
DELISTED
Orbital ATK, Inc.
OA
$55K ﹤0.01%
750
+300
+67% +$22.5K
IJJ icon
557
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$54K ﹤0.01%
840
– –
OKS
558
DELISTED
Oneok Partners LP
OKS
$54K ﹤0.01%
1,600
– –
CCK icon
559
Crown Holdings
CCK
$13.1B
$53K ﹤0.01%
+1,000
New +$55.1K
DINO icon
560
HF Sinclair
DINO
$15.2B
$52K ﹤0.01%
1,218
+993
+441% +$40.1K
STX icon
561
Seagate
STX
$182B
$52K ﹤0.01%
1,098
– –
HZNP
562
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$52K ﹤0.01%
+1,500
New +$45.8K
AVNS
563
DELISTED
Avanos Medical
AVNS
$51K ﹤0.01%
1,269
-145
-10% -$6.51K
IJR icon
564
iShares Core S&P Small-Cap ETF
IJR
$112B
$51K ﹤0.01%
862
– –
SJM icon
565
J.M. Smucker
SJM
$12.6B
$51K ﹤0.01%
472
– –
LLL
566
DELISTED
L3 Technologies, Inc.
LLL
$51K ﹤0.01%
450
– –
APTV icon
567
Aptiv
APTV
$10.3B
$50K ﹤0.01%
585
– –
EIX icon
568
Edison International
EIX
$26.1B
$50K ﹤0.01%
900
– –
VMC icon
569
Vulcan Materials
VMC
$37B
$50K ﹤0.01%
600
– –
TYC
570
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$50K ﹤0.01%
1,229
– –
BR icon
571
Broadridge
BR
$19.8B
$49K ﹤0.01%
972
– –
INTU icon
572
Intuit
INTU
$91.5B
$49K ﹤0.01%
490
– –
CF icon
573
CF Industries
CF
$18.4B
$48K ﹤0.01%
750
– –
GEN icon
574
Gen Digital
GEN
$17.5B
$48K ﹤0.01%
2,050
– –
DKS icon
575
Dick's Sporting Goods
DKS
$19.2B
$47K ﹤0.01%
900
– –
21 22
23
24 25

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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.