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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
COL
551
DELISTED
Rockwell Collins
COL
$57K ﹤0.01%
698
– –
TW
552
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$57K ﹤0.01%
486
+286
+143% +$35.4K
EVT icon
553
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$55K ﹤0.01%
3,000
– –
SJM icon
554
J.M. Smucker
SJM
$12.5B
$54K ﹤0.01%
472
– –
SVC
555
Service Properties Trust
SVC
$1.05B
$54K ﹤0.01%
423
– –
VMC icon
556
Vulcan Materials
VMC
$37.3B
$54K ﹤0.01%
600
– –
OA
557
DELISTED
Orbital ATK, Inc.
OA
$54K ﹤0.01%
750
– –
NUE icon
558
Nucor
NUE
$61.9B
$53K ﹤0.01%
1,405
-5,372
-79% -$230K
BR icon
559
Broadridge
BR
$19.5B
$52K ﹤0.01%
947
-25
-3% -$1.34K
EQT icon
560
EQT Corp
EQT
$34B
$52K ﹤0.01%
1,470
– –
ESI icon
561
Element Solutions
ESI
$9.17B
$52K ﹤0.01%
4,150
– –
HQH
562
abrdn Healthcare Investors
HQH
$1.34B
$52K ﹤0.01%
1,883
+713
+61% +$24.3K
PCEF icon
563
Invesco CEF Income Composite ETF
PCEF
$817M
$52K ﹤0.01%
2,481
– –
LNKD
564
DELISTED
LinkedIn Corporation
LNKD
$52K ﹤0.01%
275
-80
-23% -$15.9K
BHP icon
565
BHP
BHP
$229B
$51K ﹤0.01%
1,794
-8,438
-82% -$274K
GEN icon
566
Gen Digital
GEN
$17.4B
$50K ﹤0.01%
2,550
+500
+24% +$10.8K
HAIN icon
567
Hain Celestial
HAIN
$48.8M
$50K ﹤0.01%
970
-2,175
-69% -$138K
HOLX
568
DELISTED
Hologic
HOLX
$50K ﹤0.01%
1,280
-395
-24% -$15.7K
NLY icon
569
Annaly Capital Management
NLY
$17.4B
$50K ﹤0.01%
1,275
– –
MYD
570
DELISTED
BlackRock MuniYield Fund
MYD
$49K ﹤0.01%
3,419
– –
IJJ icon
571
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$48K ﹤0.01%
840
– –
REGN icon
572
Regeneron Pharmaceuticals
REGN
$82.1B
$47K ﹤0.01%
+100
New +$53.7K
LLL
573
DELISTED
L3 Technologies, Inc.
LLL
$47K ﹤0.01%
450
– –
OKS
574
DELISTED
Oneok Partners LP
OKS
$47K ﹤0.01%
1,600
– –
AMAT icon
575
Applied Materials
AMAT
$417B
$46K ﹤0.01%
3,100
-200
-6% -$3.34K
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 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.