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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
MINT icon
551
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$64K ﹤0.01%
632
– –
COL
552
DELISTED
Rockwell Collins
COL
$64K ﹤0.01%
698
– –
FXH icon
553
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$63K ﹤0.01%
1,050
-300
-22% -$17.9K
ORLY icon
554
O'Reilly Automotive
ORLY
$74.9B
$63K ﹤0.01%
3,750
– –
PWB icon
555
Invesco Large Cap Growth ETF
PWB
$2.39B
$63K ﹤0.01%
2,000
– –
XEL icon
556
Xcel Energy
XEL
$48.5B
$63K ﹤0.01%
1,748
– –
TW
557
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$62K ﹤0.01%
486
– –
TLT icon
558
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$60K ﹤0.01%
+500
New +$60.9K
AMAT icon
559
Applied Materials
AMAT
$417B
$58K ﹤0.01%
3,100
– –
DINO icon
560
HF Sinclair
DINO
$15.2B
$58K ﹤0.01%
1,458
– –
EVT icon
561
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$58K ﹤0.01%
3,000
– –
NUE icon
562
Nucor
NUE
$61.9B
$57K ﹤0.01%
1,405
– –
VMC icon
563
Vulcan Materials
VMC
$37.3B
$57K ﹤0.01%
600
– –
LNKD
564
DELISTED
LinkedIn Corporation
LNKD
$56K ﹤0.01%
250
-25
-9% -$5.67K
SVC
565
Service Properties Trust
SVC
$1.05B
$55K ﹤0.01%
420
-3
-0.7% -$403
GEN icon
566
Gen Digital
GEN
$17.4B
$54K ﹤0.01%
2,550
– –
LLL
567
DELISTED
L3 Technologies, Inc.
LLL
$54K ﹤0.01%
450
– –
APA icon
568
APA Corp
APA
$14.2B
$53K ﹤0.01%
1,200
-5,176
-81% -$241K
EIX icon
569
Edison International
EIX
$26.9B
$53K ﹤0.01%
900
– –
PCEF icon
570
Invesco CEF Income Composite ETF
PCEF
$817M
$53K ﹤0.01%
2,481
– –
WWAV
571
DELISTED
The WhiteWave Foods Company
WWAV
$53K ﹤0.01%
+1,350
New +$54.6K
BR icon
572
Broadridge
BR
$19.5B
$51K ﹤0.01%
947
– –
CCK icon
573
Crown Holdings
CCK
$13.1B
$51K ﹤0.01%
1,000
– –
HAIN icon
574
Hain Celestial
HAIN
$48.8M
$51K ﹤0.01%
1,260
+290
+30% +$13.2K
MYD
575
DELISTED
BlackRock MuniYield Fund
MYD
$51K ﹤0.01%
3,419
– –
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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MXM
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OSIA
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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.