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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
WWAV
551
DELISTED
The WhiteWave Foods Company
WWAV
$55K ﹤0.01%
1,350
– –
AGNC icon
552
AGNC Investment
AGNC
$12.9B
$54K ﹤0.01%
2,900
+2,000
+222% +$35.5K
CRM icon
553
Salesforce
CRM
$161B
$54K ﹤0.01%
725
-100
-12% -$6.89K
PCEF icon
554
Invesco CEF Income Composite ETF
PCEF
$817M
$54K ﹤0.01%
2,481
– –
MYD
555
DELISTED
BlackRock MuniYield Fund
MYD
$53K ﹤0.01%
3,419
– –
SVC
556
Service Properties Trust
SVC
$1.05B
$53K ﹤0.01%
400
-20
-5% -$2.43K
IJJ icon
557
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.04B
$52K ﹤0.01%
840
– –
OA
558
DELISTED
Orbital ATK, Inc.
OA
$52K ﹤0.01%
600
+150
+33% +$12.7K
INTU icon
559
Intuit
INTU
$91.7B
$51K ﹤0.01%
490
– –
MOO icon
560
VanEck Agribusiness ETF
MOO
$978M
$51K ﹤0.01%
1,100
-543
-33% -$24.3K
ROK icon
561
Rockwell Automation
ROK
$49.6B
$51K ﹤0.01%
448
-5,079
-92% -$515K
CCK icon
562
Crown Holdings
CCK
$13.2B
$50K ﹤0.01%
1,000
– –
WPX
563
DELISTED
WPX Energy, Inc.
WPX
$50K ﹤0.01%
7,204
-166
-2% -$847
OKS
564
DELISTED
Oneok Partners LP
OKS
$50K ﹤0.01%
1,600
– –
DAL icon
565
Delta Air Lines
DAL
$59.5B
$49K ﹤0.01%
1,000
-3,000
-75% -$140K
FLG
566
Flagstar Bank National Association
FLG
$5.88B
$48K ﹤0.01%
+1,000
New +$46.3K
EL icon
567
Estee Lauder
EL
$31.6B
$47K ﹤0.01%
496
– –
GEN icon
568
Gen Digital
GEN
$17.5B
$47K ﹤0.01%
2,550
– –
HAIN icon
569
Hain Celestial
HAIN
$51.2M
$47K ﹤0.01%
1,160
-100
-8% -$3.76K
MDR
570
DELISTED
McDermott International
MDR
$47K ﹤0.01%
3,833
+166
+5% +$1.58K
BBWI icon
571
Bath & Body Works
BBWI
$3.83B
$46K ﹤0.01%
649
-186
-22% -$13.3K
STX icon
572
Seagate
STX
$187B
$46K ﹤0.01%
1,348
– –
FXH icon
573
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$45K ﹤0.01%
800
-250
-24% -$13.5K
REGN icon
574
Regeneron Pharmaceuticals
REGN
$83.1B
$45K ﹤0.01%
125
– –
VOO icon
575
Vanguard S&P 500 ETF
VOO
$1.03T
$45K ﹤0.01%
236
+100
+74% +$17.9K
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 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.