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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
CME icon
576
CME Group
CME
$93.2B
$49K ﹤0.01%
545
-6,943
-93% -$653K
IJJ icon
577
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$49K ﹤0.01%
840
– –
STX icon
578
Seagate
STX
$186B
$49K ﹤0.01%
1,348
– –
OKS
579
DELISTED
Oneok Partners LP
OKS
$48K ﹤0.01%
1,600
– –
INTU icon
580
Intuit
INTU
$92B
$47K ﹤0.01%
490
– –
APTV icon
581
Aptiv
APTV
$10.3B
$46K ﹤0.01%
540
– –
HQH
582
abrdn Healthcare Investors
HQH
$1.34B
$45K ﹤0.01%
1,533
-350
-19% -$10.8K
EL icon
583
Estee Lauder
EL
$31.8B
$44K ﹤0.01%
496
– –
EVRI
584
DELISTED
Everi Holdings
EVRI
$44K ﹤0.01%
+10,000
New +$42.6K
HOLX
585
DELISTED
Hologic
HOLX
$44K ﹤0.01%
1,150
-130
-10% -$5.06K
CB icon
586
Chubb
CB
$134B
$43K ﹤0.01%
371
– –
GSAT icon
587
Globalstar
GSAT
$10.8B
$43K ﹤0.01%
+2,000
New +$55.1K
NIO
588
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$43K ﹤0.01%
3,000
– –
ELV icon
589
Elevance Health
ELV
$84.7B
$42K ﹤0.01%
304
– –
WPX
590
DELISTED
WPX Energy, Inc.
WPX
$42K ﹤0.01%
7,370
-1,307
-15% -$9.71K
CMG icon
591
Chipotle Mexican Grill
CMG
$40.5B
$41K ﹤0.01%
4,250
-1,750
-29% -$21.4K
HYG icon
592
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$41K ﹤0.01%
507
+303
+149% +$25.2K
IWD icon
593
iShares Russell 1000 Value ETF
IWD
$84B
$41K ﹤0.01%
415
– –
MCK icon
594
McKesson
MCK
$105B
$41K ﹤0.01%
207
– –
PFF icon
595
iShares Preferred and Income Securities ETF
PFF
$13.2B
$41K ﹤0.01%
1,065
– –
TYC
596
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$41K ﹤0.01%
1,229
– –
IYE icon
597
iShares US Energy ETF
IYE
$1.79B
$40K ﹤0.01%
1,193
-2,395
-67% -$88.5K
OA
598
DELISTED
Orbital ATK, Inc.
OA
$40K ﹤0.01%
450
-300
-40% -$25.2K
TR icon
599
Tootsie Roll Industries
TR
$2.97B
$39K ﹤0.01%
1,711
– –
VTI icon
600
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$39K ﹤0.01%
376
– –
22 23
24
25 26

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BAM
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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.