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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
CPGX
576
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
$45K ﹤0.01%
1,786
-22
-1% -$426
NIO
577
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$44K ﹤0.01%
3,000
– –
SPLS
578
DELISTED
Staples Inc
SPLS
$44K ﹤0.01%
4,000
-3,700
-48% -$34.8K
IYE icon
579
iShares US Energy ETF
IYE
$1.79B
$43K ﹤0.01%
1,245
+52
+4% +$1.7K
TR icon
580
Tootsie Roll Industries
TR
$2.99B
$43K ﹤0.01%
1,661
-50
-3% -$1.19K
CTT
581
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$43K ﹤0.01%
4,000
+1,500
+60% +$16.1K
ELV icon
582
Elevance Health
ELV
$84.7B
$42K ﹤0.01%
304
– –
PFF icon
583
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
– –
APTV icon
584
Aptiv
APTV
$10.4B
$41K ﹤0.01%
540
– –
DINO icon
585
HF Sinclair
DINO
$15.4B
$41K ﹤0.01%
1,158
-300
-21% -$10.3K
IWD icon
586
iShares Russell 1000 Value ETF
IWD
$84.1B
$41K ﹤0.01%
415
– –
CMG icon
587
Chipotle Mexican Grill
CMG
$40.3B
$40K ﹤0.01%
4,250
– –
FMY
588
First Trust Mortgage Income Fund
FMY
$49.1M
$40K ﹤0.01%
+2,800
New +$40.1K
HOLX
589
DELISTED
Hologic
HOLX
$40K ﹤0.01%
1,150
– –
LNT icon
590
Alliant Energy
LNT
$17.7B
$40K ﹤0.01%
1,082
– –
XYL icon
591
Xylem
XYL
$28.7B
$40K ﹤0.01%
972
– –
FL
592
DELISTED
Foot Locker
FL
$39K ﹤0.01%
600
+125
+26% +$8.11K
MTD icon
593
Mettler-Toledo International
MTD
$28.8B
$39K ﹤0.01%
113
– –
PLD icon
594
Prologis
PLD
$133B
$39K ﹤0.01%
890
– –
UL icon
595
Unilever
UL
$134B
$39K ﹤0.01%
766
– –
VTI icon
596
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$39K ﹤0.01%
376
– –
BIDU icon
597
Baidu
BIDU
$36.1B
$38K ﹤0.01%
200
– –
BKN
598
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$38K ﹤0.01%
2,289
– –
MYN icon
599
BlackRock MuniYield New York Quality Fund
MYN
$376M
$38K ﹤0.01%
2,713
– –
TFI icon
600
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$38K ﹤0.01%
775
– –
22 23
24
25 26

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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.