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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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
601
Roper Technologies
ROP
$39.9B
$32K ﹤0.01%
184
– –
SNDK
602
DELISTED
SANDISK CORP
SNDK
$32K ﹤0.01%
550
– –
AN icon
603
AutoNation
AN
$6.88B
$31K ﹤0.01%
500
– –
CLDX icon
604
Celldex Therapeutics
CLDX
$3.37B
$31K ﹤0.01%
83
– –
LNT icon
605
Alliant Energy
LNT
$17.7B
$31K ﹤0.01%
1,082
– –
UNIT
606
Uniti Group
UNIT
$2.28B
$31K ﹤0.01%
+1,258
New +$33.9K
IXG icon
607
iShares Global Financials ETF
IXG
$697M
$30K ﹤0.01%
523
-1,000
-66% -$59K
PBJ icon
608
Invesco Food & Beverage ETF
PBJ
$106M
$30K ﹤0.01%
929
– –
TIME
609
DELISTED
Time Inc.
TIME
$30K ﹤0.01%
1,295
-344
-21% -$7.85K
ACM icon
610
Aecom
ACM
$9.42B
$29K ﹤0.01%
885
+300
+51% +$9.9K
IEMG icon
611
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$29K ﹤0.01%
600
– –
IONS icon
612
Ionis Pharmaceuticals
IONS
$9.46B
$29K ﹤0.01%
500
– –
PNR icon
613
Pentair
PNR
$10.7B
$29K ﹤0.01%
624
– –
CTT
614
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$29K ﹤0.01%
2,500
– –
BALL icon
615
Ball Corp
BALL
$16.6B
$28K ﹤0.01%
800
-6,054
-88% -$219K
FGP
616
DELISTED
Ferrellgas Partners, L.P.
FGP
$28K ﹤0.01%
1,229
– –
FBIN icon
617
Fortune Brands Innovations
FBIN
$5.73B
$27K ﹤0.01%
+702
New +$27.5K
HOG icon
618
Harley-Davidson
HOG
$2.72B
$27K ﹤0.01%
471
– –
YPF icon
619
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$27K ﹤0.01%
1,000
– –
DTV
620
DELISTED
DIRECTV COM STK (DE)
DTV
$27K ﹤0.01%
289
– –
RGT
621
Royce Global Value Trust
RGT
$102M
$26K ﹤0.01%
3,113
-181
-5% -$1.53K
NTC
622
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$26K ﹤0.01%
2,100
– –
KEY icon
623
KeyCorp
KEY
$24.3B
$25K ﹤0.01%
1,681
– –
VAC icon
624
Marriott Vacations Worldwide
VAC
$3.89B
$25K ﹤0.01%
276
– –
VO icon
625
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$25K ﹤0.01%
800
– –
23 24
25
26 27

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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 Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.