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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
ATVI
601
DELISTED
Activision Blizzard
ATVI
$39K ﹤0.01%
1,000
– –
AME icon
602
Ametek
AME
$58.8B
$38K ﹤0.01%
718
– –
BIDU icon
603
Baidu
BIDU
$35.9B
$38K ﹤0.01%
200
– –
MTD icon
604
Mettler-Toledo International
MTD
$28.8B
$38K ﹤0.01%
113
– –
PLD icon
605
Prologis
PLD
$133B
$38K ﹤0.01%
890
– –
TFI icon
606
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$38K ﹤0.01%
775
– –
BHP icon
607
BHP
BHP
$229B
$37K ﹤0.01%
1,614
-180
-10% -$4.81K
MYN icon
608
BlackRock MuniYield New York Quality Fund
MYN
$376M
$37K ﹤0.01%
+2,713
New +$35.7K
UL icon
609
Unilever
UL
$134B
$37K ﹤0.01%
766
– –
NS
610
DELISTED
NuStar Energy L.P.
NS
$37K ﹤0.01%
925
– –
MDR
611
DELISTED
McDermott International
MDR
$37K ﹤0.01%
3,667
+3,000
+450% +$41.1K
AVNS
612
DELISTED
Avanos Medical
AVNS
$36K ﹤0.01%
1,066
-190
-15% -$5.91K
IWC icon
613
iShares Micro-Cap ETF
IWC
$1.49B
$36K ﹤0.01%
500
– –
CPGX
614
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
$36K ﹤0.01%
1,808
– –
BKN
615
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$35K ﹤0.01%
2,289
– –
DVN icon
616
Devon Energy
DVN
$49.9B
$35K ﹤0.01%
1,100
-800
-42% -$32.8K
XYL icon
617
Xylem
XYL
$28.8B
$35K ﹤0.01%
972
– –
LNT icon
618
Alliant Energy
LNT
$17.8B
$34K ﹤0.01%
1,082
– –
FBIN icon
619
Fortune Brands Innovations
FBIN
$5.97B
$33K ﹤0.01%
702
– –
TOL icon
620
Toll Brothers
TOL
$14.3B
$33K ﹤0.01%
1,000
– –
CF icon
621
CF Industries
CF
$17.8B
$31K ﹤0.01%
750
– –
FL
622
DELISTED
Foot Locker
FL
$31K ﹤0.01%
+475
New +$31.6K
IONS icon
623
Ionis Pharmaceuticals
IONS
$9.21B
$31K ﹤0.01%
500
– –
STJ
624
DELISTED
St Jude Medical
STJ
$31K ﹤0.01%
500
– –
AN icon
625
AutoNation
AN
$6.89B
$30K ﹤0.01%
500
– –
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 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.