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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
WSM icon
601
Williams-Sonoma
WSM
$29.8B
$38K ﹤0.01%
+1,400
New +$38K
NS
602
DELISTED
NuStar Energy L.P.
NS
$37K ﹤0.01%
925
– –
AME icon
603
Ametek
AME
$58.9B
$36K ﹤0.01%
718
– –
TYC
604
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$36K ﹤0.01%
943
-286
-23% -$10.2K
NI icon
605
NiSource
NI
$19.9B
$35K ﹤0.01%
1,496
– –
SRE icon
606
Sempra
SRE
$55B
$35K ﹤0.01%
666
-4,372
-87% -$211K
FBIN icon
607
Fortune Brands Innovations
FBIN
$5.95B
$34K ﹤0.01%
702
– –
IWC icon
608
iShares Micro-Cap ETF
IWC
$1.5B
$34K ﹤0.01%
500
– –
ATVI
609
DELISTED
Activision Blizzard
ATVI
$34K ﹤0.01%
1,000
– –
MCK icon
610
McKesson
MCK
$104B
$33K ﹤0.01%
207
– –
GXP
611
DELISTED
Great Plains Energy Incorporated
GXP
$32K ﹤0.01%
1,001
+500
+100% +$14.5K
AVNS
612
DELISTED
Avanos Medical
AVNS
$31K ﹤0.01%
1,066
– –
HYG icon
613
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$31K ﹤0.01%
378
-129
-25% -$10.2K
NAD icon
614
Nuveen Quality Municipal Income Fund
NAD
$2.76B
$30K ﹤0.01%
+2,000
New +$29.2K
PBJ icon
615
Invesco Food & Beverage ETF
PBJ
$107M
$30K ﹤0.01%
929
– –
TOL icon
616
Toll Brothers
TOL
$14.2B
$30K ﹤0.01%
1,000
– –
NXZ
617
DELISTED
NUVEEN DIV ADV MUNI FD-2
NXZ
$30K ﹤0.01%
+2,000
New +$29.1K
CAM
618
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$30K ﹤0.01%
450
– –
BALL icon
619
Ball Corp
BALL
$16.7B
$29K ﹤0.01%
800
-5,594
-87% -$191K
O icon
620
Realty Income
O
$58.5B
$29K ﹤0.01%
480
– –
LNKD
621
DELISTED
LinkedIn Corporation
LNKD
$29K ﹤0.01%
250
– –
DMO
622
Western Asset Mortgage Opportunity Fund
DMO
$120M
$28K ﹤0.01%
1,250
– –
GDX icon
623
VanEck Gold Miners ETF
GDX
$27.6B
$28K ﹤0.01%
1,420
– –
STJ
624
DELISTED
St Jude Medical
STJ
$28K ﹤0.01%
500
– –
DVN icon
625
Devon Energy
DVN
$49.9B
$27K ﹤0.01%
1,000
-100
-9% -$2.43K
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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.