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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
CRR
626
DELISTED
Carbo Ceramics Inc.
CRR
$25K ﹤0.01%
+600
New +$24.2K
ICON
627
DELISTED
Iconix Brand Group, Inc.
ICON
$25K ﹤0.01%
100
– –
ADT
628
DELISTED
ADT Corp
ADT
$25K ﹤0.01%
742
– –
TW
629
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$25K ﹤0.01%
200
+100
+100% +$13.4K
FTR
630
DELISTED
Frontier Communications Corp.
FTR
$25K ﹤0.01%
340
-16
-4% -$1.43K
ADBE icon
631
Adobe
ADBE
$108B
$24K ﹤0.01%
300
– –
LUMN icon
632
Lumen
LUMN
$6.76B
$24K ﹤0.01%
813
+184
+29% +$6.27K
SIRI icon
633
SiriusXM
SIRI
$9.72B
$24K ﹤0.01%
633
– –
ATVI
634
DELISTED
Activision Blizzard
ATVI
$24K ﹤0.01%
1,000
– –
CAM
635
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$24K ﹤0.01%
450
– –
HCSG icon
636
Healthcare Services Group
HCSG
$1.51B
$23K ﹤0.01%
695
-120
-15% -$3.78K
GGME icon
637
Invesco Next Gen Media and Gaming ETF
GGME
$46.2M
$22K ﹤0.01%
800
– –
LNG icon
638
Cheniere Energy
LNG
$54.2B
$21K ﹤0.01%
300
– –
O icon
639
Realty Income
O
$58.1B
$21K ﹤0.01%
480
– –
HTO
640
H2O America
HTO
$2.55B
$21K ﹤0.01%
700
-300
-30% -$9.05K
AEO icon
641
American Eagle Outfitters
AEO
$3.06B
$20K ﹤0.01%
1,170
– –
BMO icon
642
Bank of Montreal
BMO
$128B
$20K ﹤0.01%
330
– –
DTE icon
643
DTE Energy
DTE
$28.6B
$20K ﹤0.01%
+313
New +$20.9K
SMB icon
644
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
ABB
645
DELISTED
ABB Ltd
ABB
$19K ﹤0.01%
900
– –
MNK
646
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$19K ﹤0.01%
161
+4
+3% +$493
HYG icon
647
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$18K ﹤0.01%
204
+129
+172% +$11.7K
IWD icon
648
iShares Russell 1000 Value ETF
IWD
$84.1B
$18K ﹤0.01%
170
– –
KEYS icon
649
Keysight
KEYS
$58.1B
$18K ﹤0.01%
578
-400
-41% -$13.7K
NNBR icon
650
NN Inc
NNBR
$305M
$18K ﹤0.01%
700
– –
24 25
26
27 28

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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.