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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
HQH
626
abrdn Healthcare Investors
HQH
$1.34B
$27K ﹤0.01%
1,144
-389
-25% -$9.26K
CNP icon
627
CenterPoint Energy
CNP
$26.5B
$26K ﹤0.01%
1,255
– –
MOH icon
628
Molina Healthcare
MOH
$10.5B
$26K ﹤0.01%
400
– –
UNIT
629
Uniti Group
UNIT
$2.3B
$26K ﹤0.01%
1,178
-80
-6% -$1.55K
SNI
630
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$26K ﹤0.01%
398
– –
HTO
631
H2O America
HTO
$2.55B
$25K ﹤0.01%
700
– –
TBT icon
632
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
$25K ﹤0.01%
687
– –
BTO
633
John Hancock Financial Opportunities Fund
BTO
$800M
$24K ﹤0.01%
1,000
– –
DTE icon
634
DTE Energy
DTE
$28.6B
$24K ﹤0.01%
313
– –
HOG icon
635
Harley-Davidson
HOG
$2.75B
$24K ﹤0.01%
471
– –
ROP icon
636
Roper Technologies
ROP
$39.6B
$24K ﹤0.01%
131
– –
VO icon
637
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$24K ﹤0.01%
800
– –
JAH
638
DELISTED
JARDEN CORPORATION
JAH
$24K ﹤0.01%
+400
New +$21.4K
ADBE icon
639
Adobe
ADBE
$107B
$23K ﹤0.01%
250
-50
-17% -$4.33K
AN icon
640
AutoNation
AN
$6.96B
$23K ﹤0.01%
500
– –
DKS icon
641
Dick's Sporting Goods
DKS
$18.4B
$23K ﹤0.01%
500
– –
EVRI
642
DELISTED
Everi Holdings
EVRI
$23K ﹤0.01%
10,000
– –
IXG icon
643
iShares Global Financials ETF
IXG
$698M
$23K ﹤0.01%
474
– –
SNDK
644
DELISTED
SANDISK CORP
SNDK
$23K ﹤0.01%
300
– –
FTR
645
DELISTED
Frontier Communications Corp.
FTR
$23K ﹤0.01%
277
+6
+2% +$436
ALLE icon
646
Allegion
ALLE
$14.2B
$22K ﹤0.01%
353
– –
ALE
647
DELISTED
Allete
ALE
$21K ﹤0.01%
366
– –
AMG icon
648
Affiliated Managers Group
AMG
$9.68B
$21K ﹤0.01%
131
– –
PDM
649
Piedmont Realty Trust
PDM
$1.17B
$21K ﹤0.01%
1,016
– –
DRE
650
DELISTED
Duke Realty Corp.
DRE
$21K ﹤0.01%
940
– –
24 25
26
27 28

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
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 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.