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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
PDM
651
Piedmont Realty Trust
PDM
$1.15B
$18K ﹤0.01%
1,016
– –
AGNC icon
652
AGNC Investment
AGNC
$12.6B
$17K ﹤0.01%
900
– –
ALE
653
DELISTED
Allete
ALE
$17K ﹤0.01%
366
– –
DRE
654
DELISTED
Duke Realty Corp.
DRE
$17K ﹤0.01%
940
– –
APU
655
DELISTED
AmeriGas Partners, L.P.
APU
$17K ﹤0.01%
382
-99
-21% -$4.76K
UTX.PRA
656
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$17K ﹤0.01%
+300
New +$18.2K
FLR icon
657
Fluor
FLR
$7.39B
$16K ﹤0.01%
300
– –
GNRC icon
658
Generac Holdings
GNRC
$12.4B
$16K ﹤0.01%
400
– –
ITT icon
659
ITT
ITT
$19B
$16K ﹤0.01%
386
– –
SPH icon
660
Suburban Propane Partners
SPH
$1.17B
$16K ﹤0.01%
400
– –
TDG icon
661
TransDigm Group
TDG
$67.5B
$16K ﹤0.01%
70
– –
AEE icon
662
Ameren
AEE
$29.6B
$15K ﹤0.01%
400
– –
BPT
663
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$15K ﹤0.01%
250
– –
CHY
664
Calamos Convertible and High Income Fund
CHY
$1.07B
$15K ﹤0.01%
1,150
– –
DBC icon
665
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$15K ﹤0.01%
825
-1,260
-60% -$22.5K
CRVP
666
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$15K ﹤0.01%
20,000
– –
IEZ icon
667
iShares US Oil Equipment & Services ETF
IEZ
$383M
$14K ﹤0.01%
295
– –
JNK icon
668
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.29B
$14K ﹤0.01%
124
– –
MLI icon
669
Mueller Industries
MLI
$15.3B
$14K ﹤0.01%
1,600
– –
MNST icon
670
Monster Beverage
MNST
$89.3B
$14K ﹤0.01%
+648
New +$14.5K
SMG icon
671
ScottsMiracle-Gro
SMG
$3.57B
$14K ﹤0.01%
240
-50
-17% -$3.17K
MAIN icon
672
Main Street Capital
MAIN
$5.38B
$13K ﹤0.01%
+400
New +$12.5K
UTF icon
673
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$13K ﹤0.01%
600
– –
VGM icon
674
Invesco Trust Investment Grade Municipals
VGM
$563M
$13K ﹤0.01%
1,000
– –
CRC
675
DELISTED
California Resources Corporation
CRC
$13K ﹤0.01%
215
-32
-13% -$2.58K
25 26
27
28 29

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BAM
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ACI
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ACM
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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.