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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GGME icon
651
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$19K ﹤0.01%
800
– –
VAC icon
652
Marriott Vacations Worldwide
VAC
$4.02B
$19K ﹤0.01%
276
– –
AEO icon
653
American Eagle Outfitters
AEO
$2.93B
$18K ﹤0.01%
1,170
– –
ALE
654
DELISTED
Allete
ALE
$18K ﹤0.01%
366
– –
APO icon
655
Apollo Global Management
APO
$80.8B
$18K ﹤0.01%
1,050
-1,500
-59% -$29.9K
BMO icon
656
Bank of Montreal
BMO
$128B
$18K ﹤0.01%
330
– –
HCSG icon
657
Healthcare Services Group
HCSG
$1.47B
$18K ﹤0.01%
540
-155
-22% -$5.24K
KEYS icon
658
Keysight
KEYS
$58.4B
$18K ﹤0.01%
578
– –
PDM
659
Piedmont Realty Trust
PDM
$1.16B
$18K ﹤0.01%
1,016
– –
SURE icon
660
AdvisorShares Insider Advantage ETF
SURE
$57.7M
$18K ﹤0.01%
+350
New +$19.6K
DRE
661
DELISTED
Duke Realty Corp.
DRE
$18K ﹤0.01%
940
– –
AEE icon
662
Ameren
AEE
$29.8B
$17K ﹤0.01%
400
– –
AGNC icon
663
AGNC Investment
AGNC
$12.9B
$17K ﹤0.01%
900
– –
HYG icon
664
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$17K ﹤0.01%
204
– –
TGP
665
DELISTED
Teekay LNG Partners L.P.
TGP
$17K ﹤0.01%
+700
New +$19.1K
ABB
666
DELISTED
ABB Ltd
ABB
$16K ﹤0.01%
900
– –
APU
667
DELISTED
AmeriGas Partners, L.P.
APU
$16K ﹤0.01%
383
+1
+0.3% +$45
GOV
668
DELISTED
Government Properties Income Trust
GOV
$16K ﹤0.01%
+1,000
New +$16.9K
SNDK
669
DELISTED
SANDISK CORP
SNDK
$16K ﹤0.01%
300
-250
-45% -$13.8K
MNST icon
670
Monster Beverage
MNST
$89.8B
$15K ﹤0.01%
1,296
– –
YPF icon
671
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
$15K ﹤0.01%
1,000
– –
CRR
672
DELISTED
Carbo Ceramics Inc.
CRR
$15K ﹤0.01%
800
+200
+33% +$5.82K
FPF
673
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
$14K ﹤0.01%
+650
New +$14.1K
LNG icon
674
Cheniere Energy
LNG
$55.4B
$14K ﹤0.01%
300
– –
PNR icon
675
Pentair
PNR
$10.8B
$14K ﹤0.01%
401
-223
-36% -$8.76K
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 Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.