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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
FGP
651
DELISTED
Ferrellgas Partners, L.P.
FGP
$21K ﹤0.01%
1,229
– –
AEE icon
652
Ameren
AEE
$29.8B
$20K ﹤0.01%
400
– –
AEO icon
653
American Eagle Outfitters
AEO
$2.93B
$20K ﹤0.01%
1,170
– –
BMO icon
654
Bank of Montreal
BMO
$128B
$20K ﹤0.01%
330
– –
HCSG icon
655
Healthcare Services Group
HCSG
$1.47B
$20K ﹤0.01%
540
– –
IONS icon
656
Ionis Pharmaceuticals
IONS
$9.29B
$20K ﹤0.01%
500
– –
SMB icon
657
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
SURE icon
658
AdvisorShares Insider Advantage ETF
SURE
$57.7M
$20K ﹤0.01%
350
– –
CC icon
659
Chemours
CC
$2.27B
$19K ﹤0.01%
2,671
-110,063
-98% -$553K
GAIN icon
660
Gladstone Investment Corp
GAIN
$662M
$19K ﹤0.01%
2,700
– –
GGME icon
661
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$19K ﹤0.01%
800
– –
HUN icon
662
Huntsman Corp
HUN
$1.85B
$19K ﹤0.01%
1,400
+400
+40% +$4.13K
VAC icon
663
Marriott Vacations Worldwide
VAC
$4.02B
$19K ﹤0.01%
276
– –
WYNN icon
664
Wynn Resorts
WYNN
$10.7B
$19K ﹤0.01%
+200
New +$14.8K
YPF icon
665
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.6B
$18K ﹤0.01%
1,000
– –
AF
666
DELISTED
Astoria Financial Corporation
AF
$18K ﹤0.01%
1,150
– –
ADT
667
DELISTED
ADT Corp
ADT
$18K ﹤0.01%
442
-300
-40% -$10.5K
IEMG icon
668
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$17K ﹤0.01%
418
+328
+364% +$12.4K
LUMN icon
669
Lumen
LUMN
$6.7B
$17K ﹤0.01%
544
+70
+15% +$1.96K
APU
670
DELISTED
AmeriGas Partners, L.P.
APU
$17K ﹤0.01%
386
+2
+0.5% +$79
GOV
671
DELISTED
Government Properties Income Trust
GOV
$17K ﹤0.01%
950
-350
-27% -$5.18K
CRC
672
DELISTED
California Resources Corporation
CRC
$17K ﹤0.01%
1,628
+1,475
+964% +$17.4K
CA
673
DELISTED
CA, Inc.
CA
$17K ﹤0.01%
564
– –
CF icon
674
CF Industries
CF
$17.9B
$16K ﹤0.01%
500
-250
-33% -$8.16K
FLR icon
675
Fluor
FLR
$7.06B
$16K ﹤0.01%
300
– –
25 26
27
28 29

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IA
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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
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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.