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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
+7.51%
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
+$125M
Cap. Flow
+$9.71M
Cap. Flow %
0.51%
Top 10 Hldgs %
23.29%
Holding
936
New
48
Increased
236
Reduced
268
Closed
56

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M
2
MCD icon
McDonald's
MCD
+$8.27M
3
V icon
Visa
V
+$6.83M
4
BLK icon
Blackrock
BLK
+$6.5M
5
NVS icon
Novartis
NVS
+$6.33M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.4M
2
QCOM icon
Qualcomm
QCOM
+$10.5M
3
MSI icon
Motorola Solutions
MSI
+$8.19M
4
STT icon
State Street
STT
+$6.56M
5
BIIB icon
Biogen
BIIB
+$6.3M

Sector Composition

Rank Sector Weight
1 Healthcare 16.94%
2 Technology 14.51%
3 Financials 13.47%
4 Consumer Discretionary 10.89%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNST icon
676
Monster Beverage
MNST
$89.6B
$16K ﹤0.01%
1,296
– –
UTHR icon
677
United Therapeutics
UTHR
$22.3B
$16K ﹤0.01%
+100
New +$14.6K
VAC icon
678
Marriott Vacations Worldwide
VAC
$4B
$16K ﹤0.01%
276
– –
YPF icon
679
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.1B
$16K ﹤0.01%
1,000
– –
ABB
680
DELISTED
ABB Ltd
ABB
$16K ﹤0.01%
900
– –
TIME
681
DELISTED
Time Inc.
TIME
$16K ﹤0.01%
1,010
-248
-20% -$4.26K
CA
682
DELISTED
CA, Inc.
CA
$16K ﹤0.01%
564
+127
+29% +$3.57K
BBDC icon
683
Barings BDC
BBDC
$973M
$14K ﹤0.01%
725
– –
CLMT icon
684
Calumet Specialty Products
CLMT
$4.02B
$14K ﹤0.01%
+680
New +$16.8K
FLR icon
685
Fluor
FLR
$7.09B
$14K ﹤0.01%
300
– –
ITT icon
686
ITT
ITT
$19.3B
$14K ﹤0.01%
386
– –
RGT
687
Royce Global Value Trust
RGT
$100M
$14K ﹤0.01%
1,889
-1,224
-39% -$9.04K
VLY icon
688
Valley National Bancorp
VLY
$8.17B
$14K ﹤0.01%
1,458
+950
+187% +$9.87K
CRR
689
DELISTED
Carbo Ceramics Inc.
CRR
$14K ﹤0.01%
800
– –
GXP
690
DELISTED
Great Plains Energy Incorporated
GXP
$14K ﹤0.01%
501
– –
FE icon
691
FirstEnergy
FE
$27.2B
$13K ﹤0.01%
412
– –
JNK icon
692
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$13K ﹤0.01%
124
– –
PNR icon
693
Pentair
PNR
$10.7B
$13K ﹤0.01%
401
– –
PRTA icon
694
Prothena Corp
PRTA
$473M
$13K ﹤0.01%
196
+75
+62% +$4.52K
TDG icon
695
TransDigm Group
TDG
$68.5B
$13K ﹤0.01%
55
– –
TSCO icon
696
Tractor Supply
TSCO
$18.5B
$13K ﹤0.01%
750
-12,245
-94% -$217K
VGM icon
697
Invesco Trust Investment Grade Municipals
VGM
$565M
$13K ﹤0.01%
1,000
– –
APU
698
DELISTED
AmeriGas Partners, L.P.
APU
$13K ﹤0.01%
384
+1
+0.3% +$39
VVC
699
DELISTED
Vectren Corporation
VVC
$13K ﹤0.01%
300
– –
BBY icon
700
Best Buy
BBY
$17.7B
$12K ﹤0.01%
400
+100
+33% +$3.31K
26 27
28
29 30

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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 Q4 2015 Portfolio in Review

As of Q4 2015, People's United Financial held 936 positions worth $1.89B, up 7.1% from $1.76B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q4 2015 filing shows 48 new, 236 increased, 268 reduced and 56 closed positions. Its largest new stake was Alphabet (Google) Class A: 466,800 shares worth $18.2M. The largest sale was Alphabet (Google) Class C, an estimated $17.4M.

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

  • People's United Financial's largest Q4 2015 buy was Alphabet (Google) Class A: 466,800 shares worth $18.2M.
  • People's United Financial added most to McDonald's in Q4 2015, an estimated $8.27M increase.
  • People's United Financial's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $17.4M.
  • People's United Financial fully exited RYLAND GROUP INC in Q4 2015, selling an estimated $1.11M.
  • People's United Financial's ten largest holdings make up 23% of its $1.89B portfolio in Q4 2015.
  • People's United Financial opened 48 new positions and closed 56 in Q4 2015.
  • People's United Financial's portfolio value rose 7.1% quarter-over-quarter to $1.89B.

Based on People's United Financial's 13F filing for Q4 2015, filed 12 Feb 2016.