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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
CHRW icon
701
C.H. Robinson
CHRW
$17.3B
$11K ﹤0.01%
+161
New +$10.8K
IEZ icon
702
iShares US Oil Equipment & Services ETF
IEZ
$383M
$11K ﹤0.01%
295
– –
IYZ icon
703
iShares US Telecommunications ETF
IYZ
$1.22B
$11K ﹤0.01%
400
– –
NOK icon
704
Nokia
NOK
$51B
$11K ﹤0.01%
1,550
– –
SMG icon
705
ScottsMiracle-Gro
SMG
$3.63B
$11K ﹤0.01%
175
-65
-27% -$4.01K
UTF icon
706
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$11K ﹤0.01%
600
– –
VRSN icon
707
VeriSign
VRSN
$26.5B
$11K ﹤0.01%
+150
New +$10.2K
STON
708
DELISTED
StoneMor Inc.
STON
$11K ﹤0.01%
400
– –
CTWS
709
DELISTED
Connecticut Water Service Inc
CTWS
$11K ﹤0.01%
298
– –
LLTC
710
DELISTED
Linear Technology Corp
LLTC
$11K ﹤0.01%
+285
New +$11.7K
BPT
711
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$10K ﹤0.01%
250
– –
DFJ icon
712
WisdomTree Japan SmallCap Dividend Fund
DFJ
$396M
$10K ﹤0.01%
191
– –
IYW icon
713
iShares US Technology ETF
IYW
$25.3B
$10K ﹤0.01%
400
– –
SON icon
714
Sonoco
SON
$5.72B
$10K ﹤0.01%
258
+2
+0.8% +$81
VSH icon
715
Vishay Intertechnology
VSH
$5.08B
$10K ﹤0.01%
1,000
– –
WOLF icon
716
Wolfspeed
WOLF
$1.52B
$10K ﹤0.01%
400
– –
MNK
717
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$10K ﹤0.01%
161
– –
DRA
718
DELISTED
Diversified Real Asset Income Fd
DRA
$10K ﹤0.01%
626
– –
HTS
719
DELISTED
HATTERAS FINANCIAL CORP
HTS
$10K ﹤0.01%
650
– –
NVSL
720
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$10K ﹤0.01%
904
– –
BFK
721
DELISTED
BlackRock Municipal Income Trust
BFK
$9K ﹤0.01%
666
– –
CNP icon
722
CenterPoint Energy
CNP
$26.4B
$9K ﹤0.01%
500
– –
DEM icon
723
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$9K ﹤0.01%
261
– –
PSK icon
724
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$9K ﹤0.01%
200
– –
ALBO
725
DELISTED
Albireo Pharma Inc
ALBO
$9K ﹤0.01%
+667
New +$16.8K
27 28
29
30 31

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BAM
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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.