We are live on ! Find out more
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
CHY
701
Calamos Convertible and High Income Fund
CHY
$1.07B
$12K ﹤0.01%
1,150
– –
GNRC icon
702
Generac Holdings
GNRC
$12.6B
$12K ﹤0.01%
400
– –
IYZ icon
703
iShares US Telecommunications ETF
IYZ
$1.22B
$12K ﹤0.01%
400
– –
LUMN icon
704
Lumen
LUMN
$6.87B
$12K ﹤0.01%
474
-18
-4% -$483
VSH icon
705
Vishay Intertechnology
VSH
$5.18B
$12K ﹤0.01%
1,000
– –
MNK
706
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$12K ﹤0.01%
161
– –
CRVP
707
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$12K ﹤0.01%
20,000
– –
NGLS
708
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
$12K ﹤0.01%
700
– –
APO icon
709
Apollo Global Management
APO
$79.4B
$11K ﹤0.01%
750
-300
-29% -$5.13K
BND icon
710
Vanguard Total Bond Market
BND
$161B
$11K ﹤0.01%
137
– –
DFJ icon
711
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
$11K ﹤0.01%
191
– –
HUN icon
712
Huntsman Corp
HUN
$1.84B
$11K ﹤0.01%
+1,000
New +$11.8K
IEZ icon
713
iShares US Oil Equipment & Services ETF
IEZ
$386M
$11K ﹤0.01%
295
– –
IYW icon
714
iShares US Technology ETF
IYW
$25.3B
$11K ﹤0.01%
400
– –
LNG icon
715
Cheniere Energy
LNG
$55.1B
$11K ﹤0.01%
300
– –
MLI icon
716
Mueller Industries
MLI
$15.4B
$11K ﹤0.01%
1,600
– –
NNBR icon
717
NN Inc
NNBR
$316M
$11K ﹤0.01%
700
– –
NOK icon
718
Nokia
NOK
$52.5B
$11K ﹤0.01%
1,550
– –
SMG icon
719
ScottsMiracle-Gro
SMG
$3.64B
$11K ﹤0.01%
175
– –
SON icon
720
Sonoco
SON
$5.7B
$11K ﹤0.01%
260
+2
+0.8% +$83
UTF icon
721
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$11K ﹤0.01%
600
– –
WOLF icon
722
Wolfspeed
WOLF
$1.56B
$11K ﹤0.01%
400
– –
STON
723
DELISTED
StoneMor Inc.
STON
$11K ﹤0.01%
400
– –
CTWS
724
DELISTED
Connecticut Water Service Inc
CTWS
$11K ﹤0.01%
298
– –
POT
725
DELISTED
Potash Corp Of Saskatchewan
POT
$11K ﹤0.01%
638
+500
+362% +$9.95K
27 28
29
30 31

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.