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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
TDG icon
701
TransDigm Group
TDG
$68.5B
$12K ﹤0.01%
55
– –
UTF icon
702
Cohen & Steers Infrastructure Fund
UTF
$3.01B
$12K ﹤0.01%
600
– –
VSH icon
703
Vishay Intertechnology
VSH
$5.11B
$12K ﹤0.01%
1,000
– –
WOLF icon
704
Wolfspeed
WOLF
$1.58B
$12K ﹤0.01%
400
– –
BND icon
705
Vanguard Total Bond Market
BND
$161B
$11K ﹤0.01%
137
– –
DFJ icon
706
WisdomTree Japan SmallCap Dividend Fund
DFJ
$398M
$11K ﹤0.01%
191
– –
IEZ icon
707
iShares US Oil Equipment & Services ETF
IEZ
$386M
$11K ﹤0.01%
295
– –
IYW icon
708
iShares US Technology ETF
IYW
$25.2B
$11K ﹤0.01%
400
– –
PNR icon
709
Pentair
PNR
$10.7B
$11K ﹤0.01%
295
-106
-26% -$3.43K
UTHR icon
710
United Therapeutics
UTHR
$22.6B
$11K ﹤0.01%
100
– –
XYZ
711
Block Inc
XYZ
$47.6B
$11K ﹤0.01%
700
– –
CRR
712
DELISTED
Carbo Ceramics Inc.
CRR
$11K ﹤0.01%
800
– –
BFK
713
DELISTED
BlackRock Municipal Income Trust
BFK
$10K ﹤0.01%
666
– –
CALM icon
714
Cal-Maine
CALM
$3.87B
$10K ﹤0.01%
+200
New +$9.98K
LNG icon
715
Cheniere Energy
LNG
$55.2B
$10K ﹤0.01%
300
– –
NNBR icon
716
NN Inc
NNBR
$310M
$10K ﹤0.01%
700
– –
STON
717
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
CSLT
718
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$10K ﹤0.01%
+3,000
New +$9.86K
MNK
719
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$10K ﹤0.01%
157
-4
-2% -$256
DRA
720
DELISTED
Diversified Real Asset Income Fd
DRA
$10K ﹤0.01%
626
– –
NPI
721
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$10K ﹤0.01%
701
+600
+594% +$8.56K
ACM icon
722
Aecom
ACM
$8.73B
$9K ﹤0.01%
300
– –
BHP icon
723
BHP
BHP
$228B
$9K ﹤0.01%
381
-1,233
-76% -$26.1K
DEM icon
724
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.96B
$9K ﹤0.01%
261
– –
HII icon
725
Huntington Ingalls Industries
HII
$13B
$9K ﹤0.01%
66
– –
27 28
29
30 31

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BAM
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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.