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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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$370B
$11.1M 0.58%
90,691
-6,405
-7% -$758K
OXY icon
52
Occidental Petroleum
OXY
$55.9B
$11M 0.58%
141,684
-1,276
-0.9% -$99.7K
BKNG icon
53
Booking.com
BKNG
$161B
$10.6M 0.56%
230,025
+178,875
+350% +$8.53M
SRCL
54
DELISTED
Stericycle Inc
SRCL
$10.5M 0.55%
78,053
-2,868
-4% -$393K
BMY icon
55
Bristol-Myers Squibb
BMY
$132B
$10.2M 0.53%
152,556
-800
-0.5% -$52.7K
CELG
56
DELISTED
Celgene Corp
CELG
$10.1M 0.53%
87,655
+4,192
+5% +$479K
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.12T
$9.83M 0.52%
48
– –
GIS icon
58
General Mills
GIS
$19.7B
$9.43M 0.5%
169,320
-15,187
-8% -$851K
USB icon
59
US Bancorp
USB
$99.6B
$8.84M 0.47%
203,721
-75,756
-27% -$3.31M
BIIB icon
60
Biogen
BIIB
$30.7B
$8.82M 0.46%
21,843
+4,364
+25% +$1.75M
MRK icon
61
Merck
MRK
$318B
$8.82M 0.46%
162,371
-4,533
-3% -$254K
LLY icon
62
Eli Lilly
LLY
$1.06T
$8.73M 0.46%
104,580
-2,999
-3% -$229K
DHR icon
63
Danaher
DHR
$144B
$8.62M 0.45%
149,813
+58,023
+63% +$3.32M
MO icon
64
Altria Group
MO
$114B
$8.18M 0.43%
167,283
-5,167
-3% -$262K
DOV icon
65
Dover
DOV
$28.4B
$8.17M 0.43%
144,137
-6,622
-4% -$394K
GT icon
66
Goodyear
GT
$1.85B
$8.01M 0.42%
265,771
-11,544
-4% -$343K
ABBV icon
67
AbbVie
ABBV
$435B
$7.97M 0.42%
118,643
+4,007
+3% +$262K
UPS icon
68
United Parcel Service
UPS
$88.9B
$7.93M 0.42%
81,817
-62,975
-43% -$6.26M
LUV icon
69
Southwest Airlines
LUV
$23B
$7.76M 0.41%
234,623
+11,938
+5% +$467K
KMB icon
70
Kimberly-Clark
KMB
$36.5B
$7.6M 0.4%
71,758
-1,924
-3% -$210K
KO icon
71
Coca-Cola
KO
$375B
$7.07M 0.37%
180,257
-5,234
-3% -$213K
TIP icon
72
iShares TIPS Bond ETF
TIP
$14.7B
$7.01M 0.37%
62,608
-3,523
-5% -$398K
ADP icon
73
Automatic Data Processing
ADP
$108B
$6.93M 0.37%
86,374
-6,610
-7% -$564K
EOG icon
74
EOG Resources
EOG
$70.7B
$6.81M 0.36%
77,818
+2,642
+4% +$244K
ITC
75
DELISTED
ITC HOLDINGS CORP
ITC
$6.7M 0.35%
208,120
+40,663
+24% +$1.42M
1 2
3
4 5

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People's United Financial's Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.