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
-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
UNH icon
51
UnitedHealth
UNH
$372B
$10.5M 0.6%
90,847
+156
+0.2% +$18.7K
CMI icon
52
Cummins
CMI
$88.2B
$10.5M 0.6%
96,976
+3,711
+4% +$458K
DHR icon
53
Danaher
DHR
$145B
$10.3M 0.59%
180,333
+30,520
+20% +$1.8M
OXY icon
54
Occidental Petroleum
OXY
$58B
$9.95M 0.56%
150,595
+8,911
+6% +$622K
GIS icon
55
General Mills
GIS
$19.8B
$9.62M 0.55%
171,378
+2,058
+1% +$118K
CELG
56
DELISTED
Celgene Corp
CELG
$8.99M 0.51%
83,140
-4,515
-5% -$560K
BMY icon
57
Bristol-Myers Squibb
BMY
$133B
$8.82M 0.5%
149,052
-3,504
-2% -$222K
MO icon
58
Altria Group
MO
$111B
$8.32M 0.47%
152,998
-14,285
-9% -$766K
MRK icon
59
Merck
MRK
$322B
$8.22M 0.47%
174,361
+11,990
+7% +$637K
LLY icon
60
Eli Lilly
LLY
$1.08T
$7.91M 0.45%
94,544
-10,036
-10% -$847K
ITC
61
DELISTED
ITC HOLDINGS CORP
ITC
$7.91M 0.45%
237,304
+29,184
+14% +$973K
GT icon
62
Goodyear
GT
$1.75B
$7.86M 0.45%
268,054
+2,283
+0.9% +$68.5K
ECL icon
63
Ecolab
ECL
$79.6B
$7.85M 0.45%
71,551
+15,151
+27% +$1.7M
GPC icon
64
Genuine Parts
GPC
$18.5B
$7.82M 0.44%
94,346
-30,169
-24% -$2.6M
KMB icon
65
Kimberly-Clark
KMB
$36.2B
$7.6M 0.43%
69,688
-2,070
-3% -$228K
NVS icon
66
Novartis
NVS
$297B
$7.41M 0.42%
89,954
+14,265
+19% +$1.27M
USB icon
67
US Bancorp
USB
$99.6B
$7.22M 0.41%
176,032
-27,689
-14% -$1.2M
KO icon
68
Coca-Cola
KO
$376B
$7.21M 0.41%
179,863
-394
-0.2% -$15.8K
BRK.A icon
69
Berkshire Hathaway Class A
BRK.A
$1.15T
$7.03M 0.4%
36
-12
-25% -$2.47M
BIIB icon
70
Biogen
BIIB
$30.7B
$6.92M 0.39%
23,730
+1,887
+9% +$623K
ADP icon
71
Automatic Data Processing
ADP
$108B
$6.84M 0.39%
85,184
-1,190
-1% -$95.3K
TIP icon
72
iShares TIPS Bond ETF
TIP
$14.7B
$6.68M 0.38%
60,317
-2,291
-4% -$256K
ABBV icon
73
AbbVie
ABBV
$433B
$6.5M 0.37%
119,373
+730
+0.6% +$47.5K
V icon
74
Visa
V
$673B
$6.35M 0.36%
91,214
+20,881
+30% +$1.49M
DOV icon
75
Dover
DOV
$28.3B
$6.31M 0.36%
136,539
-7,598
-5% -$385K
1 2
3
4 5

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 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.