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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
+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
OXY icon
51
Occidental Petroleum
OXY
$55.9B
$10.2M 0.54%
150,496
-99
-0.1% -$7.12K
BMY icon
52
Bristol-Myers Squibb
BMY
$132B
$10.1M 0.54%
147,242
-1,810
-1% -$120K
COP icon
53
ConocoPhillips
COP
$141B
$10M 0.53%
214,385
-25,003
-10% -$1.31M
GIS icon
54
General Mills
GIS
$19.7B
$9.92M 0.53%
172,015
+637
+0.4% +$36.6K
DD
55
DELISTED
Du Pont De Nemours E I
DD
$9.7M 0.51%
145,663
-96,349
-40% -$6.12M
ITC
56
DELISTED
ITC HOLDINGS CORP
ITC
$9.58M 0.51%
244,022
+6,718
+3% +$233K
ECL icon
57
Ecolab
ECL
$79.9B
$9.55M 0.51%
83,460
+11,909
+17% +$1.4M
IWR icon
58
iShares Russell Mid-Cap ETF
IWR
$57.5B
$9.42M 0.5%
235,128
+79,136
+51% +$3.23M
STT icon
59
State Street
STT
$50.7B
$9.3M 0.49%
140,211
-94,397
-40% -$6.56M
MO icon
60
Altria Group
MO
$114B
$9.2M 0.49%
158,070
+5,072
+3% +$294K
MRK icon
61
Merck
MRK
$318B
$9.1M 0.48%
180,597
+6,236
+4% +$314K
KR icon
62
Kroger
KR
$34.8B
$9.07M 0.48%
216,905
+46,414
+27% +$1.8M
KMB icon
63
Kimberly-Clark
KMB
$36.5B
$8.9M 0.47%
69,945
+257
+0.4% +$30.9K
SRCL
64
DELISTED
Stericycle Inc
SRCL
$8.82M 0.47%
73,167
-7,206
-9% -$918K
GT icon
65
Goodyear
GT
$1.85B
$8.55M 0.45%
261,684
-6,370
-2% -$209K
LLY icon
66
Eli Lilly
LLY
$1.06T
$8.33M 0.44%
98,912
+4,368
+5% +$362K
BLK icon
67
Blackrock
BLK
$176B
$8.29M 0.44%
24,346
+19,106
+365% +$6.5M
KEY icon
68
KeyCorp
KEY
$24.4B
$8.03M 0.42%
608,585
+288,411
+90% +$3.78M
CMI icon
69
Cummins
CMI
$88.7B
$7.81M 0.41%
88,737
-8,239
-8% -$823K
KO icon
70
Coca-Cola
KO
$375B
$7.4M 0.39%
172,240
-7,623
-4% -$324K
PPG icon
71
PPG Industries
PPG
$26.6B
$7.3M 0.39%
73,875
+45,352
+159% +$4.58M
GPC icon
72
Genuine Parts
GPC
$18.7B
$7.24M 0.38%
84,268
-10,078
-11% -$881K
ADP icon
73
Automatic Data Processing
ADP
$108B
$7.11M 0.38%
83,898
-1,286
-2% -$111K
ABBV icon
74
AbbVie
ABBV
$435B
$6.92M 0.37%
116,734
-2,639
-2% -$152K
USB icon
75
US Bancorp
USB
$99.6B
$6.8M 0.36%
159,279
-16,753
-10% -$716K
1 2
3
4 5

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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.