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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
PPG icon
51
PPG Industries
PPG
$25.7B
$11.3M 0.6%
101,389
+27,514
+37% +$2.71M
GIS icon
52
General Mills
GIS
$19.8B
$10.8M 0.57%
170,979
-1,036
-0.6% -$60.2K
CMI icon
53
Cummins
CMI
$87.7B
$10.6M 0.56%
95,979
+7,242
+8% +$700K
ECL icon
54
Ecolab
ECL
$79.6B
$10.4M 0.55%
92,972
+9,512
+11% +$1.01M
MO icon
55
Altria Group
MO
$110B
$10.1M 0.54%
161,783
+3,713
+2% +$225K
MRK icon
56
Merck
MRK
$323B
$9.92M 0.53%
196,468
+15,871
+9% +$777K
OXY icon
57
Occidental Petroleum
OXY
$58.6B
$9.92M 0.53%
144,951
-5,545
-4% -$372K
KMB icon
58
Kimberly-Clark
KMB
$35.9B
$9.69M 0.51%
72,057
+2,112
+3% +$275K
ITC
59
DELISTED
ITC HOLDINGS CORP
ITC
$9.12M 0.48%
209,383
-34,639
-14% -$1.41M
KEY icon
60
KeyCorp
KEY
$24.3B
$8.98M 0.48%
813,162
+204,577
+34% +$2.29M
BMY icon
61
Bristol-Myers Squibb
BMY
$133B
$8.91M 0.47%
139,450
-7,792
-5% -$491K
CELG
62
DELISTED
Celgene Corp
CELG
$8.67M 0.46%
86,613
-685
-0.8% -$70.5K
IWR icon
63
iShares Russell Mid-Cap ETF
IWR
$57.6B
$8.59M 0.46%
210,852
-24,276
-10% -$924K
SRCL
64
DELISTED
Stericycle Inc
SRCL
$8.58M 0.45%
68,012
-5,155
-7% -$600K
KR icon
65
Kroger
KR
$34.5B
$8.31M 0.44%
217,229
+324
+0.1% +$12.5K
TGT icon
66
Target
TGT
$69.3B
$7.95M 0.42%
96,653
+23,844
+33% +$1.8M
KO icon
67
Coca-Cola
KO
$374B
$7.86M 0.42%
169,439
-2,801
-2% -$122K
DD
68
DELISTED
Du Pont De Nemours E I
DD
$7.69M 0.41%
121,414
-24,249
-17% -$1.45M
GPC icon
69
Genuine Parts
GPC
$18.5B
$7.48M 0.4%
75,261
-9,007
-11% -$799K
ADP icon
70
Automatic Data Processing
ADP
$108B
$7.35M 0.39%
81,943
-1,955
-2% -$164K
SPY icon
71
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$7.33M 0.39%
35,651
+14,747
+71% +$2.88M
LLY icon
72
Eli Lilly
LLY
$1.09T
$7.28M 0.39%
101,048
+2,136
+2% +$162K
BRK.A icon
73
Berkshire Hathaway Class A
BRK.A
$1.14T
$7.26M 0.38%
34
– –
ACN icon
74
Accenture
ACN
$109B
$7.12M 0.38%
61,676
+5,642
+10% +$579K
IVV icon
75
iShares Core S&P 500 ETF
IVV
$905B
$6.92M 0.37%
33,495
+3,881
+13% +$761K
1 2
3
4 5

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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.