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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
-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
MDR
726
DELISTED
McDermott International
MDR
$9K ﹤0.01%
+667
New +$9.16K
CY
727
DELISTED
Cypress Semiconductor
CY
$9K ﹤0.01%
1,000
– –
BTZ icon
728
BlackRock Credit Allocation Income Trust
BTZ
$958M
$8K ﹤0.01%
670
– –
DHC
729
Diversified Healthcare Trust
DHC
$2.04B
$8K ﹤0.01%
+505
New +$8.34K
JCE icon
730
Nuveen Core Equity Alpha Fund
JCE
$289M
$8K ﹤0.01%
575
– –
TM icon
731
Toyota
TM
$224B
$8K ﹤0.01%
65
– –
GLP icon
732
Global Partners
GLP
$1.69B
$7K ﹤0.01%
240
– –
GRMN
733
Garmin
GRMN
$60.4B
$7K ﹤0.01%
200
– –
HAS icon
734
Hasbro
HAS
$13.3B
$7K ﹤0.01%
+97
New +$7.49K
HII icon
735
Huntington Ingalls Industries
HII
$13B
$7K ﹤0.01%
66
– –
MUR icon
736
Murphy Oil
MUR
$5.09B
$7K ﹤0.01%
288
– –
PFX icon
737
PhenixFIN
PFX
$89.6M
$7K ﹤0.01%
+50
New +$8.51K
PXE icon
738
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$7K ﹤0.01%
300
– –
SLV icon
739
iShares Silver Trust
SLV
$32B
$7K ﹤0.01%
475
– –
VNO icon
740
Vornado Realty Trust
VNO
$7.26B
$7K ﹤0.01%
93
– –
ARW icon
741
Arrow Electronics
ARW
$10.3B
$6K ﹤0.01%
100
– –
DBB icon
742
Invesco DB Base Metals Fund
DBB
$318M
$6K ﹤0.01%
500
– –
IAU icon
743
iShares Gold Trust
IAU
$65.1B
$6K ﹤0.01%
296
+13
+5% +$283
JBLU icon
744
JetBlue
JBLU
$2.13B
$6K ﹤0.01%
250
– –
JPC icon
745
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
JRI icon
746
Nuveen Real Asset Income & Growth Fund
JRI
$352M
$6K ﹤0.01%
+400
New +$6.67K
NJR icon
747
New Jersey Resources
NJR
$5.45B
$6K ﹤0.01%
200
– –
NTAP icon
748
NetApp
NTAP
$39B
$6K ﹤0.01%
200
– –
SAP icon
749
SAP
SAP
$241B
$6K ﹤0.01%
100
– –
VOO icon
750
Vanguard S&P 500 ETF
VOO
$1.03T
$6K ﹤0.01%
+36
New +$6.7K
28 29
30
31 32

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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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.