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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
BFK
726
DELISTED
BlackRock Municipal Income Trust
BFK
$10K ﹤0.01%
666
– –
SPH icon
727
Suburban Propane Partners
SPH
$1.18B
$10K ﹤0.01%
400
– –
PEGI
728
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$10K ﹤0.01%
+470
New +$9.73K
DRA
729
DELISTED
Diversified Real Asset Income Fd
DRA
$10K ﹤0.01%
626
– –
NVSL
730
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$10K ﹤0.01%
904
– –
CY
731
DELISTED
Cypress Semiconductor
CY
$10K ﹤0.01%
1,000
– –
SCTY
732
DELISTED
SolarCity Corporation
SCTY
$10K ﹤0.01%
+190
New +$7.37K
ACM icon
733
Aecom
ACM
$8.54B
$9K ﹤0.01%
300
-425
-59% -$12.8K
DBC icon
734
Invesco DB Commodity Index Tracking Fund
DBC
$1.71B
$9K ﹤0.01%
675
-150
-18% -$2.17K
PSK icon
735
State Street SPDR ICE Preferred Securities ETF
PSK
$684M
$9K ﹤0.01%
200
– –
XYZ
736
Block Inc
XYZ
$47.7B
$9K ﹤0.01%
+700
New +$8.62K
TGP
737
DELISTED
Teekay LNG Partners L.P.
TGP
$9K ﹤0.01%
700
– –
HTS
738
DELISTED
HATTERAS FINANCIAL CORP
HTS
$9K ﹤0.01%
650
– –
BTZ icon
739
BlackRock Credit Allocation Income Trust
BTZ
$957M
$8K ﹤0.01%
670
– –
DEM icon
740
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$8K ﹤0.01%
261
– –
HII icon
741
Huntington Ingalls Industries
HII
$13.1B
$8K ﹤0.01%
66
– –
JCE icon
742
Nuveen Core Equity Alpha Fund
JCE
$291M
$8K ﹤0.01%
575
– –
MOS icon
743
The Mosaic Company
MOS
$7.47B
$8K ﹤0.01%
300
+194
+183% +$6.19K
SAP icon
744
SAP
SAP
$242B
$8K ﹤0.01%
100
– –
TM icon
745
Toyota
TM
$224B
$8K ﹤0.01%
65
– –
FSLR icon
746
First Solar
FSLR
$26.2B
$7K ﹤0.01%
100
– –
GRMN
747
Garmin
GRMN
$60B
$7K ﹤0.01%
200
– –
HAS icon
748
Hasbro
HAS
$13.6B
$7K ﹤0.01%
97
– –
LPX icon
749
Louisiana-Pacific
LPX
$5.34B
$7K ﹤0.01%
+382
New +$6.62K
NJR icon
750
New Jersey Resources
NJR
$5.46B
$7K ﹤0.01%
200
– –
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
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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.