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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
PJT icon
751
PJT Partners
PJT
$4.33B
$7K ﹤0.01%
+252
New +$5.77K
PXE icon
752
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$7K ﹤0.01%
300
– –
VNO icon
753
Vornado Realty Trust
VNO
$7.26B
$7K ﹤0.01%
93
– –
ALXN
754
DELISTED
Alexion Pharmaceuticals
ALXN
$7K ﹤0.01%
35
– –
TFCFA
755
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$7K ﹤0.01%
270
+225
+500% +$6.53K
ICON
756
DELISTED
Iconix Brand Group, Inc.
ICON
$7K ﹤0.01%
100
– –
WIN
757
DELISTED
Windstream Holdings Inc
WIN
$7K ﹤0.01%
209
– –
YHOO
758
DELISTED
Yahoo Inc
YHOO
$7K ﹤0.01%
200
-200
-50% -$6.67K
GM.WS.A
759
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$7K ﹤0.01%
296
– –
ARMH
760
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
– –
BPT
761
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$6K ﹤0.01%
250
– –
CCL icon
762
Carnival Corporation Ltd
CCL
$38B
$6K ﹤0.01%
108
– –
DBB icon
763
Invesco DB Base Metals Fund
DBB
$318M
$6K ﹤0.01%
500
– –
JBLU icon
764
JetBlue
JBLU
$2.13B
$6K ﹤0.01%
250
– –
JPC icon
765
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
OKE icon
766
Oneok
OKE
$56.9B
$6K ﹤0.01%
+235
New +$7.05K
SIRI icon
767
SiriusXM
SIRI
$9.7B
$6K ﹤0.01%
150
-483
-76% -$19.5K
SLV icon
768
iShares Silver Trust
SLV
$32B
$6K ﹤0.01%
475
– –
JMF
769
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$6K ﹤0.01%
500
– –
POM
770
DELISTED
PEPCO HOLDINGS, INC.
POM
$6K ﹤0.01%
240
– –
ARW icon
771
Arrow Electronics
ARW
$10.3B
$5K ﹤0.01%
100
– –
BGR icon
772
BlackRock Energy and Resources Trust
BGR
$422M
$5K ﹤0.01%
369
– –
BTI icon
773
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
EXG icon
774
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.07B
$5K ﹤0.01%
590
– –
FHI icon
775
Federated Hermes
FHI
$4.71B
$5K ﹤0.01%
159
– –
29 30
31
32 33

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BAM
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ACI
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ACM
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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.