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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
SCTY
751
DELISTED
SolarCity Corporation
SCTY
$7K ﹤0.01%
280
+90
+47% +$2.57K
ARMH
752
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
– –
ARW icon
753
Arrow Electronics
ARW
$10.3B
$6K ﹤0.01%
100
– –
CCL icon
754
Carnival Corporation Ltd
CCL
$38B
$6K ﹤0.01%
108
– –
DBB icon
755
Invesco DB Base Metals Fund
DBB
$318M
$6K ﹤0.01%
500
– –
IDU icon
756
iShares US Utilities ETF
IDU
$1.35B
$6K ﹤0.01%
100
– –
JPC icon
757
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
MOAT icon
758
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$6K ﹤0.01%
180
– –
NPO icon
759
Enpro
NPO
$7.04B
$6K ﹤0.01%
100
– –
PCG icon
760
PG&E
PCG
$37.5B
$6K ﹤0.01%
100
– –
PXE icon
761
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$6K ﹤0.01%
300
– –
SIRI icon
762
SiriusXM
SIRI
$9.7B
$6K ﹤0.01%
150
– –
SLV icon
763
iShares Silver Trust
SLV
$32B
$6K ﹤0.01%
375
-100
-21% -$1.42K
GM.WS.A
764
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$6K ﹤0.01%
296
– –
BTI icon
765
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
CLDX icon
766
Celldex Therapeutics
CLDX
$3.37B
$5K ﹤0.01%
83
– –
CX icon
767
Cemex
CX
$16.3B
$5K ﹤0.01%
728
– –
DDD icon
768
3D Systems Corp
DDD
$611M
$5K ﹤0.01%
350
– –
EBND icon
769
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
EXG icon
770
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.07B
$5K ﹤0.01%
590
– –
FHI icon
771
Federated Hermes
FHI
$4.71B
$5K ﹤0.01%
159
– –
FXG icon
772
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$5K ﹤0.01%
100
– –
JBLU icon
773
JetBlue
JBLU
$2.13B
$5K ﹤0.01%
250
– –
MFC icon
774
Manulife Financial
MFC
$73.3B
$5K ﹤0.01%
354
– –
NFG icon
775
National Fuel Gas
NFG
$7.78B
$5K ﹤0.01%
101
– –
29 30
31
32 33

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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 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.