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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
MDVN
776
DELISTED
MEDIVATION, INC.
MDVN
$5K ﹤0.01%
+110
New +$5.45K
VXX
777
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
$5K ﹤0.01%
+13
New +$4.32K
DDD icon
778
3D Systems Corp
DDD
$611M
$4K ﹤0.01%
350
+250
+250% +$3.47K
DNOW icon
779
DNOW Inc
DNOW
$3.01B
$4K ﹤0.01%
300
-90
-23% -$1.57K
EBND icon
780
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$4K ﹤0.01%
182
– –
EWC icon
781
iShares MSCI Canada ETF
EWC
$6.48B
$4K ﹤0.01%
187
+37
+25% +$911
FSLR icon
782
First Solar
FSLR
$25.7B
$4K ﹤0.01%
100
– –
FXG icon
783
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$4K ﹤0.01%
100
– –
HWKN icon
784
Hawkins
HWKN
$2.73B
$4K ﹤0.01%
220
– –
IEMG icon
785
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$4K ﹤0.01%
90
-510
-85% -$21.8K
CALY
786
Callaway Golf Company
CALY
$3.04B
$4K ﹤0.01%
459
– –
NEM icon
787
Newmont
NEM
$124B
$4K ﹤0.01%
225
– –
NEU icon
788
NewMarket
NEU
$8.37B
$4K ﹤0.01%
+10
New +$4.05K
NPO icon
789
Enpro
NPO
$7.04B
$4K ﹤0.01%
100
– –
OC icon
790
Owens Corning
OC
$12.2B
$4K ﹤0.01%
100
– –
PBA icon
791
Pembina Pipeline
PBA
$27.8B
$4K ﹤0.01%
170
– –
POST icon
792
Post Holdings
POST
$3.45B
$4K ﹤0.01%
96
– –
VMW
793
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
50
– –
RDS.B
794
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$4K ﹤0.01%
88
– –
CHK
795
DELISTED
Chesapeake Energy Corporation
CHK
$4K ﹤0.01%
3
-16
-84% -$27.2K
GM.WS.B
796
DELISTED
General Motors Company
GM.WS.B
$4K ﹤0.01%
296
– –
CST
797
DELISTED
CST Brands, Inc.
CST
$4K ﹤0.01%
121
– –
TAI
798
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$4K ﹤0.01%
200
– –
STMP
799
DELISTED
Stamps.com, Inc.
STMP
$4K ﹤0.01%
50
– –
BOND icon
800
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
30 31
32
33 34

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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 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.