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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
IDU icon
776
iShares US Utilities ETF
IDU
$1.35B
$5K ﹤0.01%
100
– –
MFC icon
777
Manulife Financial
MFC
$73.3B
$5K ﹤0.01%
354
– –
MOAT icon
778
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$5K ﹤0.01%
180
– –
NTAP icon
779
NetApp
NTAP
$39B
$5K ﹤0.01%
200
– –
OC icon
780
Owens Corning
OC
$12.2B
$5K ﹤0.01%
100
– –
PCG icon
781
PG&E
PCG
$37.5B
$5K ﹤0.01%
100
– –
PHIO icon
782
Phio Pharmaceuticals
PHIO
$12.3M
– –
0
– –
PYN
783
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$5K ﹤0.01%
+500
New +$5.02K
TCRT icon
784
Alaunos Therapeutics
TCRT
$4.84M
$5K ﹤0.01%
4
– –
GM.WS.B
785
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
296
– –
CST
786
DELISTED
CST Brands, Inc.
CST
$5K ﹤0.01%
121
– –
SSE
787
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$5K ﹤0.01%
144
+100
+227% +$123
MDVN
788
DELISTED
MEDIVATION, INC.
MDVN
$5K ﹤0.01%
110
– –
STMP
789
DELISTED
Stamps.com, Inc.
STMP
$5K ﹤0.01%
50
– –
CX icon
790
Cemex
CX
$16.3B
$4K ﹤0.01%
728
– –
DNOW icon
791
DNOW Inc
DNOW
$3.01B
$4K ﹤0.01%
250
-50
-17% -$854
EBND icon
792
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$4K ﹤0.01%
182
– –
FXG icon
793
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$4K ﹤0.01%
100
– –
GLP icon
794
Global Partners
GLP
$1.69B
$4K ﹤0.01%
240
– –
HWKN icon
795
Hawkins
HWKN
$2.73B
$4K ﹤0.01%
220
– –
IEMG icon
796
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$4K ﹤0.01%
90
– –
CALY
797
Callaway Golf Company
CALY
$3.04B
$4K ﹤0.01%
459
– –
NFG icon
798
National Fuel Gas
NFG
$7.78B
$4K ﹤0.01%
101
– –
NPO icon
799
Enpro
NPO
$7.04B
$4K ﹤0.01%
100
– –
PBA icon
800
Pembina Pipeline
PBA
$27.8B
$4K ﹤0.01%
170
– –
30 31
32
33 34

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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.