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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
NTAP icon
776
NetApp
NTAP
$39B
$5K ﹤0.01%
200
– –
OC icon
777
Owens Corning
OC
$12.2B
$5K ﹤0.01%
100
– –
PBA icon
778
Pembina Pipeline
PBA
$27.8B
$5K ﹤0.01%
170
– –
PJT icon
779
PJT Partners
PJT
$4.33B
$5K ﹤0.01%
217
-35
-14% -$902
PRTA icon
780
Prothena Corp
PRTA
$468M
$5K ﹤0.01%
121
-75
-38% -$2.94K
PYN
781
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$5K ﹤0.01%
500
– –
ALXN
782
DELISTED
Alexion Pharmaceuticals
ALXN
$5K ﹤0.01%
35
– –
JMF
783
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$5K ﹤0.01%
500
– –
AVP
784
DELISTED
Avon Products, Inc.
AVP
$5K ﹤0.01%
1,000
– –
CST
785
DELISTED
CST Brands, Inc.
CST
$5K ﹤0.01%
121
– –
WR
786
DELISTED
Westar Energy Inc
WR
$5K ﹤0.01%
100
+93
+1,329% +$4.15K
MDVN
787
DELISTED
MEDIVATION, INC.
MDVN
$5K ﹤0.01%
110
– –
STMP
788
DELISTED
Stamps.com, Inc.
STMP
$5K ﹤0.01%
50
– –
AA icon
789
Alcoa
AA
$13.6B
$4K ﹤0.01%
166
-10,631
-98% -$216K
BPT
790
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$4K ﹤0.01%
250
– –
CNI icon
791
Canadian National Railway
CNI
$75.7B
$4K ﹤0.01%
60
– –
DNOW icon
792
DNOW Inc
DNOW
$3.01B
$4K ﹤0.01%
250
– –
HWKN icon
793
Hawkins
HWKN
$2.73B
$4K ﹤0.01%
220
– –
CALY
794
Callaway Golf Company
CALY
$3.04B
$4K ﹤0.01%
459
– –
PHIO icon
795
Phio Pharmaceuticals
PHIO
$12.3M
– –
0
– –
PNW icon
796
Pinnacle West Capital
PNW
$12B
$4K ﹤0.01%
50
– –
POST icon
797
Post Holdings
POST
$3.45B
$4K ﹤0.01%
89
– –
RACE icon
798
Ferrari
RACE
$71.5B
$4K ﹤0.01%
+100
New +$4.04K
RYAM icon
799
Rayonier Advanced Materials
RYAM
$593M
$4K ﹤0.01%
416
– –
TCRT icon
800
Alaunos Therapeutics
TCRT
$4.84M
$4K ﹤0.01%
4
– –
30 31
32
33 34

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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.