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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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JTP
801
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
KMI.WS
802
DELISTED
Kinder Morgan Inc
KMI.WS
$2K ﹤0.01%
576
– –
VNR
803
DELISTED
Vanguard Natural Resources, LLC
VNR
$2K ﹤0.01%
110
– –
BSX icon
804
Boston Scientific
BSX
$71.5B
$1K ﹤0.01%
+78
New +$1.39K
EA
805
DELISTED
Electronic Arts
EA
$1K ﹤0.01%
+18
New +$1.11K
GGB icon
806
Gerdau
GGB
$9.7B
$1K ﹤0.01%
756
– –
GRPN icon
807
Groupon
GRPN
$1.02B
$1K ﹤0.01%
10
– –
ILF icon
808
iShares Latin America 40 ETF
ILF
$3.83B
$1K ﹤0.01%
50
– –
LRCX icon
809
Lam Research
LRCX
$390B
$1K ﹤0.01%
+120
New +$942
PWR icon
810
Quanta Services
PWR
$101B
$1K ﹤0.01%
50
– –
SCZ icon
811
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$1K ﹤0.01%
26
– –
SSYS icon
812
Stratasys
SSYS
$774M
$1K ﹤0.01%
25
– –
UE icon
813
Urban Edge Properties
UE
$2.73B
$1K ﹤0.01%
37
– –
VNQI icon
814
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$1K ﹤0.01%
+15
New +$872
VPG icon
815
Vishay Precision Group
VPG
$914M
$1K ﹤0.01%
50
– –
VYX icon
816
NCR Voyix
VYX
$1.14B
$1K ﹤0.01%
47
– –
AIG.WS
817
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
47
– –
CASM
818
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
1,000
– –
TFCFA
819
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$1K ﹤0.01%
+45
New +$1.51K
ANCX
820
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
NPI
821
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
BTU
822
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$1K ﹤0.01%
20
– –
EGL
823
DELISTED
Engility Holdings, Inc.
EGL
$1K ﹤0.01%
+58
New +$1.65K
NWBO
824
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
AMD icon
825
Advanced Micro Devices
AMD
$789B
$0 ﹤0.01%
100
– –
31 32
33
34 35

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People's United Financial's Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.