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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
CNI icon
801
Canadian National Railway
CNI
$75.7B
$3K ﹤0.01%
60
– –
CXW icon
802
CoreCivic
CXW
$3.26B
$3K ﹤0.01%
+115
New +$3.69K
EWJ icon
803
iShares MSCI Japan ETF
EWJ
$22.6B
$3K ﹤0.01%
+63
New +$3.11K
FCG icon
804
First Trust Natural Gas ETF
FCG
$645M
$3K ﹤0.01%
95
– –
GOVT icon
805
iShares US Treasury Bond ETF
GOVT
$43.6B
$3K ﹤0.01%
+116
New +$2.92K
MMT
806
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
MOS icon
807
The Mosaic Company
MOS
$7.46B
$3K ﹤0.01%
+106
New +$4.37K
PNW icon
808
Pinnacle West Capital
PNW
$12B
$3K ﹤0.01%
50
-50
-50% -$3.06K
RYAM icon
809
Rayonier Advanced Materials
RYAM
$593M
$3K ﹤0.01%
516
-125
-20% -$1.26K
STPZ icon
810
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
THO icon
811
Thor Industries
THO
$4.14B
$3K ﹤0.01%
60
– –
CXP
812
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
131
– –
AVP
813
DELISTED
Avon Products, Inc.
AVP
$3K ﹤0.01%
1,000
– –
FBNK
814
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
POT
815
DELISTED
Potash Corp Of Saskatchewan
POT
$3K ﹤0.01%
138
– –
TLN
816
DELISTED
Talen Energy Corporation
TLN
$3K ﹤0.01%
299
-87
-23% -$1.27K
KKD
817
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
$3K ﹤0.01%
200
– –
ABEV icon
818
Ambev
ABEV
$45.4B
$2K ﹤0.01%
425
– –
CNX icon
819
CNX Resources
CNX
$5.32B
$2K ﹤0.01%
+240
New +$2.98K
DVA icon
820
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
EZU icon
821
iShare MSCI Eurozone ETF
EZU
$9.88B
$2K ﹤0.01%
+53
New +$1.96K
GHYG icon
822
iShares US & Intl High Yield Corp Bond ETF
GHYG
$199M
$2K ﹤0.01%
+34
New +$1.64K
HPQ icon
823
HP
HPQ
$27.3B
$2K ﹤0.01%
137
-17,387
-99% -$226K
MAS icon
824
Masco
MAS
$14.7B
$2K ﹤0.01%
67
-9
-12% -$231
NRG icon
825
NRG Energy
NRG
$25B
$2K ﹤0.01%
134
– –
31 32
33
34 35

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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.