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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
POST icon
801
Post Holdings
POST
$3.45B
$4K ﹤0.01%
89
-7
-7% -$290
RYAM icon
802
Rayonier Advanced Materials
RYAM
$593M
$4K ﹤0.01%
416
-100
-19% -$932
RDS.B
803
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$4K ﹤0.01%
88
– –
EVY
804
DELISTED
Eaton Vance New York Municipal Income Trust
EVY
$4K ﹤0.01%
+265
New +$3.6K
AVP
805
DELISTED
Avon Products, Inc.
AVP
$4K ﹤0.01%
1,000
– –
CRC
806
DELISTED
California Resources Corporation
CRC
$4K ﹤0.01%
153
-23
-13% -$828
BOND icon
807
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
CNI icon
808
Canadian National Railway
CNI
$75.7B
$3K ﹤0.01%
60
– –
DDD icon
809
3D Systems Corp
DDD
$611M
$3K ﹤0.01%
350
– –
EWC icon
810
iShares MSCI Canada ETF
EWC
$6.48B
$3K ﹤0.01%
150
-37
-20% -$859
M icon
811
Macy's
M
$6.55B
$3K ﹤0.01%
76
-600
-89% -$26K
MMT
812
Aberdeen Multi-Market Income Fund
MMT
$243M
$3K ﹤0.01%
500
– –
PNW icon
813
Pinnacle West Capital
PNW
$12B
$3K ﹤0.01%
50
– –
STPZ icon
814
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
TEAM icon
815
Atlassian
TEAM
$38.5B
$3K ﹤0.01%
+100
New +$2.85K
THO icon
816
Thor Industries
THO
$4.14B
$3K ﹤0.01%
60
– –
VTR icon
817
Ventas
VTR
$47.2B
$3K ﹤0.01%
+60
New +$3.27K
WELL icon
818
Welltower
WELL
$169B
$3K ﹤0.01%
+50
New +$3.26K
VMW
819
DELISTED
VMware, Inc
VMW
$3K ﹤0.01%
50
– –
TTM
820
DELISTED
Tata Motors Limited
TTM
$3K ﹤0.01%
105
– –
CXP
821
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
131
– –
CHK
822
DELISTED
Chesapeake Energy Corporation
CHK
$3K ﹤0.01%
3
– –
FBNK
823
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
ABEV icon
824
Ambev
ABEV
$45.4B
$2K ﹤0.01%
425
– –
CNX icon
825
CNX Resources
CNX
$5.32B
$2K ﹤0.01%
240
– –
31 32
33
34 35

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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 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.