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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
THO icon
801
Thor Industries
THO
$4.14B
$4K ﹤0.01%
60
– –
MUI
802
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
$4K ﹤0.01%
+270
New +$3.92K
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
– –
CHK
805
DELISTED
Chesapeake Energy Corporation
CHK
$4K ﹤0.01%
5
+2
+67% +$1.42K
GM.WS.B
806
DELISTED
General Motors Company
GM.WS.B
$4K ﹤0.01%
296
– –
BOND icon
807
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
DBEF icon
808
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.39B
$3K ﹤0.01%
+100
New +$2.52K
GLP icon
809
Global Partners
GLP
$1.7B
$3K ﹤0.01%
240
– –
M icon
810
Macy's
M
$6.55B
$3K ﹤0.01%
76
– –
MMT
811
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
RES icon
812
RPC Inc
RES
$1.36B
$3K ﹤0.01%
187
– –
SPFF icon
813
Global X SuperIncome Preferred ETF
SPFF
$141M
$3K ﹤0.01%
+260
New +$3.35K
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
– –
WELL icon
816
Welltower
WELL
$169B
$3K ﹤0.01%
50
– –
VMW
817
DELISTED
VMware, Inc
VMW
$3K ﹤0.01%
50
– –
ABB
818
DELISTED
ABB Ltd
ABB
$3K ﹤0.01%
150
-750
-83% -$13.3K
TTM
819
DELISTED
Tata Motors Limited
TTM
$3K ﹤0.01%
105
– –
CXP
820
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
131
– –
XRM
821
DELISTED
Xerium Technologies Inc (new)
XRM
$3K ﹤0.01%
+500
New +$4.07K
FBNK
822
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
GAS
823
DELISTED
AGL Resources Inc
GAS
$3K ﹤0.01%
46
-7,691
-99% -$495K
ABEV icon
824
Ambev
ABEV
$45.4B
$2K ﹤0.01%
425
– –
DVA icon
825
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
31 32
33
34 35

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BAM
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ACI
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ACM
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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.