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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
DVA icon
826
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
FCG icon
827
First Trust Natural Gas ETF
FCG
$645M
$2K ﹤0.01%
95
– –
MAS icon
828
Masco
MAS
$14.7B
$2K ﹤0.01%
67
– –
NRG icon
829
NRG Energy
NRG
$25B
$2K ﹤0.01%
134
– –
RES icon
830
RPC Inc
RES
$1.36B
$2K ﹤0.01%
187
– –
STLD icon
831
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
TEX icon
832
Terex
TEX
$7.58B
$2K ﹤0.01%
100
– –
WBD icon
833
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
– –
DISCK
834
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
NAV
835
DELISTED
Navistar International
NAV
$2K ﹤0.01%
194
– –
AIG.WS
836
DELISTED
American International Group, Inc.
AIG.WS
$2K ﹤0.01%
+73
New +$1.76K
VIAB
837
DELISTED
Viacom Inc. Class B
VIAB
$2K ﹤0.01%
37
– –
JTP
838
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
OCAT
839
DELISTED
OCATA THERAPEUTICS, INC. COMMON STOCK
OCAT
$2K ﹤0.01%
250
– –
EGL
840
DELISTED
Engility Holdings, Inc.
EGL
$2K ﹤0.01%
58
– –
BSX icon
841
Boston Scientific
BSX
$73.1B
$1K ﹤0.01%
78
– –
EA
842
DELISTED
Electronic Arts
EA
$1K ﹤0.01%
18
– –
GGB icon
843
Gerdau
GGB
$9.74B
$1K ﹤0.01%
756
– –
GRPN icon
844
Groupon
GRPN
$933M
$1K ﹤0.01%
10
– –
HPE icon
845
Hewlett Packard
HPE
$72.4B
$1K ﹤0.01%
+107
New +$896
HPQ icon
846
HP
HPQ
$27.3B
$1K ﹤0.01%
62
-75
-55% -$960
ILF icon
847
iShares Latin America 40 ETF
ILF
$3.81B
$1K ﹤0.01%
50
– –
LRCX icon
848
Lam Research
LRCX
$383B
$1K ﹤0.01%
120
– –
MRVL icon
849
Marvell Technology
MRVL
$187B
$1K ﹤0.01%
125
– –
NCV
850
Virtus Convertible & Income Fund
NCV
$391M
$1K ﹤0.01%
50
– –
32 33
34
35 36

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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 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.