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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
FCG icon
826
First Trust Natural Gas ETF
FCG
$645M
$2K ﹤0.01%
95
– –
MAS icon
827
Masco
MAS
$14.7B
$2K ﹤0.01%
67
– –
STLD icon
828
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
TEX icon
829
Terex
TEX
$7.58B
$2K ﹤0.01%
100
– –
WBD icon
830
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
– –
DISCK
831
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
KOL
832
DELISTED
VanEck Vectors Coal ETF
KOL
$2K ﹤0.01%
20
– –
VIAB
833
DELISTED
Viacom Inc. Class B
VIAB
$2K ﹤0.01%
37
– –
TLN
834
DELISTED
Talen Energy Corporation
TLN
$2K ﹤0.01%
178
– –
JTP
835
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
DJP icon
836
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
$1K ﹤0.01%
+50
New +$1.04K
EA
837
DELISTED
Electronic Arts
EA
$1K ﹤0.01%
18
– –
GGB icon
838
Gerdau
GGB
$9.74B
$1K ﹤0.01%
756
– –
GRPN icon
839
Groupon
GRPN
$933M
$1K ﹤0.01%
10
– –
HPE icon
840
Hewlett Packard
HPE
$72.4B
$1K ﹤0.01%
107
– –
HPQ icon
841
HP
HPQ
$27.3B
$1K ﹤0.01%
62
– –
ILF icon
842
iShares Latin America 40 ETF
ILF
$3.81B
$1K ﹤0.01%
50
– –
MNST icon
843
Monster Beverage
MNST
$89.6B
$1K ﹤0.01%
96
-1,200
-93% -$13.4K
MRVL icon
844
Marvell Technology
MRVL
$187B
$1K ﹤0.01%
125
– –
PWR icon
845
Quanta Services
PWR
$99.4B
$1K ﹤0.01%
50
– –
RIG icon
846
Transocean
RIG
$6.39B
$1K ﹤0.01%
75
– –
RMR icon
847
The RMR Group
RMR
$335M
$1K ﹤0.01%
38
-9
-19% -$195
SAN icon
848
Banco Santander
SAN
$210B
$1K ﹤0.01%
288
– –
SCZ icon
849
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1K ﹤0.01%
26
– –
SSYS icon
850
Stratasys
SSYS
$769M
$1K ﹤0.01%
25
– –
32 33
34
35 36

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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 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.