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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
PWR icon
851
Quanta Services
PWR
$99.4B
$1K ﹤0.01%
50
– –
SAN icon
852
Banco Santander
SAN
$210B
$1K ﹤0.01%
289
– –
SCZ icon
853
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1K ﹤0.01%
26
– –
SSYS icon
854
Stratasys
SSYS
$769M
$1K ﹤0.01%
25
– –
UE icon
855
Urban Edge Properties
UE
$2.75B
$1K ﹤0.01%
37
– –
VMBS icon
856
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$1K ﹤0.01%
+18
New +$955
VNQI icon
857
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$1K ﹤0.01%
15
– –
VPG icon
858
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
VYX icon
859
NCR Voyix
VYX
$1.09B
$1K ﹤0.01%
47
– –
CEL
860
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
CASM
861
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
-500
-50% -$591
TFCFA
862
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$1K ﹤0.01%
45
– –
ANCX
863
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
NPI
864
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
OCAT
865
DELISTED
OCATA THERAPEUTICS, INC. COMMON STOCK
OCAT
$1K ﹤0.01%
250
-250
-50% -$1.09K
EGL
866
DELISTED
Engility Holdings, Inc.
EGL
$1K ﹤0.01%
58
– –
VNR
867
DELISTED
Vanguard Natural Resources, LLC
VNR
$1K ﹤0.01%
110
– –
NWBO
868
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
AGZ icon
869
iShares Agency Bond ETF
AGZ
$563M
$0 ﹤0.01%
+2
New +$227
AKAM icon
870
Akamai
AKAM
$16.9B
– –
-3,606
Closed -$252K
ALNY icon
871
Alnylam Pharmaceuticals
ALNY
$29B
– –
-2,140
Closed -$256K
AMD icon
872
Advanced Micro Devices
AMD
$767B
$0 ﹤0.01%
100
– –
ARR
873
Armour Residential REIT
ARR
$2.34B
– –
-25
Closed -$3K
CVSA
874
Covista Inc
CVSA
$4.38B
– –
-11,954
Closed -$358K
BBD icon
875
Banco Bradesco
BBD
$36.3B
– –
-770
Closed -$3K
33 34
35
36 37

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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.