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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
PWR icon
851
Quanta Services
PWR
$99.4B
$1K ﹤0.01%
50
– –
RIG icon
852
Transocean
RIG
$6.39B
$1K ﹤0.01%
75
-345
-82% -$4.98K
RMR icon
853
The RMR Group
RMR
$335M
$1K ﹤0.01%
+47
New +$662
SAN icon
854
Banco Santander
SAN
$210B
$1K ﹤0.01%
288
-1
-0.3% -$5
SCZ icon
855
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1K ﹤0.01%
26
– –
SSYS icon
856
Stratasys
SSYS
$769M
$1K ﹤0.01%
25
– –
UE icon
857
Urban Edge Properties
UE
$2.75B
$1K ﹤0.01%
37
– –
VNQI icon
858
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$1K ﹤0.01%
15
– –
VPG icon
859
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
VYX icon
860
NCR Voyix
VYX
$1.09B
$1K ﹤0.01%
41
-6
-13% -$96
CEL
861
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
KOL
862
DELISTED
VanEck Vectors Coal ETF
KOL
$1K ﹤0.01%
20
– –
NRE
863
DELISTED
NorthStar Realty Europe Corp.
NRE
$1K ﹤0.01%
+71
New +$781
CASM
864
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
– –
ANCX
865
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
TLN
866
DELISTED
Talen Energy Corporation
TLN
$1K ﹤0.01%
178
-121
-40% -$998
NPI
867
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
LINE
868
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$1K ﹤0.01%
585
– –
AGZ icon
869
iShares Agency Bond ETF
AGZ
$563M
– –
-2
Closed –
AMD icon
870
Advanced Micro Devices
AMD
$767B
– –
-100
Closed –
ARCC icon
871
Ares Capital
ARCC
$14.3B
– –
-750
Closed -$11K
BHC icon
872
Bausch Health
BHC
$2.37B
– –
-500
Closed -$89K
BIL icon
873
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
– –
-288
Closed -$26K
BLD
874
DELISTED
TopBuild
BLD
$0 ﹤0.01%
7
– –
BNDX icon
875
Vanguard Total International Bond ETF
BNDX
$82.8B
– –
-98
Closed -$5K
33 34
35
36 37

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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.