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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
STM icon
851
STMicroelectronics
STM
$48.5B
$1K ﹤0.01%
200
-20,400
-99% -$120K
UE icon
852
Urban Edge Properties
UE
$2.75B
$1K ﹤0.01%
37
– –
VNQI icon
853
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$1K ﹤0.01%
15
– –
VPG icon
854
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
VYX icon
855
NCR Voyix
VYX
$1.09B
$1K ﹤0.01%
41
– –
CEL
856
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
857
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
73
– –
CASM
858
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
500
– –
ANCX
859
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
EGL
860
DELISTED
Engility Holdings, Inc.
EGL
$1K ﹤0.01%
33
-25
-43% -$450
ALNY icon
861
Alnylam Pharmaceuticals
ALNY
$29B
– –
-2,130
Closed -$201K
APA icon
862
APA Corp
APA
$14.4B
– –
-1,200
Closed -$53K
AVGO icon
863
Broadcom
AVGO
$2.01T
– –
-14,350
Closed -$208K
BGR icon
864
BlackRock Energy and Resources Trust
BGR
$422M
– –
-369
Closed -$5K
BLD
865
DELISTED
TopBuild
BLD
– –
-7
Closed –
BSX icon
866
Boston Scientific
BSX
$73.1B
– –
-78
Closed -$1K
CLB icon
867
Core Laboratories
CLB
$561M
– –
-6,199
Closed -$674K
CLW icon
868
Clearwater Paper
CLW
$368M
$0 ﹤0.01%
4
– –
CNX icon
869
CNX Resources
CNX
$5.32B
– –
-240
Closed -$2K
DHI icon
870
D.R. Horton
DHI
$41B
– –
-3,200
Closed -$102K
ESRT icon
871
Empire State Realty Trust
ESRT
$802M
– –
-5,738
Closed -$104K
EWC icon
872
iShares MSCI Canada ETF
EWC
$6.48B
– –
-150
Closed -$3K
EXPD icon
873
Expeditors International
EXPD
$23.3B
– –
-27,500
Closed -$1.24M
FCEL icon
874
FuelCell Energy
FCEL
$1.59B
– –
0
– –
GPI icon
875
Group 1 Automotive
GPI
$3.16B
– –
-2,862
Closed -$217K
33 34
35
36 37

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BAM
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ACI
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ACM
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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.