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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
BEN icon
876
Franklin Resources
BEN
$17B
– –
-4,775
Closed -$234K
BLD
877
DELISTED
TopBuild
BLD
$0 ﹤0.01%
+7
New +$217
BWA icon
878
BorgWarner
BWA
$14.1B
– –
-47
Closed -$2K
CET
879
Central Securities Corp
CET
$1.63B
– –
-200
Closed -$4K
CLW icon
880
Clearwater Paper
CLW
$368M
$0 ﹤0.01%
4
– –
CMBS icon
881
iShares CMBS ETF
CMBS
$474M
$0 ﹤0.01%
+2
New +$103
COOP
882
DELISTED
Mr. Cooper
COOP
$0 ﹤0.01%
+2
New +$64
CRS icon
883
Carpenter Technology
CRS
$27.8B
– –
-300
Closed -$12K
DCI icon
884
Donaldson
DCI
$11.2B
– –
-10,608
Closed -$380K
EG icon
885
Everest Group
EG
$14.2B
– –
-1,100
Closed -$200K
EMB icon
886
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$0 ﹤0.01%
+2
New +$217
EWA icon
887
iShares MSCI Australia ETF
EWA
$1.47B
– –
-200
Closed -$4K
EWD icon
888
iShares MSCI Sweden ETF
EWD
$593M
$0 ﹤0.01%
+16
New +$495
FCEL icon
889
FuelCell Energy
FCEL
$1.59B
– –
0
– –
GPRO icon
890
GoPro
GPRO
$121M
– –
-50
Closed -$3K
HOV icon
891
Hovnanian Enterprises
HOV
$772M
– –
-40
Closed -$3K
IAG icon
892
IAMGOLD
IAG
$10.5B
$0 ﹤0.01%
+100
New +$163
INGR icon
893
Ingredion
INGR
$6.53B
– –
-130
Closed -$10K
LOCO icon
894
El Pollo Loco
LOCO
$463M
– –
-75
Closed -$2K
MAIN icon
895
Main Street Capital
MAIN
$5.44B
– –
-400
Closed -$13K
PAA icon
896
Plains All American Pipeline
PAA
$16.4B
– –
-5,493
Closed -$239K
PCH
897
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
RMD icon
898
ResMed
RMD
$31.9B
– –
-4,085
Closed -$230K
SPXC icon
899
SPX Corp
SPXC
$10.6B
– –
-1,787
Closed -$33K
TDC icon
900
Teradata
TDC
$2.58B
$0 ﹤0.01%
8
– –
33 34 35
36
37

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.