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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
CHRW icon
876
C.H. Robinson
CHRW
$17.3B
– –
-161
Closed -$11K
CLW icon
877
Clearwater Paper
CLW
$368M
$0 ﹤0.01%
4
– –
CMBS icon
878
iShares CMBS ETF
CMBS
$474M
– –
-2
Closed –
CODI icon
879
Compass Diversified
CODI
$834M
– –
-1,400
Closed -$23K
COOP
880
DELISTED
Mr. Cooper
COOP
– –
-2
Closed –
CXW icon
881
CoreCivic
CXW
$3.26B
– –
-115
Closed -$3K
DBEF icon
882
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.39B
– –
-25
Closed -$1K
DHC
883
Diversified Healthcare Trust
DHC
$2.04B
– –
-505
Closed -$8K
EMB icon
884
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-2
Closed –
EQT icon
885
EQT Corp
EQT
$33.8B
– –
-1,470
Closed -$52K
EWD icon
886
iShares MSCI Sweden ETF
EWD
$593M
– –
-16
Closed –
EWJ icon
887
iShares MSCI Japan ETF
EWJ
$22.6B
– –
-63
Closed -$3K
EWL icon
888
iShares MSCI Switzerland ETF
EWL
$2.24B
– –
-31
Closed -$1K
EWU icon
889
iShares MSCI United Kingdom ETF
EWU
$4.15B
– –
-32
Closed -$1K
EZU icon
890
iShare MSCI Eurozone ETF
EZU
$9.88B
– –
-53
Closed -$2K
FCEL icon
891
FuelCell Energy
FCEL
$1.59B
– –
0
– –
FFIV icon
892
F5
FFIV
$23.2B
– –
-1,925
Closed -$222K
FPF
893
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
– –
-650
Closed -$14K
GHYG icon
894
iShares US & Intl High Yield Corp Bond ETF
GHYG
$199M
– –
-34
Closed -$2K
GOVT icon
895
iShares US Treasury Bond ETF
GOVT
$43.6B
– –
-116
Closed -$3K
HEDJ icon
896
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
– –
-44
Closed -$1K
IAG icon
897
IAMGOLD
IAG
$10.5B
– –
-100
Closed –
IAU icon
898
iShares Gold Trust
IAU
$65.1B
$0 ﹤0.01%
13
-283
-96% -$6.04K
JRI icon
899
Nuveen Real Asset Income & Growth Fund
JRI
$352M
– –
-400
Closed -$6K
MUR icon
900
Murphy Oil
MUR
$5.09B
– –
-288
Closed -$7K
34 35
36
37 38

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IA
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SCC
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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 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.