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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
NEM icon
901
Newmont
NEM
$124B
– –
-225
Closed -$4K
NEU icon
902
NewMarket
NEU
$8.37B
– –
-10
Closed -$4K
PCH
903
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
PFX icon
904
PhenixFIN
PFX
$89.6M
– –
-50
Closed -$7K
SCL icon
905
Stepan Co
SCL
$1.47B
– –
-5,618
Closed -$234K
SU icon
906
Suncor Energy
SU
$73.4B
– –
-8,208
Closed -$219K
TDC icon
907
Teradata
TDC
$2.58B
– –
-8
Closed –
TURN
908
DELISTED
180 Degree Capital
TURN
$0 ﹤0.01%
33
– –
VMBS icon
909
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-18
Closed -$1K
VRSN icon
910
VeriSign
VRSN
$26.5B
– –
-150
Closed -$11K
WYNN icon
911
Wynn Resorts
WYNN
$10.6B
– –
-223
Closed -$12K
VTNR
912
DELISTED
Vertex Energy, Inc
VTNR
$0 ﹤0.01%
+130
New +$260
AMJ
913
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
– –
-27,610
Closed -$839K
ALBO
914
DELISTED
Albireo Pharma Inc
ALBO
– –
-667
Closed -$9K
RJI
915
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
– –
-332
Closed -$2K
HZNP
916
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-1,500
Closed -$30K
SFR
917
DELISTED
Starwood Waypoint Homes
SFR
– –
-20
Closed –
LLTC
918
DELISTED
Linear Technology Corp
LLTC
– –
-285
Closed -$11K
CPHD
919
DELISTED
Cepheid Inc
CPHD
– –
-8,060
Closed -$364K
BTU
920
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$0 ﹤0.01%
11
-9
-45% -$130
ALU
921
DELISTED
Alcatel-Lucent
ALU
$0 ﹤0.01%
78
– –
ALTR
922
DELISTED
Altera Corp
ALTR
– –
-4,740
Closed -$237K
HUB.A
923
DELISTED
HUBBELL INC CL-A
HUB.A
– –
-1,200
Closed -$130K
HUB.B
924
DELISTED
HUBBELL INC CL-B
HUB.B
– –
-2,474
Closed -$210K
PGN
925
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
– –
-1,845
Closed –
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.