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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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVS icon
76
Novartis
NVS
$297B
$6.67M 0.35%
75,689
-1,100
-1% -$101K
ECL icon
77
Ecolab
ECL
$79.9B
$6.38M 0.34%
56,400
+20,534
+57% +$2.36M
KR icon
78
Kroger
KR
$34.8B
$6.2M 0.33%
171,068
-21,210
-11% -$771K
WMB icon
79
Williams Companies
WMB
$86.1B
$6.07M 0.32%
105,678
-26,971
-20% -$1.39M
DFS
80
DELISTED
Discover Financial Services
DFS
$5.93M 0.31%
102,865
-67,329
-40% -$3.95M
KMI icon
81
Kinder Morgan
KMI
$68.7B
$5.9M 0.31%
153,695
+6,557
+4% +$274K
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$57.5B
$5.88M 0.31%
138,156
+12,640
+10% +$550K
WM icon
83
Waste Management
WM
$91B
$5.83M 0.31%
125,786
-9,260
-7% -$466K
CNK icon
84
Cinemark Holdings
CNK
$4.32B
$5.82M 0.31%
144,979
-8,249
-5% -$344K
NEE icon
85
NextEra Energy
NEE
$177B
$5.79M 0.3%
236,284
-9,056
-4% -$230K
SYY icon
86
Sysco
SYY
$40.3B
$5.73M 0.3%
158,805
-5,337
-3% -$200K
TGT icon
87
Target
TGT
$68B
$5.64M 0.3%
69,083
+8,501
+14% +$688K
RAI
88
DELISTED
Reynolds American Inc
RAI
$5.37M 0.28%
143,826
-9,066
-6% -$339K
CL icon
89
Colgate-Palmolive
CL
$74.4B
$5.34M 0.28%
81,710
+776
+1% +$52.6K
ACN icon
90
Accenture
ACN
$108B
$5.28M 0.28%
54,598
+4,960
+10% +$474K
PRU icon
91
Prudential Financial
PRU
$41.8B
$5.24M 0.28%
59,862
-31,812
-35% -$2.7M
VOD icon
92
Vodafone
VOD
$37.4B
$5.08M 0.27%
139,230
-1,420
-1% -$51.2K
IVV icon
93
iShares Core S&P 500 ETF
IVV
$904B
$5.02M 0.26%
24,241
+576
+2% +$122K
CTSH icon
94
Cognizant
CTSH
$26B
$4.99M 0.26%
81,586
-7,497
-8% -$471K
EMR icon
95
Emerson Electric
EMR
$88.3B
$4.98M 0.26%
89,905
+3,269
+4% +$192K
CSX icon
96
CSX Corp
CSX
$93.1B
$4.93M 0.26%
452,991
-1,536
-0.3% -$17.8K
HON icon
97
Honeywell
HON
$78B
$4.87M 0.26%
53,176
-1,124
-2% -$105K
SWK icon
98
Stanley Black & Decker
SWK
$15.7B
$4.72M 0.25%
44,901
+302
+0.7% +$30.8K
V icon
99
Visa
V
$677B
$4.72M 0.25%
70,333
+2,437
+4% +$165K
MTB icon
100
M&T Bank
MTB
$36.2B
$4.7M 0.25%
37,637
-310
-0.8% -$38.2K
2 3
4
5 6

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BAM
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ACI
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ACM
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People's United Financial's Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.