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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
BRK.A icon
76
Berkshire Hathaway Class A
BRK.A
$1.14T
$6.72M 0.36%
34
-2
-6% -$403K
QCOM icon
77
Qualcomm
QCOM
$172B
$6.38M 0.34%
127,569
-197,343
-61% -$10.5M
SYY icon
78
Sysco
SYY
$40.2B
$6.36M 0.34%
155,044
+1,146
+0.7% +$47K
IVV icon
79
iShares Core S&P 500 ETF
IVV
$904B
$6.07M 0.32%
29,614
+4,706
+19% +$972K
WM icon
80
Waste Management
WM
$90.6B
$6.01M 0.32%
112,646
+8,316
+8% +$442K
AZN icon
81
AstraZeneca
AZN
$250B
$5.96M 0.32%
87,731
+11,722
+15% +$769K
NEE icon
82
NextEra Energy
NEE
$176B
$5.95M 0.32%
229,256
-1,620
-0.7% -$41K
EOG icon
83
EOG Resources
EOG
$74.5B
$5.9M 0.31%
83,303
+2,458
+3% +$199K
ACN icon
84
Accenture
ACN
$110B
$5.86M 0.31%
56,034
+3,377
+6% +$356K
TIP icon
85
iShares TIPS Bond ETF
TIP
$14.7B
$5.7M 0.3%
51,954
-8,363
-14% -$924K
MSI icon
86
Motorola Solutions
MSI
$76.7B
$5.49M 0.29%
80,190
-117,452
-59% -$8.19M
CL icon
87
Colgate-Palmolive
CL
$74.2B
$5.41M 0.29%
81,260
-6,000
-7% -$399K
RAI
88
DELISTED
Reynolds American Inc
RAI
$5.38M 0.28%
116,587
+11,550
+11% +$535K
UPS icon
89
United Parcel Service
UPS
$88.7B
$5.34M 0.28%
55,541
-7,062
-11% -$721K
TGT icon
90
Target
TGT
$69.4B
$5.29M 0.28%
72,809
+1,632
+2% +$122K
OMC icon
91
Omnicom Group
OMC
$23.2B
$5.27M 0.28%
69,649
-25,400
-27% -$1.87M
XLV icon
92
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$5.05M 0.27%
70,084
+55,976
+397% +$3.96M
CNK icon
93
Cinemark Holdings
CNK
$4.34B
$4.84M 0.26%
144,658
+16,697
+13% +$576K
STZ icon
94
Constellation Brands
STZ
$22.8B
$4.84M 0.26%
33,951
+18,626
+122% +$2.56M
VB icon
95
Vanguard Morningstar Small-Cap ETF
VB
$82.6B
$4.69M 0.25%
42,422
+21,053
+99% +$2.39M
FISV
96
Fiserv Inc
FISV
$27.8B
$4.51M 0.24%
98,712
-1,650
-2% -$77.5K
MCHP icon
97
Microchip Technology
MCHP
$44.3B
$4.5M 0.24%
193,290
+1,788
+0.9% +$41.9K
VOD icon
98
Vodafone
VOD
$36.4B
$4.39M 0.23%
135,950
-2,004
-1% -$65.4K
PAYX icon
99
Paychex
PAYX
$42.9B
$4.38M 0.23%
82,724
+2,478
+3% +$130K
PSA icon
100
Public Storage
PSA
$60.5B
$4.34M 0.23%
17,531
-1,119
-6% -$262K
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 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.