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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
+1.85%
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
-$2.11M
Cap. Flow
-$18.9M
Cap. Flow %
-1%
Top 10 Hldgs %
24.1%
Holding
915
New
35
Increased
219
Reduced
286
Closed
42

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$13M
2
MDT icon
Medtronic
MDT
+$11M
3
JNJ icon
Johnson & Johnson
JNJ
+$4.59M
4
BLK icon
Blackrock
BLK
+$3.47M
5
DIS icon
Walt Disney
DIS
+$2.89M

Top Sells

Rank Stock Value
1
CB
CHUBB CORPORATION
CB
+$18.3M
2
ESRX
Express Scripts Holding Company
ESRX
+$11.2M
3
GT icon
Goodyear
GT
+$4.28M
4
STT icon
State Street
STT
+$3.71M
5
QCOM icon
Qualcomm
QCOM
+$3.5M

Sector Composition

Rank Sector Weight
1 Healthcare 16.29%
2 Technology 14.67%
3 Financials 12.35%
4 Consumer Discretionary 11.02%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
76
Waste Management
WM
$90.6B
$6.68M 0.35%
113,181
+535
+0.5% +$29.5K
SYY icon
77
Sysco
SYY
$40.1B
$6.66M 0.35%
142,514
-12,530
-8% -$541K
ABBV icon
78
AbbVie
ABBV
$438B
$6.45M 0.34%
112,876
-3,858
-3% -$215K
NEE icon
79
NextEra Energy
NEE
$177B
$6.34M 0.34%
214,284
-14,972
-7% -$420K
STZ icon
80
Constellation Brands
STZ
$22.8B
$6.2M 0.33%
41,015
+7,064
+21% +$1.02M
RAI
81
DELISTED
Reynolds American Inc
RAI
$6.05M 0.32%
120,314
+3,727
+3% +$183K
COP icon
82
ConocoPhillips
COP
$148B
$5.93M 0.31%
147,199
-67,186
-31% -$2.55M
TIP icon
83
iShares TIPS Bond ETF
TIP
$14.7B
$5.92M 0.31%
51,634
-320
-0.6% -$35.7K
USB icon
84
US Bancorp
USB
$100B
$5.89M 0.31%
145,056
-14,223
-9% -$568K
CNK icon
85
Cinemark Holdings
CNK
$4.38B
$5.58M 0.3%
155,675
+11,017
+8% +$350K
CL icon
86
Colgate-Palmolive
CL
$74.3B
$5.55M 0.29%
78,601
-2,659
-3% -$177K
EOG icon
87
EOG Resources
EOG
$74.6B
$5.48M 0.29%
75,520
-7,783
-9% -$538K
ESRX
88
DELISTED
Express Scripts Holding Company
ESRX
$5.15M 0.27%
74,926
-156,106
-68% -$11.2M
AEP icon
89
American Electric Power
AEP
$66.9B
$5.08M 0.27%
76,594
+6,574
+9% +$407K
PSA icon
90
Public Storage
PSA
$60.8B
$5.01M 0.27%
18,171
+640
+4% +$161K
FISV
91
Fiserv Inc
FISV
$27.8B
$4.99M 0.26%
97,278
-1,434
-1% -$68K
UPS icon
92
United Parcel Service
UPS
$89.1B
$4.89M 0.26%
46,389
-9,152
-16% -$889K
PM icon
93
Philip Morris
PM
$290B
$4.65M 0.25%
47,385
-81
-0.2% -$7.43K
OMC icon
94
Omnicom Group
OMC
$23.2B
$4.56M 0.24%
54,742
-14,907
-21% -$1.12M
VB icon
95
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$4.52M 0.24%
40,534
-1,888
-4% -$196K
VOD icon
96
Vodafone
VOD
$36.4B
$4.51M 0.24%
140,825
+4,875
+4% +$152K
PAYX icon
97
Paychex
PAYX
$43.1B
$4.51M 0.24%
83,531
+807
+1% +$40.6K
GSK icon
98
GSK
GSK
$104B
$4.43M 0.23%
87,376
+14,512
+20% +$723K
EMR icon
99
Emerson Electric
EMR
$88.5B
$4.38M 0.23%
80,650
-4,497
-5% -$217K
STT icon
100
State Street
STT
$51.3B
$4.38M 0.23%
74,847
-65,364
-47% -$3.71M
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 Q1 2016 Portfolio in Review

As of Q1 2016, People's United Financial held 915 positions worth $1.89B, down 0.11% from $1.89B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q1 2016 filing shows 35 new, 219 increased, 286 reduced and 42 closed positions. Its largest new stake was Fresenius Medical Care: 13,447 shares worth $593K. The largest sale was CHUBB CORPORATION, an estimated $18.3M.

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

  • People's United Financial's largest Q1 2016 buy was Fresenius Medical Care: 13,447 shares worth $593K.
  • People's United Financial added most to Chubb in Q1 2016, an estimated $13M increase.
  • People's United Financial's biggest Q1 2016 reduction was Express Scripts Holding Company, cutting an estimated $11.2M.
  • People's United Financial fully exited CHUBB CORPORATION in Q1 2016, selling an estimated $18.3M.
  • People's United Financial's ten largest holdings make up 24% of its $1.89B portfolio in Q1 2016.
  • People's United Financial opened 35 new positions and closed 42 in Q1 2016.
  • People's United Financial's portfolio value fell 0.11% quarter-over-quarter to $1.89B.

Based on People's United Financial's 13F filing for Q1 2016, filed 11 May 2016.