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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
CAT icon
101
Caterpillar
CAT
$387B
$4.59M 0.24%
54,183
-2,175
-4% -$187K
SE
102
DELISTED
Spectra Energy Corp Wi
SE
$4.51M 0.24%
138,527
-7,030
-5% -$250K
IWB icon
103
iShares Russell 1000 ETF
IWB
$50.2B
$4.44M 0.23%
38,251
-144
-0.4% -$17K
MCHP icon
104
Microchip Technology
MCHP
$46B
$4.32M 0.23%
182,306
-6,924
-4% -$168K
FISV
105
Fiserv Inc
FISV
$27.9B
$4.21M 0.22%
101,712
+5,400
+6% +$217K
WFM
106
DELISTED
Whole Foods Market Inc
WFM
$4.19M 0.22%
106,310
-82,033
-44% -$3.67M
PM icon
107
Philip Morris
PM
$295B
$4.05M 0.21%
50,511
-5,894
-10% -$485K
APD icon
108
Air Products & Chemicals
APD
$67.6B
$4M 0.21%
31,562
+1,591
+5% +$217K
PSA icon
109
Public Storage
PSA
$61.3B
$3.98M 0.21%
21,566
-843
-4% -$162K
LSBG
110
DELISTED
Lake Sunapee Bank Group
LSBG
$3.67M 0.19%
254,251
-15,300
-6% -$235K
GSK icon
111
GSK
GSK
$106B
$3.64M 0.19%
69,952
+414
+0.6% +$23.3K
MDLZ icon
112
Mondelez International
MDLZ
$79.9B
$3.64M 0.19%
88,512
-538
-0.6% -$21.1K
BAC icon
113
Bank of America
BAC
$442B
$3.63M 0.19%
213,286
-17,389
-8% -$287K
WMT icon
114
Walmart Inc
WMT
$890B
$3.63M 0.19%
153,318
-9,537
-6% -$243K
AEP icon
115
American Electric Power
AEP
$68.4B
$3.54M 0.19%
66,862
+1,327
+2% +$73.5K
LOW icon
116
Lowe's Companies
LOW
$125B
$3.53M 0.19%
52,750
-5,225
-9% -$373K
PAYX icon
117
Paychex
PAYX
$42.7B
$3.53M 0.19%
75,344
+1,199
+2% +$58.6K
SPG icon
118
Simon Property Group
SPG
$72.3B
$3.46M 0.18%
19,994
+1,670
+9% +$307K
DE icon
119
Deere & Co
DE
$168B
$3.42M 0.18%
35,198
-2,482
-7% -$226K
GLW icon
120
Corning
GLW
$143B
$3.36M 0.18%
170,379
-13,193
-7% -$282K
F icon
121
Ford
F
$55.7B
$3.33M 0.18%
222,142
-12,026
-5% -$186K
JCI icon
122
Johnson Controls International
JCI
$92.2B
$3.32M 0.17%
64,017
-2,560
-4% -$137K
IRM icon
123
Iron Mountain
IRM
$36.1B
$3.26M 0.17%
105,314
-9,693
-8% -$339K
IBB icon
124
iShares Biotechnology ETF
IBB
$9.71B
$3.25M 0.17%
26,385
-6,810
-21% -$815K
SMFG icon
125
Sumitomo Mitsui Financial
SMFG
$164B
$3.23M 0.17%
362,731
-53,839
-13% -$467K
3 4
5
6 7

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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.