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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
IWB icon
101
iShares Russell 1000 ETF
IWB
$50.2B
$4.26M 0.23%
37,622
-225
-0.6% -$25.7K
SPY icon
102
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$4.26M 0.23%
20,904
+5,632
+37% +$1.16M
PM icon
103
Philip Morris
PM
$290B
$4.17M 0.22%
47,466
+169
+0.4% +$14.7K
CSX icon
104
CSX Corp
CSX
$92.8B
$4.12M 0.22%
476,805
+22,332
+5% +$203K
MDLZ icon
105
Mondelez International
MDLZ
$78.5B
$4.09M 0.22%
91,308
+1,701
+2% +$76.1K
AEP icon
106
American Electric Power
AEP
$66.9B
$4.08M 0.22%
70,020
+3,944
+6% +$224K
EMR icon
107
Emerson Electric
EMR
$88.5B
$4.07M 0.22%
85,147
-1,923
-2% -$91.5K
SWK icon
108
Stanley Black & Decker
SWK
$15.5B
$4.02M 0.21%
37,668
-3,440
-8% -$363K
PRU icon
109
Prudential Financial
PRU
$42.1B
$4M 0.21%
49,184
-5,544
-10% -$458K
SPG icon
110
Simon Property Group
SPG
$71.5B
$3.94M 0.21%
20,257
+376
+2% +$72.8K
APD icon
111
Air Products & Chemicals
APD
$68.6B
$3.84M 0.2%
31,890
+329
+1% +$41.4K
GSK icon
112
GSK
GSK
$104B
$3.67M 0.19%
72,864
+352
+0.5% +$17.9K
TRV icon
113
Travelers Companies
TRV
$78.3B
$3.57M 0.19%
31,599
+25
+0.1% +$2.78K
BAC icon
114
Bank of America
BAC
$447B
$3.51M 0.19%
208,799
-3,548
-2% -$60K
LOW icon
115
Lowe's Companies
LOW
$123B
$3.5M 0.19%
46,083
-3,321
-7% -$247K
BNY
116
Bank of New York Mellon
BNY
$108B
$3.44M 0.18%
83,464
+5,396
+7% +$227K
IBB icon
117
iShares Biotechnology ETF
IBB
$9.82B
$3.21M 0.17%
28,500
+2,151
+8% +$233K
DOV icon
118
Dover
DOV
$28.3B
$3.15M 0.17%
63,712
-72,827
-53% -$3.69M
LSBG
119
DELISTED
Lake Sunapee Bank Group
LSBG
$3.14M 0.17%
223,651
-18,629
-8% -$264K
SYT
120
DELISTED
Syngenta Ag
SYT
$3.12M 0.17%
39,601
+11,911
+43% +$852K
F icon
121
Ford
F
$55.8B
$3.11M 0.16%
220,451
+13,882
+7% +$201K
AWK icon
122
American Water Works
AWK
$26.9B
$3.08M 0.16%
51,611
+29,974
+139% +$1.73M
SMFG icon
123
Sumitomo Mitsui Financial
SMFG
$161B
$3.08M 0.16%
405,802
+20,279
+5% +$160K
BDX icon
124
Becton Dickinson
BDX
$48.9B
$3.07M 0.16%
20,425
-274
-1% -$39.4K
GLW icon
125
Corning
GLW
$136B
$3.04M 0.16%
166,451
-2,965
-2% -$53.8K
3 4
5
6 7

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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.