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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
SBUX icon
101
Starbucks
SBUX
$119B
$4.37M 0.23%
73,197
+34,896
+91% +$2.03M
IWB icon
102
iShares Russell 1000 ETF
IWB
$50.2B
$4.36M 0.23%
38,196
+574
+2% +$62K
APD icon
103
Air Products & Chemicals
APD
$68B
$4.17M 0.22%
31,268
-622
-2% -$75.2K
CAT icon
104
Caterpillar
CAT
$386B
$4.12M 0.22%
53,875
+11,492
+27% +$771K
AWK icon
105
American Water Works
AWK
$26.8B
$4.04M 0.21%
58,548
+6,937
+13% +$451K
RDS.A
106
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$4M 0.21%
87,183
+22,775
+35% +$966K
GT icon
107
Goodyear
GT
$1.74B
$3.95M 0.21%
119,815
-141,869
-54% -$4.28M
AZN icon
108
AstraZeneca
AZN
$251B
$3.94M 0.21%
69,849
-17,882
-20% -$1.07M
CSX icon
109
CSX Corp
CSX
$92.9B
$3.89M 0.21%
452,925
-23,880
-5% -$194K
SWK icon
110
Stanley Black & Decker
SWK
$15.5B
$3.76M 0.2%
35,743
-1,925
-5% -$187K
MDLZ icon
111
Mondelez International
MDLZ
$78.1B
$3.75M 0.2%
93,603
+2,295
+3% +$93.4K
GLW icon
112
Corning
GLW
$139B
$3.5M 0.19%
167,411
+960
+0.6% +$17.8K
WMT icon
113
Walmart Inc
WMT
$891B
$3.49M 0.18%
152,874
+5,241
+4% +$115K
LOW icon
114
Lowe's Companies
LOW
$122B
$3.33M 0.18%
43,979
-2,104
-5% -$148K
SYT
115
DELISTED
Syngenta Ag
SYT
$3.17M 0.17%
38,233
-1,368
-3% -$108K
BDX icon
116
Becton Dickinson
BDX
$48.6B
$3.1M 0.16%
20,925
+500
+2% +$70.9K
TRV icon
117
Travelers Companies
TRV
$78.5B
$3.06M 0.16%
26,237
-5,362
-17% -$585K
D icon
118
Dominion Energy
D
$59B
$3.01M 0.16%
40,043
-2,793
-7% -$198K
F icon
119
Ford
F
$56.1B
$3M 0.16%
222,209
+1,758
+0.8% +$22.1K
LSBG
120
DELISTED
Lake Sunapee Bank Group
LSBG
$2.98M 0.16%
213,451
-10,200
-5% -$143K
IGSB icon
121
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.98M 0.16%
56,448
-28
-0% -$1.47K
MSI icon
122
Motorola Solutions
MSI
$76.5B
$2.94M 0.16%
38,774
-41,416
-52% -$2.8M
BNY
123
Bank of New York Mellon
BNY
$108B
$2.93M 0.16%
79,467
-3,997
-5% -$145K
QCOM icon
124
Qualcomm
QCOM
$172B
$2.85M 0.15%
55,739
-71,830
-56% -$3.5M
BAC icon
125
Bank of America
BAC
$446B
$2.83M 0.15%
209,303
+504
+0.2% +$6.8K
3 4
5
6 7

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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.