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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
ETN icon
126
Eaton
ETN
$174B
$3.22M 0.17%
47,691
-112
-0.2% -$7.91K
UNP icon
127
Union Pacific
UNP
$174B
$3.21M 0.17%
33,616
+897
+3% +$93.5K
BNY
128
Bank of New York Mellon
BNY
$107B
$3.18M 0.17%
75,676
+3,335
+5% +$142K
TRV icon
129
Travelers Companies
TRV
$80.2B
$3.11M 0.16%
32,177
+381
+1% +$39K
NOV icon
130
NOV
NOV
$7B
$3.1M 0.16%
64,117
+1,168
+2% +$60K
PX
131
DELISTED
Praxair Inc
PX
$3.04M 0.16%
25,411
-1,505
-6% -$183K
AZN icon
132
AstraZeneca
AZN
$250B
$3.02M 0.16%
47,322
-2,456
-5% -$168K
FDX icon
133
FedEx
FDX
$75.4B
$3.01M 0.16%
17,641
+1,220
+7% +$212K
IGSB icon
134
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.96M 0.16%
56,306
-4,178
-7% -$220K
NSC icon
135
Norfolk Southern
NSC
$75.1B
$2.95M 0.16%
33,812
+66
+0.2% +$6.43K
BAX icon
136
Baxter International
BAX
$14.2B
$2.94M 0.15%
77,462
+8,053
+12% +$301K
STWD icon
137
Starwood Property Trust
STWD
$6.09B
$2.94M 0.15%
136,298
-1,944
-1% -$46.1K
TPR icon
138
Tapestry
TPR
$32.8B
$2.93M 0.15%
84,739
-502
-0.6% -$19.2K
AXP icon
139
American Express
AXP
$230B
$2.93M 0.15%
37,717
-2,146
-5% -$170K
BDX icon
140
Becton Dickinson
BDX
$48.2B
$2.91M 0.15%
21,081
-966
-4% -$133K
D icon
141
Dominion Energy
D
$59.3B
$2.83M 0.15%
42,389
-5,376
-11% -$378K
XLF icon
142
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.83M 0.15%
132,139
-9,795
-7% -$211K
SONY icon
143
Sony
SONY
$138B
$2.78M 0.15%
489,085
-40,030
-8% -$245K
PRGO icon
144
Perrigo
PRGO
$1.78B
$2.7M 0.14%
14,623
-2,582
-15% -$492K
GAS
145
DELISTED
AGL Resources Inc
GAS
$2.7M 0.14%
58,027
+1,531
+3% +$75.5K
NTT
146
DELISTED
Nippon Telegraph & Telephone
NTT
$2.66M 0.14%
73,265
-4,320
-6% -$149K
WBA
147
DELISTED
Walgreens Boots Alliance
WBA
$2.51M 0.13%
29,740
-2,010
-6% -$173K
LKQ icon
148
LKQ Corp
LKQ
$6.29B
$2.51M 0.13%
82,912
+364
+0.4% +$10.1K
CI icon
149
Cigna
CI
$74.6B
$2.42M 0.13%
14,970
+2,200
+17% +$304K
VRSK icon
150
Verisk Analytics
VRSK
$25B
$2.39M 0.13%
32,852
-1,107
-3% -$81.3K
4 5
6
7 8

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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.