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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE
126
DELISTED
Spectra Energy Corp Wi
SE
$2.84M 0.16%
108,025
-30,502
-22% -$888K
F icon
127
Ford
F
$55.8B
$2.8M 0.16%
206,569
-15,573
-7% -$223K
CAT icon
128
Caterpillar
CAT
$385B
$2.79M 0.16%
42,647
-11,536
-21% -$882K
STWD icon
129
Starwood Property Trust
STWD
$6.16B
$2.75M 0.16%
134,252
-2,046
-2% -$44.3K
WMB icon
130
Williams Companies
WMB
$87.9B
$2.72M 0.15%
73,720
-31,958
-30% -$1.59M
AXP icon
131
American Express
AXP
$229B
$2.71M 0.15%
36,628
-1,089
-3% -$83.8K
JCI icon
132
Johnson Controls International
JCI
$91.3B
$2.69M 0.15%
62,206
-1,811
-3% -$83.5K
BDX icon
133
Becton Dickinson
BDX
$48.9B
$2.68M 0.15%
20,699
-382
-2% -$53.3K
IBB icon
134
iShares Biotechnology ETF
IBB
$9.82B
$2.66M 0.15%
26,349
-36
-0.1% -$4.32K
TPR icon
135
Tapestry
TPR
$33.3B
$2.64M 0.15%
91,378
+6,639
+8% +$205K
XLF icon
136
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.63M 0.15%
132,255
+116
+0.1% +$2.46K
NSC icon
137
Norfolk Southern
NSC
$75B
$2.58M 0.15%
33,783
-29
-0.1% -$2.36K
ETN icon
138
Eaton
ETN
$173B
$2.5M 0.14%
48,797
+1,106
+2% +$65.3K
PPG icon
139
PPG Industries
PPG
$25.7B
$2.5M 0.14%
28,523
+14,917
+110% +$1.52M
PX
140
DELISTED
Praxair Inc
PX
$2.38M 0.13%
23,323
-2,088
-8% -$230K
DE icon
141
Deere & Co
DE
$164B
$2.35M 0.13%
31,823
-3,375
-10% -$297K
UAA icon
142
Under Armour
UAA
$2.5B
$2.35M 0.13%
48,546
+652
+1% +$31K
NKE icon
143
Nike
NKE
$62.5B
$2.34M 0.13%
38,048
-1,390
-4% -$78.6K
VB icon
144
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$2.31M 0.13%
21,369
+2,552
+14% +$298K
WBA
145
DELISTED
Walgreens Boots Alliance
WBA
$2.31M 0.13%
27,756
-1,984
-7% -$179K
NTT
146
DELISTED
Nippon Telegraph & Telephone
NTT
$2.22M 0.13%
62,766
-10,499
-14% -$393K
SO icon
147
Southern Company
SO
$105B
$2.2M 0.12%
49,312
+2,281
+5% +$100K
FDX icon
148
FedEx
FDX
$76.9B
$2.19M 0.12%
15,217
-2,424
-14% -$387K
BCS icon
149
Barclays
BCS
$94.3B
$2.1M 0.12%
152,270
-569
-0.4% -$8.75K
CMCSA icon
150
Comcast
CMCSA
$89.4B
$2.1M 0.12%
73,626
-4,162
-5% -$124K
4 5
6
7 8

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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

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

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.