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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
WMT icon
126
Walmart Inc
WMT
$897B
$3.02M 0.16%
147,633
-11,013
-7% -$221K
IGSB icon
127
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.95M 0.16%
56,476
-64
-0.1% -$3.36K
D icon
128
Dominion Energy
D
$59.1B
$2.9M 0.15%
42,836
-789
-2% -$54.5K
CAT icon
129
Caterpillar
CAT
$385B
$2.88M 0.15%
42,383
-264
-0.6% -$18.5K
NSC icon
130
Norfolk Southern
NSC
$75B
$2.81M 0.15%
33,192
-591
-2% -$50.6K
RDS.A
131
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.8M 0.15%
64,408
+50,678
+369% +$2.41M
AXP icon
132
American Express
AXP
$229B
$2.69M 0.14%
38,706
+2,078
+6% +$151K
UNP icon
133
Union Pacific
UNP
$174B
$2.67M 0.14%
34,165
+1,045
+3% +$89.7K
XLF icon
134
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.65M 0.14%
126,450
-5,805
-4% -$122K
META icon
135
Meta Platforms (Facebook)
META
$1.52T
$2.61M 0.14%
24,925
+6,854
+38% +$704K
STWD icon
136
Starwood Property Trust
STWD
$6.16B
$2.6M 0.14%
126,644
-7,608
-6% -$156K
SE
137
DELISTED
Spectra Energy Corp Wi
SE
$2.53M 0.13%
105,758
-2,267
-2% -$60.2K
DFS
138
DELISTED
Discover Financial Services
DFS
$2.53M 0.13%
47,154
-21,753
-32% -$1.21M
FDX icon
139
FedEx
FDX
$76.9B
$2.52M 0.13%
16,888
+1,671
+11% +$258K
EFA icon
140
iShares MSCI EAFE ETF
EFA
$79.8B
$2.41M 0.13%
41,107
+7,433
+22% +$448K
MTB icon
141
M&T Bank
MTB
$36.3B
$2.4M 0.13%
19,776
-19,324
-49% -$2.36M
WPP icon
142
WPP
WPP
$5.76B
$2.38M 0.13%
20,766
+1,304
+7% +$147K
CTSH icon
143
Cognizant
CTSH
$26.3B
$2.38M 0.13%
39,605
-37,027
-48% -$2.39M
LUV icon
144
Southwest Airlines
LUV
$22B
$2.35M 0.12%
54,586
-23,602
-30% -$1.05M
SO icon
145
Southern Company
SO
$105B
$2.35M 0.12%
50,141
+829
+2% +$37.6K
ETN icon
146
Eaton
ETN
$173B
$2.32M 0.12%
44,666
-4,131
-8% -$224K
WBA
147
DELISTED
Walgreens Boots Alliance
WBA
$2.31M 0.12%
27,174
-582
-2% -$49.4K
VEU icon
148
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$2.31M 0.12%
53,221
+19,278
+57% +$862K
TYL icon
149
Tyler Technologies
TYL
$13B
$2.31M 0.12%
13,228
-544
-4% -$94K
SBUX icon
150
Starbucks
SBUX
$119B
$2.3M 0.12%
38,301
+2,335
+6% +$142K
4 5
6
7 8

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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.