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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
MCHP icon
126
Microchip Technology
MCHP
$44.2B
$2.81M 0.15%
116,454
-76,836
-40% -$1.71M
UNP icon
127
Union Pacific
UNP
$174B
$2.8M 0.15%
35,200
+1,035
+3% +$80K
PRU icon
128
Prudential Financial
PRU
$42.1B
$2.77M 0.15%
38,371
-10,813
-22% -$754K
NSC icon
129
Norfolk Southern
NSC
$75B
$2.7M 0.14%
32,436
-756
-2% -$57.1K
META icon
130
Meta Platforms (Facebook)
META
$1.52T
$2.57M 0.14%
22,562
-2,363
-9% -$249K
XLF icon
131
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.51M 0.13%
127,077
+627
+0.5% +$11.9K
LRCX icon
132
Lam Research
LRCX
$383B
$2.5M 0.13%
302,770
+302,650
+252,208% +$2.2M
CMCSA icon
133
Comcast
CMCSA
$89.4B
$2.48M 0.13%
81,382
+422
+0.5% +$12.1K
SO icon
134
Southern Company
SO
$105B
$2.48M 0.13%
47,973
-2,168
-4% -$106K
EFA icon
135
iShares MSCI EAFE ETF
EFA
$79.8B
$2.46M 0.13%
43,112
+2,005
+5% +$111K
NKE icon
136
Nike
NKE
$62.5B
$2.44M 0.13%
39,744
+3,470
+10% +$210K
DOV icon
137
Dover
DOV
$28.3B
$2.41M 0.13%
46,306
-17,406
-27% -$844K
WPP icon
138
WPP
WPP
$5.76B
$2.39M 0.13%
20,494
-272
-1% -$29.3K
MKTX icon
139
MarketAxess Holdings
MKTX
$5.72B
$2.37M 0.13%
19,013
-1,423
-7% -$162K
NGG icon
140
National Grid
NGG
$79.9B
$2.36M 0.13%
34,305
+6,805
+25% +$455K
CLX icon
141
Clorox
CLX
$13B
$2.34M 0.12%
18,569
+1,625
+10% +$207K
XLV icon
142
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$2.33M 0.12%
34,403
-35,681
-51% -$2.39M
FDX icon
143
FedEx
FDX
$76.9B
$2.31M 0.12%
14,182
-2,706
-16% -$376K
INFO
144
DELISTED
IHS Markit Ltd. Common Shares
INFO
$2.29M 0.12%
64,926
+1,230
+2% +$35.7K
IBB icon
145
iShares Biotechnology ETF
IBB
$9.82B
$2.28M 0.12%
26,274
-2,226
-8% -$199K
VTR icon
146
Ventas
VTR
$47.2B
$2.27M 0.12%
36,124
+36,064
+60,107% +$2.03M
SE
147
DELISTED
Spectra Energy Corp Wi
SE
$2.22M 0.12%
72,563
-33,195
-31% -$937K
SPG icon
148
Simon Property Group
SPG
$71.5B
$2.22M 0.12%
10,670
-9,587
-47% -$1.84M
ETN icon
149
Eaton
ETN
$173B
$2.22M 0.12%
35,427
-9,239
-21% -$510K
SNN icon
150
Smith & Nephew
SNN
$12.6B
$2.2M 0.12%
66,036
+2,866
+5% +$93.8K
4 5
6
7 8

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BAM
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ACI
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ACM
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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.