We are live on ! Find out more
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
JCI icon
151
Johnson Controls International
JCI
$92B
$2.3M 0.12%
55,544
-6,662
-11% -$301K
PHG icon
152
Philips
PHG
$26.3B
$2.29M 0.12%
125,883
+8,365
+7% +$157K
CMCSA icon
153
Comcast
CMCSA
$89B
$2.28M 0.12%
80,960
+7,334
+10% +$221K
MKTX icon
154
MarketAxess Holdings
MKTX
$5.72B
$2.28M 0.12%
20,436
+94
+0.5% +$9.61K
NKE icon
155
Nike
NKE
$62.1B
$2.27M 0.12%
36,274
-1,774
-5% -$114K
DE icon
156
Deere & Co
DE
$164B
$2.26M 0.12%
29,592
-2,231
-7% -$173K
SNN icon
157
Smith & Nephew
SNN
$12.5B
$2.25M 0.12%
63,170
+5,183
+9% +$178K
KHC icon
158
Kraft Heinz
KHC
$29.4B
$2.21M 0.12%
30,303
+1,167
+4% +$86.1K
XRAY icon
159
Dentsply Sirona
XRAY
$2.37B
$2.17M 0.11%
35,582
-600
-2% -$35.7K
PX
160
DELISTED
Praxair Inc
PX
$2.16M 0.11%
21,121
-2,202
-9% -$240K
CLX icon
161
Clorox
CLX
$12.9B
$2.15M 0.11%
16,944
+4,715
+39% +$585K
IVE icon
162
iShares S&P 500 Value ETF
IVE
$49.9B
$2.13M 0.11%
24,049
-374
-2% -$33.4K
EMBJ
163
Embraer S.A. ADS
EMBJ
$13.2B
$2.12M 0.11%
71,762
-7,075
-9% -$207K
XLK icon
164
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.08M 0.11%
96,932
+676
+0.7% +$14.6K
MDT icon
165
Medtronic
MDT
$114B
$2M 0.11%
26,051
-974
-4% -$73.3K
ERIC icon
166
Ericsson
ERIC
$32.9B
$2M 0.11%
208,322
+36,690
+21% +$357K
UAA icon
167
Under Armour
UAA
$2.4B
$1.99M 0.11%
49,310
+764
+2% +$34.8K
HSBC icon
168
HSBC
HSBC
$354B
$1.97M 0.1%
55,893
-2,243
-4% -$79.2K
INFO
169
DELISTED
IHS Markit Ltd. Common Shares
INFO
$1.92M 0.1%
63,696
+6,293
+11% +$187K
MIDD icon
170
Middleby
MIDD
$5.9B
$1.89M 0.1%
17,549
-206
-1% -$22.9K
AMZN icon
171
Amazon
AMZN
$2.98T
$1.87M 0.1%
55,360
+20,820
+60% +$656K
TEL icon
172
TE Connectivity
TEL
$62.5B
$1.87M 0.1%
28,924
+35
+0.1% +$2.26K
RPM icon
173
RPM International
RPM
$14.7B
$1.86M 0.1%
42,249
-74
-0.2% -$3.33K
IVW icon
174
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.85M 0.1%
63,840
+400
+0.6% +$11.6K
NGG icon
175
National Grid
NGG
$79.9B
$1.84M 0.1%
27,500
+21,674
+372% +$1.47M
5 6
7
8 9

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.