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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
WBA
151
DELISTED
Walgreens Boots Alliance
WBA
$2.17M 0.12%
25,763
-1,411
-5% -$113K
PX
152
DELISTED
Praxair Inc
PX
$2.17M 0.12%
18,965
-2,156
-10% -$225K
DE icon
153
Deere & Co
DE
$165B
$2.15M 0.11%
27,965
-1,627
-5% -$127K
KHC icon
154
Kraft Heinz
KHC
$29.6B
$2.13M 0.11%
27,171
-3,132
-10% -$234K
IVE icon
155
iShares S&P 500 Value ETF
IVE
$50B
$2.13M 0.11%
23,670
-379
-2% -$32.3K
ERIC icon
156
Ericsson
ERIC
$32.7B
$2.12M 0.11%
211,008
+2,686
+1% +$24.7K
XRAY icon
157
Dentsply Sirona
XRAY
$2.33B
$2.12M 0.11%
34,332
-1,250
-4% -$73.7K
TTE icon
158
TotalEnergies
TTE
$195B
$2.12M 0.11%
28,301,143,759
+6,452,019,766
+30% +$645K
JCI icon
159
Johnson Controls International
JCI
$91.2B
$2.07M 0.11%
50,717
-4,827
-9% -$184K
RPM icon
160
RPM International
RPM
$14.8B
$2.04M 0.11%
42,989
+740
+2% +$30.6K
AXP icon
161
American Express
AXP
$229B
$1.98M 0.1%
32,241
-6,465
-17% -$376K
WY icon
162
Weyerhaeuser
WY
$18.2B
$1.97M 0.1%
63,679
+34,411
+118% +$919K
AEG icon
163
Aegon
AEG
$14B
$1.97M 0.1%
497,110
+59,817
+14% +$231K
EMBJ
164
Embraer S.A. ADS
EMBJ
$13.1B
$1.96M 0.1%
74,506
+2,744
+4% +$75.2K
UAA icon
165
Under Armour
UAA
$2.5B
$1.95M 0.1%
45,998
-3,312
-7% -$131K
XLK icon
166
State Street Technology Select Sector SPDR ETF
XLK
$122B
$1.94M 0.1%
87,680
-9,252
-10% -$191K
SMFG icon
167
Sumitomo Mitsui Financial
SMFG
$161B
$1.94M 0.1%
322,574
-83,228
-21% -$519K
CHL
168
DELISTED
China Mobile Limited
CHL
$1.92M 0.1%
34,670
+7,927
+30% +$427K
PHG icon
169
Philips
PHG
$26.3B
$1.88M 0.1%
91,841
-34,042
-27% -$629K
BXLT
170
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$1.86M 0.1%
45,931
+17,717
+63% +$701K
MIDD icon
171
Middleby
MIDD
$5.9B
$1.85M 0.1%
17,330
-219
-1% -$20.6K
IVW icon
172
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.83M 0.1%
63,100
-740
-1% -$20.4K
LUV icon
173
Southwest Airlines
LUV
$22B
$1.83M 0.1%
40,757
-13,829
-25% -$563K
HSBC icon
174
HSBC
HSBC
$354B
$1.82M 0.1%
65,488
+9,595
+17% +$284K
ED icon
175
Consolidated Edison
ED
$39.3B
$1.81M 0.1%
23,646
+2,070
+10% +$147K
5 6
7
8 9

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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.