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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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
176
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.94M 0.1%
9,398
+4,662
+98% +$980K
SYT
177
DELISTED
Syngenta Ag
SYT
$1.91M 0.1%
23,401
-1,737
-7% -$140K
XRAY icon
178
Dentsply Sirona
XRAY
$2.43B
$1.91M 0.1%
36,972
+12
+0% +$621
TEL icon
179
TE Connectivity
TEL
$62.6B
$1.9M 0.1%
29,576
-4,293
-13% -$297K
TFC icon
180
Truist Financial
TFC
$64B
$1.9M 0.1%
47,162
-6,712
-12% -$266K
MDT icon
181
Medtronic
MDT
$112B
$1.88M 0.1%
25,387
+9,471
+60% +$724K
SBUX icon
182
Starbucks
SBUX
$120B
$1.87M 0.1%
34,839
+4,253
+14% +$216K
TYL icon
183
Tyler Technologies
TYL
$12.8B
$1.8M 0.09%
13,913
+260
+2% +$32.3K
BLK icon
184
Blackrock
BLK
$176B
$1.79M 0.09%
5,182
+265
+5% +$96.6K
EMBJ
185
Embraer S.A. ADS
EMBJ
$13B
$1.79M 0.09%
59,055
+50,989
+632% +$1.57M
STZ icon
186
Constellation Brands
STZ
$23.2B
$1.74M 0.09%
14,950
-54
-0.4% -$6.38K
PHG icon
187
Philips
PHG
$26.1B
$1.73M 0.09%
94,993
-2,652
-3% -$52.3K
SNN icon
188
Smith & Nephew
SNN
$12.6B
$1.71M 0.09%
+50,435
New +$1.75M
SIVB
189
DELISTED
SVB Financial Group
SIVB
$1.68M 0.09%
11,682
-341
-3% -$46.1K
CLB icon
190
Core Laboratories
CLB
$521M
$1.68M 0.09%
14,722
-2,983
-17% -$362K
RSP icon
191
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.66M 0.09%
20,767
+31
+0.1% +$2.54K
IT icon
192
Gartner
IT
$11.7B
$1.65M 0.09%
19,261
-360
-2% -$30.9K
MPC icon
193
Marathon Petroleum
MPC
$83.7B
$1.64M 0.09%
31,422
+80
+0.3% +$4.07K
MD icon
194
Pediatrix Medical
MD
$2.2B
$1.64M 0.09%
22,142
-557
-2% -$40.1K
DD icon
195
DuPont de Nemours
DD
$19.2B
$1.63M 0.09%
12,609
-1,046
-8% -$136K
ITW icon
196
Illinois Tool Works
ITW
$84.5B
$1.63M 0.09%
17,769
+234
+1% +$22.3K
BAC.PRL icon
197
Bank of America Series L
BAC.PRL
$3.99B
$1.62M 0.09%
1,455
– –
LH icon
198
Labcorp
LH
$25.9B
$1.6M 0.08%
15,373
-169
-1% -$17.6K
CAH icon
199
Cardinal Health
CAH
$55.4B
$1.6M 0.08%
19,099
-52
-0.3% -$4.59K
DEO icon
200
Diageo
DEO
$53.6B
$1.59M 0.08%
13,685
-303
-2% -$34.5K
6 7
8
9 10

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BAM
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People's United Financial's Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.