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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
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYT
176
DELISTED
Syngenta Ag
SYT
$1.77M 0.1%
27,690
+4,289
+18% +$327K
BBVA icon
177
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.75M 0.1%
218,095
+2,244
+1% +$20.3K
TEL icon
178
TE Connectivity
TEL
$62B
$1.73M 0.1%
28,889
-687
-2% -$41.8K
PRGO icon
179
Perrigo
PRGO
$1.75B
$1.72M 0.1%
10,916
-3,707
-25% -$680K
IVW icon
180
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.71M 0.1%
63,440
-6,960
-10% -$198K
ERIC icon
181
Ericsson
ERIC
$32.7B
$1.68M 0.1%
171,632
+76,156
+80% +$770K
INFO
182
DELISTED
IHS Markit Ltd. Common Shares
INFO
$1.67M 0.09%
+57,403
New +$1.6M
META icon
183
Meta Platforms (Facebook)
META
$1.52T
$1.62M 0.09%
18,071
+492
+3% +$45.1K
MD icon
184
Pediatrix Medical
MD
$2.12B
$1.61M 0.09%
20,940
-1,202
-5% -$97K
BAC.PRL icon
185
Bank of America Series L
BAC.PRL
$4B
$1.57M 0.09%
1,455
– –
BSV icon
186
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.56M 0.09%
19,405
+251
+1% +$20.1K
BLK icon
187
Blackrock
BLK
$175B
$1.56M 0.09%
5,240
+58
+1% +$18.7K
SBNY
188
DELISTED
Signature Bank
SBNY
$1.55M 0.09%
11,253
-3,152
-22% -$445K
TFC icon
189
Truist Financial
TFC
$63.4B
$1.53M 0.09%
42,866
-4,296
-9% -$166K
IT icon
190
Gartner
IT
$12.2B
$1.5M 0.09%
17,899
-1,362
-7% -$119K
DEO icon
191
Diageo
DEO
$54B
$1.49M 0.08%
13,815
+130
+0.9% +$14.4K
EXPD icon
192
Expeditors International
EXPD
$23.3B
$1.48M 0.08%
31,350
-330
-1% -$15.6K
TWX
193
DELISTED
Time Warner Inc
TWX
$1.48M 0.08%
21,471
-5,045
-19% -$396K
BP icon
194
BP
BP
$110B
$1.47M 0.08%
57,056
-1,905
-3% -$55.8K
MPC icon
195
Marathon Petroleum
MPC
$90B
$1.47M 0.08%
31,672
+250
+0.8% +$12.9K
LH icon
196
Labcorp
LH
$26.1B
$1.47M 0.08%
15,722
+349
+2% +$36.1K
CAH icon
197
Cardinal Health
CAH
$55.5B
$1.45M 0.08%
18,922
-177
-0.9% -$14.8K
RSP icon
198
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.45M 0.08%
19,757
-1,010
-5% -$78.7K
VEU icon
199
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$1.45M 0.08%
33,943
+12,249
+56% +$565K
WAB icon
200
Wabtec
WAB
$49.7B
$1.43M 0.08%
16,215
-19
-0.1% -$1.81K
6 7
8
9 10

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SCC
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BAM
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ACI
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ACM
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MXM
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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

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

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.