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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
+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
BCS icon
176
Barclays
BCS
$94.3B
$1.84M 0.1%
151,549
-721
-0.5% -$9.56K
AEG icon
177
Aegon
AEG
$14B
$1.78M 0.09%
437,293
-41,991
-9% -$179K
RSP icon
178
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.78M 0.09%
23,227
+3,470
+18% +$269K
BP icon
179
BP
BP
$110B
$1.73M 0.09%
65,915
+8,859
+16% +$252K
CAH icon
180
Cardinal Health
CAH
$55.5B
$1.68M 0.09%
18,781
-141
-0.7% -$12K
LH icon
181
Labcorp
LH
$26.1B
$1.65M 0.09%
15,489
-233
-1% -$24K
BBVA icon
182
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.63M 0.09%
231,638
+13,543
+6% +$108K
MPC icon
183
Marathon Petroleum
MPC
$90B
$1.63M 0.09%
31,412
-260
-0.8% -$13.6K
IT icon
184
Gartner
IT
$12.2B
$1.62M 0.09%
17,881
-18
-0.1% -$1.59K
SBNY
185
DELISTED
Signature Bank
SBNY
$1.61M 0.09%
10,470
-783
-7% -$118K
DEO icon
186
Diageo
DEO
$54B
$1.59M 0.08%
14,616
+801
+6% +$90.4K
TTE icon
187
TotalEnergies
TTE
$195B
$1.59M 0.08%
+21,849,123,993
New +$2.18M
BAC.PRL icon
188
Bank of America Series L
BAC.PRL
$4B
$1.59M 0.08%
1,455
– –
DD icon
189
DuPont de Nemours
DD
$19.1B
$1.59M 0.08%
12,161
-48
-0.4% -$6.16K
TFC icon
190
Truist Financial
TFC
$63.4B
$1.57M 0.08%
41,614
-1,252
-3% -$47.1K
ITW icon
191
Illinois Tool Works
ITW
$83.9B
$1.57M 0.08%
16,952
-132
-0.8% -$12K
BSV icon
192
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.54M 0.08%
19,405
– –
MD icon
193
Pediatrix Medical
MD
$2.12B
$1.51M 0.08%
21,104
+164
+0.8% +$12.1K
WMB icon
194
Williams Companies
WMB
$87.9B
$1.51M 0.08%
58,749
-14,971
-20% -$523K
CHL
195
DELISTED
China Mobile Limited
CHL
$1.51M 0.08%
+26,743
New +$1.58M
BAX icon
196
Baxter International
BAX
$14.4B
$1.5M 0.08%
39,198
-2,713
-6% -$99.2K
MA icon
197
Mastercard
MA
$493B
$1.47M 0.08%
15,084
-295
-2% -$28.9K
LHX icon
198
L3Harris
LHX
$54B
$1.45M 0.08%
16,638
+270
+2% +$21.7K
AFL icon
199
Aflac
AFL
$61.2B
$1.44M 0.08%
48,070
-418
-0.9% -$13K
SCHW
200
Charles Schwab
SCHW
$188B
$1.43M 0.08%
43,273
+5,800
+15% +$184K
6 7
8
9 10

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BAM
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ACI
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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.