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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
RSP icon
176
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.79M 0.09%
22,749
-478
-2% -$35.1K
BP icon
177
BP
BP
$110B
$1.76M 0.09%
69,476
+3,561
+5% +$89.8K
TXN icon
178
Texas Instruments
TXN
$256B
$1.76M 0.09%
30,674
+8,768
+40% +$465K
BBVA icon
179
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.73M 0.09%
270,563
+38,925
+17% +$247K
ITW icon
180
Illinois Tool Works
ITW
$83.9B
$1.7M 0.09%
16,552
-400
-2% -$37K
BAC.PRL icon
181
Bank of America Series L
BAC.PRL
$4B
$1.66M 0.09%
1,455
– –
ACC
182
DELISTED
American Campus Communities, Inc.
ACC
$1.64M 0.09%
34,919
+2,404
+7% +$104K
DEO icon
183
Diageo
DEO
$54B
$1.64M 0.09%
15,196
+580
+4% +$61.4K
IT icon
184
Gartner
IT
$12.2B
$1.64M 0.09%
18,346
+465
+3% +$39.3K
BAX icon
185
Baxter International
BAX
$14.4B
$1.59M 0.08%
38,804
-394
-1% -$15K
TYL icon
186
Tyler Technologies
TYL
$13B
$1.58M 0.08%
12,304
-924
-7% -$128K
MTB icon
187
M&T Bank
MTB
$36.3B
$1.57M 0.08%
14,188
-5,588
-28% -$606K
DFS
188
DELISTED
Discover Financial Services
DFS
$1.57M 0.08%
30,917
-16,237
-34% -$782K
BSV icon
189
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.57M 0.08%
19,503
+98
+0.5% +$7.86K
LH icon
190
Labcorp
LH
$26.1B
$1.52M 0.08%
15,111
-378
-2% -$36.2K
AMZN icon
191
Amazon
AMZN
$3T
$1.52M 0.08%
51,120
-4,240
-8% -$120K
TTC icon
192
Toro Company
TTC
$9.4B
$1.49M 0.08%
34,702
-1,946
-5% -$74.8K
SCHW
193
Charles Schwab
SCHW
$188B
$1.46M 0.08%
51,973
+8,700
+20% +$230K
CTSH icon
194
Cognizant
CTSH
$26.3B
$1.44M 0.08%
22,879
-16,726
-42% -$972K
DD icon
195
DuPont de Nemours
DD
$19.1B
$1.44M 0.08%
11,139
-1,022
-8% -$122K
AFL icon
196
Aflac
AFL
$61.2B
$1.43M 0.08%
45,232
-2,838
-6% -$84.3K
EXC icon
197
Exelon
EXC
$45.8B
$1.42M 0.08%
55,606
-1,001
-2% -$22.4K
TFC icon
198
Truist Financial
TFC
$63.4B
$1.42M 0.08%
42,618
+1,004
+2% +$33.4K
HSY icon
199
Hershey
HSY
$36.7B
$1.39M 0.07%
15,135
+200
+1% +$17.8K
RSG icon
200
Republic Services
RSG
$65.7B
$1.39M 0.07%
29,093
+923
+3% +$41.9K
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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PP
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MXM
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OSIA
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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.