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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
ZBH icon
201
Zimmer Biomet
ZBH
$18.4B
$1.58M 0.08%
14,872
+124
+0.8% +$13.7K
J icon
202
Jacobs Solutions
J
$17B
$1.56M 0.08%
46,495
-1,325
-3% -$48.4K
PPG icon
203
PPG Industries
PPG
$26.6B
$1.56M 0.08%
13,606
+262
+2% +$29.9K
BSV icon
204
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.54M 0.08%
19,154
+410
+2% +$32.9K
WAB icon
205
Wabtec
WAB
$49.3B
$1.53M 0.08%
16,234
+165
+1% +$16.2K
IWM icon
206
iShares Russell 2000 ETF
IWM
$81.9B
$1.51M 0.08%
12,080
+442
+4% +$55.2K
META icon
207
Meta Platforms (Facebook)
META
$1.51T
$1.51M 0.08%
17,579
+593
+3% +$48.4K
LHX icon
208
L3Harris
LHX
$53.4B
$1.51M 0.08%
19,597
+430
+2% +$34.1K
PBE icon
209
Invesco Biotechnology & Genome ETF
PBE
$353M
$1.48M 0.08%
25,350
-1,250
-5% -$71.5K
BH icon
210
Biglari Holdings Class B
BH
$1.21B
$1.47M 0.08%
5,330
– –
MA icon
211
Mastercard
MA
$493B
$1.47M 0.08%
15,695
+65
+0.4% +$5.96K
EXPD icon
212
Expeditors International
EXPD
$23.2B
$1.46M 0.08%
31,680
-190
-0.6% -$8.95K
EPD icon
213
Enterprise Products Partners
EPD
$81.7B
$1.45M 0.08%
48,643
+6,732
+16% +$220K
AFL icon
214
Aflac
AFL
$62.6B
$1.42M 0.07%
45,612
-82
-0.2% -$2.6K
LYB icon
215
LyondellBasell Industries
LYB
$19.2B
$1.41M 0.07%
13,624
+313
+2% +$31.5K
CSGP icon
216
CoStar Group
CSGP
$12.3B
$1.4M 0.07%
69,340
-760
-1% -$15.5K
HAL icon
217
Halliburton
HAL
$26.6B
$1.37M 0.07%
31,839
-2,255
-7% -$104K
EEM icon
218
iShares MSCI Emerging Markets ETF
EEM
$30B
$1.36M 0.07%
34,416
+6,666
+24% +$279K
EXC icon
219
Exelon
EXC
$47B
$1.36M 0.07%
60,747
-3,547
-6% -$85K
CNL
220
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.35M 0.07%
25,063
-1,125
-4% -$61K
ZBRA icon
221
Zebra Technologies
ZBRA
$17.8B
$1.34M 0.07%
12,077
+160
+1% +$16.6K
GS icon
222
Goldman Sachs
GS
$303B
$1.33M 0.07%
6,366
-2,390
-27% -$487K
CLX icon
223
Clorox
CLX
$12.7B
$1.32M 0.07%
12,734
-2,090
-14% -$226K
NWL icon
224
Newell Brands
NWL
$2.56B
$1.32M 0.07%
32,017
-2,965
-8% -$119K
AET
225
DELISTED
Aetna Inc
AET
$1.3M 0.07%
10,224
-5,145
-33% -$587K
7 8
9
10 11

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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.