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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
TEVA icon
201
Teva Pharmaceuticals
TEVA
$41.8B
$1.4M 0.07%
21,253
-469
-2% -$29K
ED icon
202
Consolidated Edison
ED
$39.3B
$1.39M 0.07%
21,576
+3,424
+19% +$220K
CSGP icon
203
CoStar Group
CSGP
$12.7B
$1.37M 0.07%
66,370
+340
+0.5% +$6.77K
BLKB icon
204
Blackbaud
BLKB
$2.08B
$1.35M 0.07%
20,553
-121
-0.6% -$7.57K
ACC
205
DELISTED
American Campus Communities, Inc.
ACC
$1.34M 0.07%
32,515
+952
+3% +$37.6K
TTC icon
206
Toro Company
TTC
$9.39B
$1.34M 0.07%
36,648
+210
+0.6% +$7.86K
HSY icon
207
Hershey
HSY
$36.7B
$1.33M 0.07%
14,935
+375
+3% +$33.6K
ZBH icon
208
Zimmer Biomet
ZBH
$18.6B
$1.32M 0.07%
13,231
-1,577
-11% -$154K
AROW icon
209
Arrow Financial
AROW
$643M
$1.31M 0.07%
61,238
-1
-0% -$22
IWM icon
210
iShares Russell 2000 ETF
IWM
$81.5B
$1.27M 0.07%
11,320
+925
+9% +$107K
GS icon
211
Goldman Sachs
GS
$301B
$1.27M 0.07%
7,048
+535
+8% +$99.4K
HAL icon
212
Halliburton
HAL
$28B
$1.27M 0.07%
37,202
+6,304
+20% +$238K
PBE icon
213
Invesco Biotechnology & Genome ETF
PBE
$357M
$1.26M 0.07%
25,000
-350
-1% -$17.3K
TWX
214
DELISTED
Time Warner Inc
TWX
$1.25M 0.07%
19,357
-2,114
-10% -$148K
MON
215
DELISTED
Monsanto Co
MON
$1.25M 0.07%
12,674
+751
+6% +$70.5K
EXPD icon
216
Expeditors International
EXPD
$23.3B
$1.24M 0.07%
27,500
-3,850
-12% -$187K
RSG icon
217
Republic Services
RSG
$65.9B
$1.24M 0.07%
28,170
+2,801
+11% +$122K
EPD icon
218
Enterprise Products Partners
EPD
$82.3B
$1.23M 0.07%
48,240
-1,353
-3% -$35.2K
ALGN icon
219
Align Technology
ALGN
$12.5B
$1.23M 0.07%
18,667
+1,931
+12% +$124K
FRC
220
DELISTED
First Republic Bank
FRC
$1.22M 0.06%
18,512
+386
+2% +$25.5K
NWL icon
221
Newell Brands
NWL
$2.51B
$1.22M 0.06%
27,695
-1,031
-4% -$45.1K
STE icon
222
Steris
STE
$23.2B
$1.22M 0.06%
16,193
+513
+3% +$37.1K
SIVB
223
DELISTED
SVB Financial Group
SIVB
$1.21M 0.06%
10,191
-384
-4% -$47.6K
ANSS
224
DELISTED
Ansys
ANSS
$1.2M 0.06%
12,994
+57
+0.4% +$5.26K
TXN icon
225
Texas Instruments
TXN
$257B
$1.2M 0.06%
21,906
-1,940
-8% -$108K
7 8
9
10 11

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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.