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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
TWX
201
DELISTED
Time Warner Inc
TWX
$1.38M 0.07%
19,072
-285
-1% -$19.6K
MA icon
202
Mastercard
MA
$493B
$1.38M 0.07%
14,544
-540
-4% -$47.7K
MD icon
203
Pediatrix Medical
MD
$2.12B
$1.37M 0.07%
21,254
+150
+0.7% +$9.95K
ZBH icon
204
Zimmer Biomet
ZBH
$18.7B
$1.34M 0.07%
12,922
-309
-2% -$29.9K
BH icon
205
Biglari Holdings Class B
BH
$1.21B
$1.32M 0.07%
5,330
– –
WAB icon
206
Wabtec
WAB
$49.7B
$1.32M 0.07%
16,598
+666
+4% +$46.1K
MAA icon
207
Mid-America Apartment Communities
MAA
$15.4B
$1.29M 0.07%
12,668
+826
+7% +$76.7K
AROW icon
208
Arrow Financial
AROW
$644M
$1.28M 0.07%
61,238
– –
LHX icon
209
L3Harris
LHX
$54B
$1.28M 0.07%
16,411
-227
-1% -$18.2K
MAT icon
210
Mattel
MAT
$4.21B
$1.27M 0.07%
37,874
+1,370
+4% +$41.6K
CI icon
211
Cigna
CI
$73.6B
$1.27M 0.07%
9,228
+1,375
+18% +$189K
TEL icon
212
TE Connectivity
TEL
$62B
$1.25M 0.07%
20,229
-8,695
-30% -$505K
CSGP icon
213
CoStar Group
CSGP
$12.8B
$1.25M 0.07%
66,380
+10
+0% +$177
SBNY
214
DELISTED
Signature Bank
SBNY
$1.24M 0.07%
9,117
-1,353
-13% -$184K
BLKB icon
215
Blackbaud
BLKB
$2.09B
$1.24M 0.07%
19,673
-880
-4% -$51.5K
LYB icon
216
LyondellBasell Industries
LYB
$20.2B
$1.23M 0.07%
14,374
+704
+5% +$56.5K
STE icon
217
Steris
STE
$23.3B
$1.22M 0.06%
17,133
+940
+6% +$63.6K
WBS icon
218
Webster Financial
WBS
$12.8B
$1.22M 0.06%
33,891
+1,770
+6% +$60.6K
DUK icon
219
Duke Energy
DUK
$94.5B
$1.22M 0.06%
15,052
+1,223
+9% +$92.6K
NWL icon
220
Newell Brands
NWL
$2.51B
$1.21M 0.06%
27,307
-388
-1% -$15.2K
FRC
221
DELISTED
First Republic Bank
FRC
$1.18M 0.06%
17,769
-743
-4% -$47.6K
ALGN icon
222
Align Technology
ALGN
$12.5B
$1.18M 0.06%
16,171
-2,496
-13% -$163K
MPC icon
223
Marathon Petroleum
MPC
$90B
$1.17M 0.06%
31,362
-50
-0.2% -$1.9K
IWM icon
224
iShares Russell 2000 ETF
IWM
$81.5B
$1.16M 0.06%
10,475
-845
-7% -$87.5K
XLE icon
225
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.14M 0.06%
36,894
+630
+2% +$18.3K
7 8
9
10 11

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BAM
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ACI
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ACM
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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.