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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$70.6M 3.72%
742,467
-6,169
-0.8% -$597K
AAPL icon
2
Apple
AAPL
$4.54T
$57.8M 3.04%
1,842,284
-82,068
-4% -$2.63M
XOM icon
3
ExxonMobil
XOM
$644B
$43.1M 2.27%
518,499
-13,179
-2% -$1.13M
JPM icon
4
JPMorgan Chase
JPM
$935B
$38.6M 2.03%
570,094
-31,349
-5% -$2.05M
HD icon
5
Home Depot
HD
$331B
$35.3M 1.86%
317,602
-7,533
-2% -$843K
MSFT icon
6
Microsoft
MSFT
$3.45T
$35.2M 1.85%
797,386
-21,744
-3% -$992K
JNJ icon
7
Johnson & Johnson
JNJ
$618B
$30.1M 1.59%
308,924
-11,017
-3% -$1.1M
GILD icon
8
Gilead Sciences
GILD
$162B
$29.9M 1.57%
255,319
-14,841
-5% -$1.62M
WFC icon
9
Wells Fargo
WFC
$261B
$29.7M 1.56%
527,983
-15,066
-3% -$840K
INTC icon
10
Intel
INTC
$455B
$28M 1.48%
921,546
-23,727
-3% -$767K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.36T
$26.4M 1.39%
994,300
-15,766
-2% -$422K
GE icon
12
GE Aerospace
GE
$374B
$26.3M 1.39%
206,835
-8,623
-4% -$1.12M
PG icon
13
Procter & Gamble
PG
$336B
$26M 1.37%
331,734
-6,168
-2% -$496K
CVS icon
14
CVS Health
CVS
$133B
$25.6M 1.35%
244,328
-5,868
-2% -$600K
ESRX
15
DELISTED
Express Scripts Holding Company
ESRX
$23.6M 1.25%
265,867
-9,855
-4% -$861K
RTX icon
16
RTX Corp
RTX
$290B
$22.4M 1.18%
320,156
-4,057
-1% -$298K
BA icon
17
Boeing
BA
$171B
$21.3M 1.12%
153,556
-533
-0.3% -$77.7K
COP icon
18
ConocoPhillips
COP
$147B
$21.2M 1.12%
345,279
-8,318
-2% -$542K
MMM icon
19
3M
MMM
$90.9B
$20.8M 1.09%
160,931
+2,209
+1% +$296K
TMO icon
20
Thermo Fisher Scientific
TMO
$213B
$19.8M 1.04%
152,815
-8,648
-5% -$1.13M
COF icon
21
Capital One
COF
$128B
$19.6M 1.03%
222,391
-7,060
-3% -$593K
AGN
22
DELISTED
Allergan plc
AGN
$19.3M 1.02%
63,731
-11,059
-15% -$3.3M
QCOM icon
23
Qualcomm
QCOM
$155B
$19.3M 1.02%
308,459
+1,356
+0.4% +$92.5K
ORCL icon
24
Oracle
ORCL
$374B
$19M 1%
472,676
-22,164
-4% -$961K
EMC
25
DELISTED
EMC CORPORATION
EMC
$18.8M 0.99%
712,286
-3,744
-0.5% -$99.8K
1
2 3 4 5

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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.