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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
+107.99%
10 Year Est. Return
–
AUM
$1.89B
AUM Growth
+$125M
Cap. Flow
+$9.25M
Cap. Flow %
0.49%
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 17.13%
2 Technology 14.52%
3 Financials 13.74%
4 Consumer Discretionary 10.95%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
1
McDonald's
MCD
$179B
$94M 4.98%
795,692
+73,992
+10% +$8.27M
AAPL icon
2
Apple
AAPL
$4.84T
$55.7M 2.95%
2,114,996
-6,116
-0.3% -$175K
MSFT icon
3
Microsoft
MSFT
$3.69T
$44M 2.33%
793,561
+6,648
+0.8% +$350K
XOM icon
4
ExxonMobil
XOM
$696B
$42.7M 2.26%
547,753
+975
+0.2% +$77.9K
HD icon
5
Home Depot
HD
$305B
$39.8M 2.11%
301,304
-7,348
-2% -$935K
JPM icon
6
JPMorgan Chase
JPM
$937B
$37.9M 2%
573,310
+15,382
+3% +$1M
JNJ icon
7
Johnson & Johnson
JNJ
$644B
$33.2M 1.76%
323,171
+6,236
+2% +$627K
INTC icon
8
Intel
INTC
$513B
$31.6M 1.67%
916,846
-21,142
-2% -$715K
GE icon
9
GE Aerospace
GE
$319B
$30.9M 1.63%
206,866
+1,076
+0.5% +$153K
WFC icon
10
Wells Fargo
WFC
$271B
$30.3M 1.61%
557,860
+21,006
+4% +$1.14M
PG icon
11
Procter & Gamble
PG
$341B
$29.6M 1.57%
373,043
+28,298
+8% +$2.16M
GILD icon
12
Gilead Sciences
GILD
$181B
$26.2M 1.39%
258,708
+4,894
+2% +$509K
CVS icon
13
CVS Health
CVS
$121B
$24.1M 1.28%
246,676
+6,121
+3% +$599K
DIS icon
14
Walt Disney
DIS
$184B
$23.1M 1.22%
219,413
+38,594
+21% +$4.3M
BA icon
15
Boeing
BA
$166B
$23M 1.21%
158,744
+6,039
+4% +$870K
TMO icon
16
Thermo Fisher Scientific
TMO
$237B
$21.9M 1.16%
154,489
+4,635
+3% +$618K
MMM icon
17
3M
MMM
$84.9B
$20.5M 1.08%
162,689
+1,213
+0.8% +$156K
ESRX
18
DELISTED
Express Scripts Holding Company
ESRX
$20.2M 1.07%
231,032
-27,179
-11% -$2.33M
HON icon
19
Honeywell
HON
$64.5B
$19.6M 1.04%
210,925
+67,035
+47% +$6.15M
PEP icon
20
PepsiCo
PEP
$185B
$18.4M 0.97%
183,882
+30,287
+20% +$3.02M
CB
21
DELISTED
CHUBB CORPORATION
CB
$18.3M 0.97%
137,819
-2,229
-2% -$289K
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.22T
$18.2M 0.96%
+466,800
New +$17.3M
CSCO icon
23
Cisco
CSCO
$434B
$18M 0.95%
663,588
+27,485
+4% +$758K
ORCL icon
24
Oracle
ORCL
$424B
$18M 0.95%
493,219
+1,942
+0.4% +$74.2K
AGN
25
DELISTED
Allergan plc
AGN
$17.9M 0.95%
57,151
-1,573
-3% -$468K
1
2 3 4 5

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BAM
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ACI
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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.