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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
+107.98%
10 Year Est. Return
–
AUM
$1.89B
AUM Growth
-$2.11M
Cap. Flow
-$19.1M
Cap. Flow %
-1.01%
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
MCD icon
1
McDonald's
MCD
$192B
$98.2M 5.2%
781,500
-14,192
-2% -$1.7M
AAPL icon
2
Apple
AAPL
$4.54T
$59.2M 3.14%
2,173,468
+58,472
+3% +$1.46M
XOM icon
3
ExxonMobil
XOM
$644B
$47M 2.49%
561,998
+14,245
+3% +$1.14M
MSFT icon
4
Microsoft
MSFT
$3.45T
$42.5M 2.25%
770,422
-23,139
-3% -$1.21M
JNJ icon
5
Johnson & Johnson
JNJ
$618B
$39.8M 2.11%
367,462
+44,291
+14% +$4.59M
HD icon
6
Home Depot
HD
$331B
$39.3M 2.08%
294,580
-6,724
-2% -$838K
JPM icon
7
JPMorgan Chase
JPM
$935B
$35.4M 1.88%
597,966
+24,656
+4% +$1.44M
PG icon
8
Procter & Gamble
PG
$336B
$31.8M 1.69%
386,796
+13,753
+4% +$1.11M
GE icon
9
GE Aerospace
GE
$374B
$31.8M 1.69%
208,867
+2,001
+1% +$283K
INTC icon
10
Intel
INTC
$455B
$29.8M 1.58%
919,807
+2,961
+0.3% +$90.9K
WFC icon
11
Wells Fargo
WFC
$261B
$27.2M 1.44%
562,563
+4,703
+0.8% +$230K
CVS icon
12
CVS Health
CVS
$133B
$25.1M 1.33%
241,570
-5,106
-2% -$496K
DIS icon
13
Walt Disney
DIS
$167B
$24.8M 1.31%
249,330
+29,917
+14% +$2.89M
GILD icon
14
Gilead Sciences
GILD
$162B
$24M 1.27%
261,277
+2,569
+1% +$232K
HON icon
15
Honeywell
HON
$77B
$22.9M 1.21%
227,003
+16,078
+8% +$1.51M
BA icon
16
Boeing
BA
$171B
$22.4M 1.19%
176,243
+17,499
+11% +$2.17M
MMM icon
17
3M
MMM
$90.9B
$22M 1.16%
157,671
-5,018
-3% -$645K
CSCO icon
18
Cisco
CSCO
$457B
$21.7M 1.15%
763,026
+99,438
+15% +$2.56M
TMO icon
19
Thermo Fisher Scientific
TMO
$213B
$21.1M 1.12%
148,765
-5,724
-4% -$767K
PEP icon
20
PepsiCo
PEP
$190B
$20M 1.06%
195,261
+11,379
+6% +$1.12M
ORCL icon
21
Oracle
ORCL
$374B
$20M 1.06%
488,487
-4,732
-1% -$175K
T icon
22
AT&T
T
$159B
$17.6M 0.93%
595,613
+21,039
+4% +$583K
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.36T
$17.4M 0.92%
455,460
-11,340
-2% -$417K
PSX icon
24
Phillips 66
PSX
$84.9B
$17.3M 0.92%
200,098
+7,518
+4% +$611K
VZ icon
25
Verizon
VZ
$195B
$17M 0.9%
313,762
-2,571
-0.8% -$129K
1
2 3 4 5

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.