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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
+1.08%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.97B
AUM Growth
+$8.69M
Cap. Flow
+$2.56M
Cap. Flow %
0.13%
Top 10 Hldgs %
20.5%
Holding
857
New
35
Increased
274
Reduced
217
Closed
33

Top Buys

Rank Stock Value
1
MET icon
MetLife
MET
+$5.76M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.86M
3
XOM icon
ExxonMobil
XOM
+$4.37M
4
ITC
ITC HOLDINGS CORP
ITC
+$4.03M
5
WFM
Whole Foods Market Inc
WFM
+$2.01M

Top Sells

Rank Stock Value
1
PRU icon
Prudential Financial
PRU
+$7.42M
2
DFS
Discover Financial Services
DFS
+$7.12M
3
USB icon
US Bancorp
USB
+$6.66M
4
CVX icon
Chevron
CVX
+$5.39M
5
AGN
Allergan Inc
AGN
+$4.5M

Sector Composition

Rank Sector Weight
1 Healthcare 16.36%
2 Technology 15.39%
3 Financials 13.25%
4 Industrials 11.89%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AROW icon
226
Arrow Financial
AROW
$644M
$1.29M 0.07%
61,241
– –
RYL
227
DELISTED
RYLAND GROUP INC
RYL
$1.28M 0.07%
26,272
+1,543
+6% +$66K
TTC icon
228
Toro Company
TTC
$9.4B
$1.27M 0.06%
36,112
+1,370
+4% +$45.4K
FNF icon
229
Fidelity National Financial
FNF
$12.9B
$1.25M 0.06%
49,126
+2,762
+6% +$69.6K
ANSS
230
DELISTED
Ansys
ANSS
$1.25M 0.06%
14,208
+1,341
+10% +$113K
AMJ
231
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.25M 0.06%
29,275
-200
-0.7% -$8.82K
MDT icon
232
Medtronic
MDT
$114B
$1.24M 0.06%
15,916
-5,796
-27% -$439K
EFA icon
233
iShares MSCI EAFE ETF
EFA
$79.8B
$1.24M 0.06%
19,344
+5,318
+38% +$335K
ACC
234
DELISTED
American Campus Communities, Inc.
ACC
$1.23M 0.06%
28,690
+4,115
+17% +$176K
CERN
235
DELISTED
Cerner Corp
CERN
$1.23M 0.06%
16,788
+911
+6% +$63.1K
TAP icon
236
Molson Coors Class B
TAP
$7.93B
$1.2M 0.06%
16,137
+3,001
+23% +$226K
LYB icon
237
LyondellBasell Industries
LYB
$20.2B
$1.17M 0.06%
13,311
+161
+1% +$13.5K
SCHW
238
Charles Schwab
SCHW
$187B
$1.17M 0.06%
38,300
-3,000
-7% -$87K
WAT icon
239
Waters Corp
WAT
$40.4B
$1.13M 0.06%
9,074
+698
+8% +$83.3K
VFC icon
240
VF Corp
VFC
$5.86B
$1.12M 0.06%
15,815
-494
-3% -$34.2K
EEM icon
241
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$1.11M 0.06%
27,750
+1,935
+7% +$77K
C icon
242
Citigroup
C
$227B
$1.11M 0.06%
21,590
-156
-0.7% -$7.94K
XLP icon
243
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.11M 0.06%
22,772
-3,328
-13% -$163K
TSM icon
244
TSMC
TSM
$2.17T
$1.1M 0.06%
47,007
-59,039
-56% -$1.39M
ZBRA icon
245
Zebra Technologies
ZBRA
$17.9B
$1.08M 0.05%
11,917
-569
-5% -$49.2K
PPL
246
PPL Corp
PPL
$26.3B
$1.08M 0.05%
34,391
-18,242
-35% -$586K
ED icon
247
Consolidated Edison
ED
$39.3B
$1.07M 0.05%
17,562
-489
-3% -$31.8K
GPI icon
248
Group 1 Automotive
GPI
$3.16B
$1.07M 0.05%
12,401
+700
+6% +$57.5K
STE icon
249
Steris
STE
$23.3B
$1.07M 0.05%
15,230
+885
+6% +$58.4K
FRC
250
DELISTED
First Republic Bank
FRC
$1.06M 0.05%
18,569
+968
+5% +$52.7K
8 9
10
11 12

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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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People's United Financial's Q1 2015 Portfolio in Review

As of Q1 2015, People's United Financial held 857 positions worth $1.97B, up 0.44% from $1.96B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

People's United Financial's Q1 2015 filing shows 35 new, 274 increased, 217 reduced and 33 closed positions. Its largest new stake was Syngenta Ag: 25,138 shares worth $1.71M. The largest sale was Prudential Financial, an estimated $7.42M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q1 2015 buy was Syngenta Ag: 25,138 shares worth $1.71M.
  • People's United Financial added most to MetLife in Q1 2015, an estimated $5.76M increase.
  • People's United Financial's biggest Q1 2015 reduction was Prudential Financial, cutting an estimated $7.42M.
  • People's United Financial fully exited Allergan Inc in Q1 2015, selling an estimated $4.5M.
  • People's United Financial's ten largest holdings make up 20% of its $1.97B portfolio in Q1 2015.
  • People's United Financial opened 35 new positions and closed 33 in Q1 2015.
  • People's United Financial's portfolio value rose 0.44% quarter-over-quarter to $1.97B.

Based on People's United Financial's 13F filing for Q1 2015, filed 15 May 2015.