We are live on ! Find out more
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
+115.98%
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
AROW icon
226
Arrow Financial
AROW
$646M
$1.28M 0.07%
61,241
– –
MON
227
DELISTED
Monsanto Co
MON
$1.28M 0.07%
11,976
-898
-7% -$104K
ANSS
228
DELISTED
Ansys
ANSS
$1.27M 0.07%
13,969
-239
-2% -$21.2K
RYL
229
DELISTED
RYLAND GROUP INC
RYL
$1.25M 0.07%
26,944
+672
+3% +$29.9K
EBAY icon
230
eBay
EBAY
$47.7B
$1.25M 0.07%
49,102
-13,449
-22% -$335K
WBS icon
231
Webster Financial
WBS
$12.8B
$1.24M 0.07%
31,347
+9,337
+42% +$352K
HSY icon
232
Hershey
HSY
$36.6B
$1.23M 0.07%
13,890
-35
-0.3% -$3.3K
TTC icon
233
Toro Company
TTC
$9.43B
$1.23M 0.06%
36,356
+244
+0.7% +$8.37K
SCHW
234
Charles Schwab
SCHW
$189B
$1.22M 0.06%
37,473
-827
-2% -$26.1K
TXN icon
235
Texas Instruments
TXN
$260B
$1.22M 0.06%
23,757
-1,801
-7% -$99.4K
BLKB icon
236
Blackbaud
BLKB
$2.11B
$1.21M 0.06%
21,236
-388
-2% -$20.3K
DUK icon
237
Duke Energy
DUK
$95.2B
$1.21M 0.06%
17,084
-1,686
-9% -$127K
AMJ
238
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.17M 0.06%
29,625
+350
+1% +$15.2K
FRC
239
DELISTED
First Republic Bank
FRC
$1.17M 0.06%
18,491
-78
-0.4% -$4.72K
GPI icon
240
Group 1 Automotive
GPI
$3.13B
$1.14M 0.06%
12,561
+160
+1% +$13.7K
ACC
241
DELISTED
American Campus Communities, Inc.
ACC
$1.13M 0.06%
30,055
+1,365
+5% +$54.7K
TAP icon
242
Molson Coors Class B
TAP
$7.82B
$1.12M 0.06%
16,010
-127
-0.8% -$9.44K
IVZ icon
243
Invesco
IVZ
$14.1B
$1.06M 0.06%
28,359
+1,888
+7% +$75.6K
VEU icon
244
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$1.05M 0.06%
21,694
+11,146
+106% +$565K
BABA icon
245
Alibaba
BABA
$312B
$1.02M 0.05%
12,375
+1,400
+13% +$120K
STE icon
246
Steris
STE
$23B
$1.02M 0.05%
15,803
+573
+4% +$38.6K
XLP icon
247
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.02M 0.05%
21,350
-1,422
-6% -$69.4K
GBCI icon
248
Glacier Bancorp
GBCI
$6.31B
$1.01M 0.05%
34,212
+720
+2% +$19.8K
WY icon
249
Weyerhaeuser
WY
$18.1B
$1.01M 0.05%
31,991
+319
+1% +$10.3K
TEVA icon
250
Teva Pharmaceuticals
TEVA
$41.4B
$1M 0.05%
16,939
-4,280
-20% -$264K
8 9
10
11 12

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.