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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
IVZ icon
251
Invesco
IVZ
$14.1B
$1.05M 0.05%
26,471
+8,228
+45% +$321K
WY icon
252
Weyerhaeuser
WY
$18.3B
$1.05M 0.05%
31,672
-926
-3% -$32.4K
BLKB icon
253
Blackbaud
BLKB
$2.04B
$1.02M 0.05%
21,624
+1,416
+7% +$63.6K
FCX icon
254
Freeport-McMoran
FCX
$97.6B
$1.02M 0.05%
53,602
-54,840
-51% -$1.08M
KEX icon
255
Kirby Corp
KEX
$7.07B
$988K 0.05%
13,162
+987
+8% +$76.2K
PCL
256
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$981K 0.05%
22,554
-613
-3% -$26.7K
SPY icon
257
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$978K 0.05%
4,736
+1,816
+62% +$375K
TSCO icon
258
Tractor Supply
TSCO
$18.4B
$963K 0.05%
56,585
-1,480
-3% -$24.7K
XLE icon
259
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$963K 0.05%
24,816
+900
+4% +$34.9K
KS
260
DELISTED
KapStone Paper and Pack Corp.
KS
$939K 0.05%
28,605
+4,933
+21% +$157K
CMP icon
261
Compass Minerals
CMP
$1.14B
$928K 0.05%
9,954
-1,120
-10% -$102K
CPHD
262
DELISTED
Cepheid Inc
CPHD
$928K 0.05%
16,296
-79
-0.5% -$4.44K
PBCT
263
DELISTED
People's United Financial Inc
PBCT
$923K 0.05%
60,740
+5,922
+11% +$87.8K
APA icon
264
APA Corp
APA
$14.2B
$922K 0.05%
15,289
-33,792
-69% -$2.13M
BABA icon
265
Alibaba
BABA
$307B
$914K 0.05%
10,975
+3,500
+47% +$316K
CDK
266
DELISTED
CDK Global, Inc.
CDK
$910K 0.05%
19,470
-7,176
-27% -$327K
STR
267
DELISTED
QUESTAR CORP
STR
$909K 0.05%
38,073
+1,605
+4% +$39.2K
RBC icon
268
RBC Bearings
RBC
$17.9B
$908K 0.05%
11,866
+1,112
+10% +$69.8K
TROW icon
269
T. Rowe Price
TROW
$24.4B
$903K 0.05%
11,156
-95
-0.8% -$7.82K
EXPO icon
270
Exponent
EXPO
$3.18B
$902K 0.05%
40,580
+4,276
+12% +$91.5K
RDS.A
271
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$898K 0.05%
16,099
-497
-3% -$29.4K
GD icon
272
General Dynamics
GD
$107B
$890K 0.05%
6,559
-40
-0.6% -$5.49K
IYR icon
273
iShares US Real Estate ETF
IYR
$4.5B
$883K 0.04%
11,130
– –
AMLP icon
274
Alerian MLP ETF
AMLP
$13.3B
$878K 0.04%
10,595
-274
-3% -$23.1K
RSG icon
275
Republic Services
RSG
$66.4B
$874K 0.04%
+21,540
New +$877K
9 10
11
12 13

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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.