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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
SYK icon
276
Stryker
SYK
$133B
$861K 0.04%
9,336
-715
-7% -$66.6K
PSMT icon
277
Pricesmart
PSMT
$5.13B
$858K 0.04%
10,095
+85
+0.8% +$7.05K
JBHT icon
278
JB Hunt Transport Services
JBHT
$24.8B
$850K 0.04%
9,958
+259
+3% +$21.7K
MS icon
279
Morgan Stanley
MS
$337B
$844K 0.04%
23,633
-1,437
-6% -$51.6K
GBCI icon
280
Glacier Bancorp
GBCI
$6.35B
$842K 0.04%
33,492
+5
+0% +$124
XLB icon
281
State Street Materials Select Sector SPDR ETF
XLB
$8.73B
$833K 0.04%
34,126
-3,168
-8% -$78.4K
CEB
282
DELISTED
CEB Inc.
CEB
$831K 0.04%
10,415
+54
+0.5% +$4.06K
ASH icon
283
Ashland
ASH
$3.46B
$830K 0.04%
13,325
-8,585
-39% -$520K
IXJ icon
284
iShares Global Healthcare ETF
IXJ
$4.24B
$829K 0.04%
15,376
-512
-3% -$26.8K
MAA icon
285
Mid-America Apartment Communities
MAA
$15.3B
$825K 0.04%
10,677
+642
+6% +$49.3K
ROK icon
286
Rockwell Automation
ROK
$49.5B
$817K 0.04%
7,049
+90
+1% +$10.1K
WHR icon
287
Whirlpool
WHR
$2.85B
$816K 0.04%
4,036
-41
-1% -$8.33K
WBS icon
288
Webster Financial
WBS
$12.8B
$815K 0.04%
22,010
+6
+0% +$202
MRO
289
DELISTED
Marathon Oil Corporation
MRO
$812K 0.04%
31,115
– –
ATR icon
290
AptarGroup
ATR
$8.55B
$809K 0.04%
12,745
+13
+0.1% +$836
NDSN icon
291
Nordson
NDSN
$17.4B
$803K 0.04%
10,245
+191
+2% +$14.5K
SLH
292
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$802K 0.04%
15,531
+1,037
+7% +$54.7K
CVSA
293
Covista Inc
CVSA
$4.45B
$799K 0.04%
23,945
+3,130
+15% +$121K
HTLD icon
294
Heartland Express
HTLD
$907M
$799K 0.04%
33,597
+671
+2% +$17K
PRA
295
DELISTED
ProAssurance
PRA
$787K 0.04%
17,147
+529
+3% +$24.1K
IWF icon
296
iShares Russell 1000 Growth ETF
IWF
$128B
$785K 0.04%
31,752
+7,100
+29% +$173K
CME icon
297
CME Group
CME
$93.5B
$783K 0.04%
8,275
-254
-3% -$23.5K
NHI icon
298
National Health Investors
NHI
$3.4B
$779K 0.04%
10,977
+225
+2% +$16.2K
INVX
299
Innovex International
INVX
$2.06B
$770K 0.04%
11,252
+700
+7% +$50.4K
IYM icon
300
iShares US Basic Materials ETF
IYM
$1.03B
$768K 0.04%
9,375
-60
-0.6% -$4.98K
10 11
12
13 14

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.