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
RBA icon
276
RB Global
RBA
$17.3B
$859K 0.05%
30,784
+1,973
+7% +$54.2K
RDS.A
277
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$856K 0.05%
15,835
-264
-2% -$15.1K
CMP icon
278
Compass Minerals
CMP
$1.13B
$855K 0.05%
10,407
+453
+5% +$39.9K
NDSN icon
279
Nordson
NDSN
$17.2B
$851K 0.04%
10,927
+682
+7% +$55K
PRA
280
DELISTED
ProAssurance
PRA
$844K 0.04%
18,263
+1,116
+7% +$50.7K
C icon
281
Citigroup
C
$227B
$829K 0.04%
14,997
-6,593
-31% -$359K
MRO
282
DELISTED
Marathon Oil Corporation
MRO
$826K 0.04%
31,115
– –
PCL
283
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$826K 0.04%
20,345
-2,209
-10% -$92.7K
JBHT icon
284
JB Hunt Transport Services
JBHT
$25B
$821K 0.04%
10,005
+47
+0.5% +$4.08K
STR
285
DELISTED
QUESTAR CORP
STR
$821K 0.04%
39,257
+1,184
+3% +$27K
IYM icon
286
iShares US Basic Materials ETF
IYM
$1.03B
$815K 0.04%
10,110
+735
+8% +$61.8K
ATR icon
287
AptarGroup
ATR
$8.52B
$814K 0.04%
12,773
+28
+0.2% +$1.79K
MAA icon
288
Mid-America Apartment Communities
MAA
$15.4B
$808K 0.04%
11,098
+421
+4% +$31.8K
TROW icon
289
T. Rowe Price
TROW
$24.4B
$802K 0.04%
10,307
-849
-8% -$68.5K
INVX
290
Innovex International
INVX
$2.01B
$795K 0.04%
10,561
-691
-6% -$52K
URBN icon
291
Urban Outfitters
URBN
$6.81B
$790K 0.04%
22,558
+5,976
+36% +$231K
IWF icon
292
iShares Russell 1000 Growth ETF
IWF
$128B
$786K 0.04%
31,752
– –
CME icon
293
CME Group
CME
$95.9B
$780K 0.04%
8,380
+105
+1% +$9.8K
BX icon
294
Blackstone
BX
$111B
$764K 0.04%
19,075
-764
-4% -$31.4K
XLV icon
295
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
$764K 0.04%
10,273
+871
+9% +$64.5K
WST icon
296
West Pharmaceutical
WST
$25B
$762K 0.04%
13,128
+2,176
+20% +$121K
FNFG
297
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$759K 0.04%
80,363
– –
XLB icon
298
State Street Materials Select Sector SPDR ETF
XLB
$8.69B
$752K 0.04%
31,104
-3,022
-9% -$76K
CIEN icon
299
Ciena
CIEN
$56.2B
$751K 0.04%
31,700
– –
PNC icon
300
PNC Financial Services
PNC
$100B
$747K 0.04%
7,806
+70
+0.9% +$6.62K
10 11
12
13 14

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.