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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
YUM icon
301
Yum! Brands
YUM
$39.4B
$762K 0.04%
13,461
+2,652
+25% +$145K
FFIV icon
302
F5
FFIV
$23.6B
$759K 0.04%
6,604
+119
+2% +$14K
BX icon
303
Blackstone
BX
$118B
$757K 0.04%
19,839
+8,401
+73% +$304K
URBN icon
304
Urban Outfitters
URBN
$6.73B
$757K 0.04%
16,582
+2,308
+16% +$89.8K
ADI icon
305
Analog Devices
ADI
$189B
$756K 0.04%
12,000
-1,810
-13% -$103K
TUP
306
DELISTED
Tupperware Brands Corporation
TUP
$745K 0.04%
10,779
-123
-1% -$8.31K
PNC icon
307
PNC Financial Services
PNC
$101B
$722K 0.04%
7,736
+195
+3% +$17.6K
PRLB icon
308
Protolabs
PRLB
$2.19B
$720K 0.04%
10,284
+1,650
+19% +$112K
RBA icon
309
RB Global
RBA
$16.9B
$719K 0.04%
28,811
+345
+1% +$8.8K
FNFG
310
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$711K 0.04%
80,363
-500
-0.6% -$4.26K
LECO icon
311
Lincoln Electric
LECO
$15.6B
$708K 0.04%
10,834
+153
+1% +$10.4K
SSNC icon
312
SS&C Technologies
SSNC
$18.7B
$704K 0.04%
22,596
+1,940
+9% +$57.6K
KSS icon
313
Kohl's
KSS
$2.1B
$693K 0.04%
8,850
-11,100
-56% -$756K
MINI
314
DELISTED
Mobile Mini Inc
MINI
$690K 0.04%
16,193
+427
+3% +$17K
XLU icon
315
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$689K 0.04%
30,992
-220
-0.7% -$5.08K
CGNX icon
316
Cognex
CGNX
$10.7B
$688K 0.03%
27,728
+16,254
+142% +$346K
CINF icon
317
Cincinnati Financial
CINF
$26.6B
$683K 0.03%
12,820
-6,495
-34% -$340K
XLV icon
318
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$682K 0.03%
9,402
+45
+0.5% +$3.21K
IYH icon
319
iShares US Healthcare ETF
IYH
$3.77B
$665K 0.03%
21,570
– –
CATM
320
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$664K 0.03%
17,655
-2,676
-13% -$98.5K
WST icon
321
West Pharmaceutical
WST
$24.7B
$659K 0.03%
10,952
+2,549
+30% +$136K
SPN
322
DELISTED
Superior Energy Services, Inc.
SPN
$657K 0.03%
2,941
+17
+0.6% +$3.53K
XLY icon
323
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$646K 0.03%
17,136
+3,600
+27% +$132K
NVO
324
Novo Nordisk
NVO
$207B
$641K 0.03%
24,040
-5,800
-19% -$134K
JWN
325
DELISTED
Nordstrom
JWN
$640K 0.03%
7,965
-1,450
-15% -$115K
11 12
13
14 15

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BAM
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ACI
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ACM
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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.