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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
MAR icon
326
Marriott International
MAR
$90.9B
$638K 0.03%
7,938
+300
+4% +$23.9K
ADM icon
327
Archer Daniels Midland
ADM
$38.6B
$637K 0.03%
13,437
+2,470
+23% +$118K
MRSH
328
Marsh
MRSH
$91.7B
$634K 0.03%
11,300
– –
DOC icon
329
Healthpeak Properties
DOC
$14.2B
$633K 0.03%
16,089
– –
POWI icon
330
Power Integrations
POWI
$3.52B
$621K 0.03%
23,862
+682
+3% +$18.4K
CIEN icon
331
Ciena
CIEN
$54.8B
$612K 0.03%
31,700
-7,100
-18% -$141K
AIRM
332
DELISTED
Air Methods Corp
AIRM
$612K 0.03%
13,150
-849
-6% -$38.9K
TYG
333
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$606K 0.03%
3,603
-168
-4% -$29K
CLH icon
334
Clean Harbors
CLH
$16.5B
$601K 0.03%
10,593
– –
NVDA icon
335
NVIDIA
NVDA
$5.26T
$600K 0.03%
1,148,000
+23,600
+2% +$12.6K
GG
336
DELISTED
Goldcorp Inc
GG
$574K 0.03%
31,666
+407
+1% +$8.66K
K
337
DELISTED
Kellanova
K
$559K 0.03%
9,025
-958
-10% -$58.6K
SYA
338
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$555K 0.03%
+23,646
New +$529K
SU icon
339
Suncor Energy
SU
$74B
$553K 0.03%
18,899
-44,356
-70% -$1.32M
ICUI icon
340
ICU Medical
ICUI
$4.56B
$544K 0.03%
5,839
+51
+0.9% +$4.46K
PH icon
341
Parker-Hannifin
PH
$134B
$535K 0.03%
4,508
+212
+5% +$25.7K
SIAL
342
DELISTED
SIGMA - ALDRICH CORP
SIAL
$525K 0.03%
3,800
– –
DORM icon
343
Dorman Products
DORM
$3.98B
$517K 0.03%
10,398
+1,416
+16% +$66.7K
VEU icon
344
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$514K 0.03%
10,548
+7,895
+298% +$380K
HIBB
345
DELISTED
Hibbett, Inc. Common Stock
HIBB
$513K 0.03%
10,457
-569
-5% -$28.1K
IBKC
346
DELISTED
IBERIABANK Corp
IBKC
$511K 0.03%
8,103
+228
+3% +$13.9K
QQQ icon
347
Invesco QQQ Trust
QQQ
$477B
$504K 0.03%
4,774
– –
AVB icon
348
AvalonBay Communities
AVB
$26.1B
$503K 0.03%
2,885
-56
-2% -$9.68K
IJH icon
349
iShares Core S&P Mid-Cap ETF
IJH
$127B
$503K 0.03%
16,545
– –
LMT icon
350
Lockheed Martin
LMT
$138B
$496K 0.03%
2,448
+1,309
+115% +$258K
12 13
14
15 16

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BAM
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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.