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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
AVT icon
351
Avnet
AVT
$7.87B
$490K 0.02%
11,010
-55
-0.5% -$2.43K
DCI icon
352
Donaldson
DCI
$11.2B
$489K 0.02%
12,966
+386
+3% +$14.5K
XLI icon
353
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$489K 0.02%
8,760
-100
-1% -$5.63K
UMPQ
354
DELISTED
Umpqua Holdings Corp
UMPQ
$489K 0.02%
28,465
-178
-0.6% -$2.94K
GVI icon
355
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$487K 0.02%
4,360
+804
+23% +$89.6K
CPB icon
356
Campbell Soup
CPB
$6.78B
$475K 0.02%
10,215
-100
-1% -$4.62K
TXT icon
357
Textron
TXT
$15.2B
$474K 0.02%
10,687
– –
AA icon
358
Alcoa
AA
$14.3B
$468K 0.02%
15,094
+928
+7% +$33.3K
GHL
359
DELISTED
Greenhill & Co., Inc.
GHL
$467K 0.02%
11,790
+723
+7% +$28.3K
PIR
360
DELISTED
Pier 1 Imports, Inc.
PIR
$467K 0.02%
1,669
+38
+2% +$11K
COR icon
361
Cencora
COR
$63.7B
$466K 0.02%
4,100
-250
-6% -$25.2K
AKAM icon
362
Akamai
AKAM
$16.8B
$465K 0.02%
6,548
-4,624
-41% -$306K
RFG icon
363
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
$463K 0.02%
17,450
-3,175
-15% -$80.3K
VGT icon
364
Vanguard Information Technology ETF
VGT
$147B
$461K 0.02%
34,616
+8,000
+30% +$106K
POR icon
365
Portland General Electric
POR
$5.69B
$457K 0.02%
12,322
-1,291
-9% -$48.7K
PARA
366
DELISTED
Paramount Global Class B
PARA
$455K 0.02%
7,497
+344
+5% +$20.1K
CTRX
367
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$455K 0.02%
7,640
-3,350
-30% -$170K
EW icon
368
Edwards Lifesciences
EW
$54B
$447K 0.02%
18,840
– –
UIL
369
DELISTED
UIL HOLDINGS
UIL
$443K 0.02%
8,606
+270
+3% +$12.6K
ALGN icon
370
Align Technology
ALGN
$12.3B
$437K 0.02%
+8,123
New +$463K
BHP icon
371
BHP
BHP
$229B
$435K 0.02%
11,085
+621
+6% +$25.2K
QEP
372
DELISTED
QEP RESOURCES, INC.
QEP
$431K 0.02%
20,695
+2,986
+17% +$62.4K
SHY icon
373
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$429K 0.02%
5,057
– –
IJK icon
374
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$427K 0.02%
9,968
-300
-3% -$12.4K
TT icon
375
Trane Technologies
TT
$106B
$424K 0.02%
6,223
-5,100
-45% -$337K
13 14
15
16 17

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IA
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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.