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
CPB icon
351
Campbell Soup
CPB
$6.69B
$478K 0.03%
10,015
-200
-2% -$9.34K
TCBI icon
352
Texas Capital Bancshares
TCBI
$4.32B
$477K 0.03%
7,666
+1,549
+25% +$84.8K
XLI icon
353
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$474K 0.03%
8,760
– –
IYR icon
354
iShares US Real Estate ETF
IYR
$4.52B
$469K 0.02%
6,580
-4,550
-41% -$345K
HIBB
355
DELISTED
Hibbett, Inc. Common Stock
HIBB
$466K 0.02%
10,006
-451
-4% -$21.5K
CINF icon
356
Cincinnati Financial
CINF
$26.7B
$462K 0.02%
9,221
-3,599
-28% -$186K
TSCO icon
357
Tractor Supply
TSCO
$18B
$462K 0.02%
25,745
-30,840
-55% -$547K
SCL icon
358
Stepan Co
SCL
$1.47B
$461K 0.02%
8,526
+96
+1% +$4.74K
VGT icon
359
Vanguard Information Technology ETF
VGT
$147B
$460K 0.02%
34,616
– –
AVB icon
360
AvalonBay Communities
AVB
$26.3B
$458K 0.02%
2,865
-20
-0.7% -$3.33K
TXT icon
361
Textron
TXT
$15.3B
$452K 0.02%
10,107
-580
-5% -$26.3K
KSS icon
362
Kohl's
KSS
$2.16B
$448K 0.02%
7,150
-1,700
-19% -$118K
EW icon
363
Edwards Lifesciences
EW
$53B
$447K 0.02%
18,840
– –
PARA
364
DELISTED
Paramount Global Class B
PARA
$447K 0.02%
8,047
+550
+7% +$33.2K
AVT icon
365
Avnet
AVT
$7.99B
$440K 0.02%
10,700
-310
-3% -$13.6K
RFG icon
366
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$437K 0.02%
16,525
-925
-5% -$24.6K
COR icon
367
Cencora
COR
$62B
$436K 0.02%
4,100
– –
AA icon
368
Alcoa
AA
$13.6B
$427K 0.02%
15,926
+832
+6% +$25.8K
AMZN icon
369
Amazon
AMZN
$3T
$410K 0.02%
18,920
+6,760
+56% +$141K
VIG icon
370
Vanguard Dividend Appreciation ETF
VIG
$114B
$407K 0.02%
5,174
+826
+19% +$66.9K
UIL
371
DELISTED
UIL HOLDINGS
UIL
$405K 0.02%
8,836
+230
+3% +$11.4K
IJH icon
372
iShares Core S&P Mid-Cap ETF
IJH
$127B
$404K 0.02%
13,465
-3,080
-19% -$93.9K
QEP
373
DELISTED
QEP RESOURCES, INC.
QEP
$402K 0.02%
21,749
+1,054
+5% +$21.6K
AB icon
374
AllianceBernstein
AB
$3.45B
$397K 0.02%
13,423
– –
PIR
375
DELISTED
Pier 1 Imports, Inc.
PIR
$397K 0.02%
1,569
-100
-6% -$25.6K
13 14
15
16 17

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.