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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
AB icon
376
AllianceBernstein
AB
$3.46B
$414K 0.02%
13,423
– –
TEG
377
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$410K 0.02%
5,692
-246
-4% -$18.8K
GM icon
378
General Motors
GM
$78.4B
$409K 0.02%
10,900
+100
+0.9% +$3.64K
A icon
379
Agilent Technologies
A
$42.2B
$401K 0.02%
9,656
+400
+4% +$16.2K
RMD icon
380
ResMed
RMD
$32.6B
$395K 0.02%
5,509
-4,731
-46% -$307K
DVN icon
381
Devon Energy
DVN
$49.9B
$390K 0.02%
6,459
+130
+2% +$7.93K
GMCR
382
DELISTED
KEURIG GREEN MTN INC
GMCR
$388K 0.02%
3,475
-225
-6% -$28.1K
RVT icon
383
Royce Value Trust
RVT
$2.3B
$381K 0.02%
26,600
+294
+1% +$4.2K
APAM icon
384
Artisan Partners
APAM
$3.08B
$363K 0.02%
7,976
+1,173
+17% +$55.5K
ZTS icon
385
Zoetis
ZTS
$31.1B
$361K 0.02%
7,800
+1,150
+17% +$51.8K
NI icon
386
NiSource
NI
$20.1B
$355K 0.02%
20,485
-4,382
-18% -$74.3K
SCL icon
387
Stepan Co
SCL
$1.48B
$351K 0.02%
8,430
-233
-3% -$9.28K
ES icon
388
Eversource Energy
ES
$26.8B
$350K 0.02%
6,928
-102
-1% -$5.37K
VIG icon
389
Vanguard Dividend Appreciation ETF
VIG
$114B
$350K 0.02%
4,348
+1,009
+30% +$81.8K
MU icon
390
Micron Technology
MU
$981B
$346K 0.02%
12,750
-3,300
-21% -$98.6K
APC
391
DELISTED
Anadarko Petroleum
APC
$342K 0.02%
4,128
– –
DVY icon
392
iShares Select Dividend ETF
DVY
$23.7B
$329K 0.02%
4,225
– –
WPC icon
393
W.P. Carey
WPC
$15.9B
$323K 0.02%
4,846
+1,491
+44% +$102K
NUE icon
394
Nucor
NUE
$61.9B
$320K 0.02%
6,740
-579
-8% -$27K
EMN icon
395
Eastman Chemical
EMN
$8.55B
$318K 0.02%
4,595
– –
SLF icon
396
Sun Life Financial
SLF
$44.6B
$314K 0.02%
10,185
-200
-2% -$6.39K
TER icon
397
Teradyne
TER
$59.3B
$302K 0.02%
16,000
– –
TCBI icon
398
Texas Capital Bancshares
TCBI
$4.36B
$298K 0.02%
+6,117
New +$288K
MN
399
DELISTED
MANNING & NAPIER, INC.
MN
$296K 0.02%
22,781
+1,021
+5% +$12.3K
DRI icon
400
Darden Restaurants
DRI
$25B
$294K 0.01%
4,751
– –
14 15
16
17 18

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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.