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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
FIS icon
401
Fidelity National Information Services
FIS
$22.1B
$293K 0.01%
4,300
– –
IP icon
402
International Paper
IP
$22.1B
$289K 0.01%
5,490
-13
-0.2% -$674
EFX icon
403
Equifax
EFX
$21.4B
$288K 0.01%
3,100
– –
PDCE
404
DELISTED
PDC Energy, Inc.
PDCE
$284K 0.01%
5,250
– –
MKC icon
405
McCormick & Company Non-Voting
MKC
$14.2B
$276K 0.01%
7,162
-16,496
-70% -$612K
VWO icon
406
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$275K 0.01%
6,724
+2,043
+44% +$83.1K
XEL icon
407
Xcel Energy
XEL
$48.5B
$275K 0.01%
7,883
-621
-7% -$22.2K
HUB.B
408
DELISTED
HUBBELL INC CL-B
HUB.B
$271K 0.01%
2,474
– –
HPQ icon
409
HP
HPQ
$26.6B
$258K 0.01%
18,204
-3,028
-14% -$50K
DNKN
410
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$257K 0.01%
5,399
+1,042
+24% +$48.4K
VGK icon
411
Vanguard FTSE Europe ETF
VGK
$31B
$254K 0.01%
4,682
+300
+7% +$16.2K
AZPN
412
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$254K 0.01%
+6,600
New +$254K
HP icon
413
Helmerich & Payne
HP
$4.25B
$251K 0.01%
3,687
-538
-13% -$35.2K
TWC
414
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$249K 0.01%
1,661
+61
+4% +$9.1K
EMBJ
415
Embraer S.A. ADS
EMBJ
$12.7B
$248K 0.01%
+8,066
New +$275K
STI
416
DELISTED
SunTrust Banks, Inc.
STI
$248K 0.01%
6,033
-18,921
-76% -$767K
TD icon
417
Toronto Dominion Bank
TD
$201B
$247K 0.01%
5,770
-68
-1% -$2.92K
AMP icon
418
Ameriprise Financial
AMP
$49.7B
$245K 0.01%
1,875
-70
-4% -$9.22K
BEN icon
419
Franklin Resources
BEN
$16.9B
$245K 0.01%
4,775
– –
HUM icon
420
Humana
HUM
$44.8B
$245K 0.01%
1,375
-125
-8% -$19.8K
BALL icon
421
Ball Corp
BALL
$16.6B
$242K 0.01%
6,854
– –
MUB icon
422
iShares National Muni Bond ETF
MUB
$45.8B
$238K 0.01%
2,150
– –
HIG icon
423
Hartford Financial Services
HIG
$38.1B
$228K 0.01%
5,458
-215
-4% -$8.81K
IEO icon
424
iShares US Oil & Gas Exploration & Production ETF
IEO
$585M
$227K 0.01%
3,091
– –
AMZN icon
425
Amazon
AMZN
$2.94T
$225K 0.01%
12,160
+8,700
+251% +$153K
15 16
17
18 19

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ACI
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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.