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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
ALNY icon
426
Alnylam Pharmaceuticals
ALNY
$29.6B
$222K 0.01%
2,130
– –
SCHE icon
427
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$219K 0.01%
9,010
+500
+6% +$12.1K
RPG icon
428
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$217K 0.01%
13,050
-275
-2% -$4.47K
HES
429
DELISTED
Hess
HES
$214K 0.01%
3,150
– –
PBA icon
430
Pembina Pipeline
PBA
$28.3B
$213K 0.01%
6,749
– –
ALL icon
431
Allstate
ALL
$66.3B
$212K 0.01%
2,972
– –
NGVC icon
432
Vitamin Cottage Natural Grocers
NGVC
$635M
$212K 0.01%
7,692
-713
-8% -$20.3K
MDXG icon
433
MiMedx Group
MDXG
$630M
$208K 0.01%
20,000
– –
XNTK icon
434
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$208K 0.01%
4,150
-300
-7% -$15.2K
BKT icon
435
BlackRock Income Trust
BKT
$340M
$204K 0.01%
10,579
+8
+0.1% +$154
ESRT icon
436
Empire State Realty Trust
ESRT
$802M
$202K 0.01%
10,738
+2,679
+33% +$48.6K
MCO icon
437
Moody's
MCO
$82.5B
$201K 0.01%
1,940
– –
THG icon
438
Hanover Insurance
THG
$7.73B
$201K 0.01%
+2,775
New +$196K
IWP icon
439
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$196K 0.01%
4,008
– –
VLO icon
440
Valero Energy
VLO
$93.3B
$190K 0.01%
2,993
-800
-21% -$44.6K
VNQ icon
441
Vanguard Real Estate ETF
VNQ
$38.3B
$190K 0.01%
2,251
+652
+41% +$55.4K
HAIN icon
442
Hain Celestial
HAIN
$48.8M
$189K 0.01%
2,945
+1,865
+173% +$110K
AMT icon
443
American Tower
AMT
$79B
$186K 0.01%
1,975
+1,800
+1,029% +$175K
AIG icon
444
American International
AIG
$40.4B
$181K 0.01%
3,308
-130
-4% -$6.97K
EEP
445
DELISTED
Enbridge Energy Partners
EEP
$180K 0.01%
5,000
– –
ICF icon
446
iShares Select U.S. REIT ETF
ICF
$2.07B
$178K 0.01%
3,520
-120
-3% -$6.12K
SPLS
447
DELISTED
Staples Inc
SPLS
$174K 0.01%
10,700
– –
WU icon
448
Western Union
WU
$2.2B
$171K 0.01%
8,220
– –
DWX icon
449
State Street SPDR S&P International Dividend ETF
DWX
$528M
$169K 0.01%
4,031
+1,875
+87% +$80.3K
DNB
450
DELISTED
Dun & Bradstreet
DNB
$162K 0.01%
1,260
– –
16 17
18
19 20

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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.