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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
NOC icon
451
Northrop Grumman
NOC
$81.8B
$161K 0.01%
1,000
-200
-17% -$32K
STM icon
452
STMicroelectronics
STM
$49.1B
$159K 0.01%
17,172
+16,772
+4,193% +$146K
CXT icon
453
Crane NXT
CXT
$2.95B
$156K 0.01%
7,197
– –
IYE icon
454
iShares US Energy ETF
IYE
$1.79B
$154K 0.01%
3,535
+135
+4% +$5.92K
WASH icon
455
Washington Trust Bancorp
WASH
$744M
$153K 0.01%
4,000
– –
EPP icon
456
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$151K 0.01%
3,332
– –
IYK icon
457
iShares US Consumer Staples ETF
IYK
$1.43B
$151K 0.01%
4,299
-675
-14% -$23.7K
TWTR
458
DELISTED
Twitter, Inc.
TWTR
$143K 0.01%
2,853
+628
+28% +$27.8K
UBNK
459
DELISTED
United Financial Bancorp, Inc.
UBNK
$143K 0.01%
11,553
– –
NE
460
DELISTED
Noble Corporation
NE
$142K 0.01%
9,963
+461
+5% +$7.48K
BCS.PRC
461
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$141K 0.01%
5,400
– –
UNM icon
462
Unum
UNM
$14.2B
$138K 0.01%
4,100
– –
CMG icon
463
Chipotle Mexican Grill
CMG
$40.5B
$137K 0.01%
10,500
– –
GGG icon
464
Graco
GGG
$13.5B
$137K 0.01%
5,697
– –
PBI icon
465
Pitney Bowes
PBI
$2.27B
$131K 0.01%
5,632
-400
-7% -$9.31K
IGM icon
466
iShares Expanded Tech Sector ETF
IGM
$10.7B
$129K 0.01%
7,530
– –
CBI
467
DELISTED
Chicago Bridge & Iron Nv
CBI
$128K 0.01%
2,595
-2,925
-53% -$123K
HUB.A
468
DELISTED
HUBBELL INC CL-A
HUB.A
$127K 0.01%
1,200
– –
DNP icon
469
DNP Select Income Fund
DNP
$4.1B
$122K 0.01%
11,585
– –
IJT icon
470
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$119K 0.01%
1,830
+430
+31% +$26.9K
LAZ icon
471
Lazard
LAZ
$4.24B
$119K 0.01%
2,260
-100
-4% -$4.93K
LQD icon
472
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$118K 0.01%
970
– –
MDY icon
473
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$118K 0.01%
425
– –
IXC icon
474
iShares Global Energy ETF
IXC
$2.74B
$117K 0.01%
3,271
-500
-13% -$18.1K
MAT icon
475
Mattel
MAT
$4.29B
$112K 0.01%
4,916
-1,100
-18% -$29.2K
17 18
19
20 21

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BAM
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ACI
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ACM
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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.