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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
CVX icon
26
Chevron
CVX
$366B
$19M 0.97%
181,200
-50,506
-22% -$5.39M
PFE icon
27
Pfizer
PFE
$153B
$18.4M 0.93%
557,388
-9,667
-2% -$307K
EMC
28
DELISTED
EMC CORPORATION
EMC
$18.3M 0.93%
716,030
+23,259
+3% +$641K
ABT icon
29
Abbott
ABT
$187B
$18.2M 0.92%
391,884
+4,440
+1% +$204K
COF icon
30
Capital One
COF
$134B
$18.1M 0.92%
229,451
+6,625
+3% +$521K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.13T
$17.8M 0.9%
123,188
+33,039
+37% +$4.86M
STT icon
32
State Street
STT
$50.7B
$17.8M 0.9%
241,721
+5,768
+2% +$432K
SLB icon
33
SLB Ltd
SLB
$75B
$17.4M 0.88%
208,465
+5,294
+3% +$441K
CSCO icon
34
Cisco
CSCO
$479B
$17.2M 0.87%
624,552
+2,833
+0.5% +$79.7K
COST icon
35
Costco
COST
$420B
$17M 0.86%
112,255
+12
+0% +$1.76K
CB
36
DELISTED
CHUBB CORPORATION
CB
$16.6M 0.84%
164,143
-930
-0.6% -$94.2K
IBM icon
37
IBM
IBM
$224B
$16.1M 0.81%
104,603
+3,778
+4% +$573K
OMC icon
38
Omnicom Group
OMC
$23.4B
$15.6M 0.79%
199,614
-710
-0.4% -$54.2K
PEP icon
39
PepsiCo
PEP
$190B
$15.5M 0.79%
162,539
+4,220
+3% +$408K
MSI icon
40
Motorola Solutions
MSI
$77.4B
$15.5M 0.79%
233,062
+1,386
+0.6% +$91.6K
MET icon
41
MetLife
MET
$62.1B
$15.5M 0.79%
344,634
+128,100
+59% +$5.76M
AMGN icon
42
Amgen
AMGN
$222B
$15.4M 0.78%
96,654
+4,864
+5% +$766K
VZ icon
43
Verizon
VZ
$196B
$15.2M 0.77%
313,461
-13,886
-4% -$670K
UPS icon
44
United Parcel Service
UPS
$88.9B
$14M 0.71%
144,792
-2,180
-1% -$224K
ITB icon
45
iShares US Home Construction ETF
ITB
$2.41B
$13.9M 0.7%
491,475
+2,037
+0.4% +$54.3K
T icon
46
AT&T
T
$163B
$13.6M 0.69%
551,527
-5,599
-1% -$142K
TJX icon
47
TJX Companies
TJX
$178B
$13.3M 0.68%
379,926
-13,602
-3% -$463K
CMI icon
48
Cummins
CMI
$88.7B
$12.8M 0.65%
92,242
+6,431
+7% +$906K
PSX icon
49
Phillips 66
PSX
$81.4B
$12.5M 0.64%
159,652
+20,479
+15% +$1.5M
USB icon
50
US Bancorp
USB
$99.6B
$12.2M 0.62%
279,477
-152,109
-35% -$6.66M
1
2
3 4 5

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BAM
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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.