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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
PEG icon
476
Public Service Enterprise Group
PEG
$37.5B
$110K 0.01%
2,615
-163
-6% -$6.81K
WPX
477
DELISTED
WPX Energy, Inc.
WPX
$109K 0.01%
10,005
-262
-3% -$3K
IYJ icon
478
iShares US Industrials ETF
IYJ
$1.95B
$108K 0.01%
2,000
-860
-30% -$46.1K
DIA icon
479
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$107K 0.01%
600
– –
ESI icon
480
Element Solutions
ESI
$9.17B
$106K 0.01%
4,150
+750
+22% +$18K
VBK icon
481
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$105K 0.01%
800
– –
THRM icon
482
Gentherm
THRM
$1.27B
$104K 0.01%
2,050
+100
+5% +$4.23K
RYN icon
483
Rayonier
RYN
$6.45B
$102K 0.01%
4,174
– –
CCEP icon
484
Coca-Cola Europacific Partners
CCEP
$47.1B
$101K 0.01%
2,275
-2,225
-49% -$97.2K
FFC
485
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$101K 0.01%
4,954
– –
BIV icon
486
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$100K 0.01%
1,163
– –
BHC icon
487
Bausch Health
BHC
$2.33B
$99K 0.01%
500
+100
+25% +$17.7K
HOT
488
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$97K ﹤0.01%
1,156
+473
+69% +$37K
IWO icon
489
iShares Russell 2000 Growth ETF
IWO
$14.9B
$95K ﹤0.01%
625
– –
APH icon
490
Amphenol
APH
$206B
$94K ﹤0.01%
6,400
– –
BTO
491
John Hancock Financial Opportunities Fund
BTO
$809M
$94K ﹤0.01%
4,000
-400
-9% -$9.06K
SPSB icon
492
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K ﹤0.01%
3,055
– –
MOO icon
493
VanEck Agribusiness ETF
MOO
$979M
$93K ﹤0.01%
1,743
– –
FXH icon
494
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$90K ﹤0.01%
1,350
+150
+13% +$9.56K
VHT icon
495
Vanguard Health Care ETF
VHT
$19B
$90K ﹤0.01%
663
– –
SNI
496
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$89K ﹤0.01%
1,295
– –
OEF icon
497
iShares S&P 100 ETF
OEF
$20.4B
$88K ﹤0.01%
972
– –
IXG icon
498
iShares Global Financials ETF
IXG
$696M
$87K ﹤0.01%
1,523
– –
RL icon
499
Ralph Lauren
RL
$23.7B
$87K ﹤0.01%
660
+210
+47% +$31.1K
VYM icon
500
Vanguard High Dividend Yield ETF
VYM
$83.8B
$86K ﹤0.01%
1,259
+1,035
+462% +$71.1K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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PP
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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.