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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
CCI icon
501
Crown Castle
CCI
$31.3B
$84K ﹤0.01%
1,016
+483
+91% +$41.1K
TEF
502
DELISTED
Telefonica
TEF
$84K ﹤0.01%
7,752
– –
HYD icon
503
VanEck High Yield Muni ETF
HYD
$4.4B
$83K ﹤0.01%
1,319
– –
IWN icon
504
iShares Russell 2000 Value ETF
IWN
$14.6B
$83K ﹤0.01%
800
– –
BPL
505
DELISTED
Buckeye Partners, L.P.
BPL
$83K ﹤0.01%
1,100
– –
ELV icon
506
Elevance Health
ELV
$84.7B
$82K ﹤0.01%
534
– –
L icon
507
Loews
L
$23.1B
$82K ﹤0.01%
2,000
+200
+11% +$8.1K
OGE icon
508
OGE Energy
OGE
$9.57B
$81K ﹤0.01%
2,552
+2
+0.1% +$67
SDY icon
509
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$81K ﹤0.01%
1,035
+250
+32% +$19.6K
MHFI
510
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$81K ﹤0.01%
780
– –
PXLC
511
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$80K ﹤0.01%
1,996
– –
AGG icon
512
iShares Core US Aggregate Bond ETF
AGG
$137B
$78K ﹤0.01%
702
+497
+242% +$55.2K
GLD icon
513
SPDR Gold Trust
GLD
$143B
$78K ﹤0.01%
686
-310
-31% -$36.3K
VEA icon
514
Vanguard FTSE Developed Markets ETF
VEA
$236B
$78K ﹤0.01%
1,968
– –
ACG
515
DELISTED
AllianceBernstein Income Fund Inc
ACG
$78K ﹤0.01%
10,080
– –
CAVM
516
DELISTED
Cavium, Inc.
CAVM
$78K ﹤0.01%
1,100
+200
+22% +$13K
AMAT icon
517
Applied Materials
AMAT
$417B
$74K ﹤0.01%
3,300
+200
+6% +$4.79K
IXP icon
518
iShares Global Comm Services ETF
IXP
$567M
$74K ﹤0.01%
1,200
– –
PCEF icon
519
Invesco CEF Income Composite ETF
PCEF
$817M
$73K ﹤0.01%
3,081
– –
AZO icon
520
AutoZone
AZO
$49.7B
$72K ﹤0.01%
106
– –
NYT icon
521
New York Times
NYT
$10.3B
$71K ﹤0.01%
5,188
– –
SCG
522
DELISTED
Scana
SCG
$71K ﹤0.01%
1,300
– –
AVNS
523
DELISTED
Avanos Medical
AVNS
$70K ﹤0.01%
1,414
-8
-0.6% -$371
ETR icon
524
Entergy
ETR
$49.7B
$70K ﹤0.01%
1,816
+1,156
+175% +$47.4K
VBR icon
525
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$70K ﹤0.01%
642
+265
+70% +$28.1K
19 20
21
22 23

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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.