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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
SVC
526
Service Properties Trust
SVC
$1.05B
$69K ﹤0.01%
423
– –
ALLE icon
527
Allegion
ALLE
$14.3B
$68K ﹤0.01%
1,119
– –
UGI icon
528
UGI
UGI
$7.54B
$68K ﹤0.01%
2,100
– –
MBB icon
529
iShares MBS ETF
MBB
$39B
$67K ﹤0.01%
605
– –
EQT icon
530
EQT Corp
EQT
$34B
$66K ﹤0.01%
1,470
– –
OKS
531
DELISTED
Oneok Partners LP
OKS
$65K ﹤0.01%
1,600
– –
BBWI icon
532
Bath & Body Works
BBWI
$3.81B
$64K ﹤0.01%
835
-247
-23% -$17.8K
APO icon
533
Apollo Global Management
APO
$80.8B
$63K ﹤0.01%
2,925
– –
IDA icon
534
Idacorp
IDA
$8.11B
$63K ﹤0.01%
1,000
– –
EVT icon
535
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$62K ﹤0.01%
3,000
– –
PCG icon
536
PG&E
PCG
$38.1B
$62K ﹤0.01%
1,166
– –
CGW icon
537
Invesco S&P Global Water Index ETF
CGW
$1.07B
$61K ﹤0.01%
2,159
+868
+67% +$24.3K
PWB icon
538
Invesco Large Cap Growth ETF
PWB
$2.39B
$61K ﹤0.01%
2,000
– –
SCHF icon
539
Schwab International Equity ETF
SCHF
$68.5B
$60K ﹤0.01%
3,958
+258
+7% +$3.83K
FAST icon
540
Fastenal
FAST
$60.1B
$58K ﹤0.01%
5,616
– –
STX icon
541
Seagate
STX
$186B
$57K ﹤0.01%
1,098
– –
LLL
542
DELISTED
L3 Technologies, Inc.
LLL
$57K ﹤0.01%
450
– –
EIX icon
543
Edison International
EIX
$26.9B
$56K ﹤0.01%
900
– –
IWS icon
544
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$56K ﹤0.01%
743
+475
+177% +$35.4K
NS
545
DELISTED
NuStar Energy L.P.
NS
$56K ﹤0.01%
925
– –
B
546
Barrick Mining
B
$67.2B
$55K ﹤0.01%
5,000
– –
HOLX
547
DELISTED
Hologic
HOLX
$55K ﹤0.01%
1,675
+230
+16% +$7.06K
IJJ icon
548
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$55K ﹤0.01%
840
– –
SJM icon
549
J.M. Smucker
SJM
$12.5B
$55K ﹤0.01%
472
– –
HSP
550
DELISTED
HOSPIRA INC
HSP
$55K ﹤0.01%
630
– –
20 21
22
23 24

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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.