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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
TYC
551
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$55K ﹤0.01%
1,229
– –
BR icon
552
Broadridge
BR
$19.5B
$53K ﹤0.01%
972
– –
NLY icon
553
Annaly Capital Management
NLY
$17.4B
$53K ﹤0.01%
1,275
– –
MYD
554
DELISTED
BlackRock MuniYield Fund
MYD
$52K ﹤0.01%
3,419
– –
BRCM
555
DELISTED
BROADCOM CORP CL-A
BRCM
$52K ﹤0.01%
1,210
+90
+8% +$3.92K
DKS icon
556
Dick's Sporting Goods
DKS
$18.4B
$51K ﹤0.01%
900
+200
+29% +$11K
IJR icon
557
iShares Core S&P Small-Cap ETF
IJR
$112B
$51K ﹤0.01%
862
– –
VMC icon
558
Vulcan Materials
VMC
$37.3B
$51K ﹤0.01%
600
– –
GEN icon
559
Gen Digital
GEN
$17.4B
$48K ﹤0.01%
2,050
-6,301
-75% -$157K
INTU icon
560
Intuit
INTU
$92B
$48K ﹤0.01%
490
– –
APTV icon
561
Aptiv
APTV
$10.3B
$47K ﹤0.01%
585
+315
+117% +$23.7K
ICE icon
562
Intercontinental Exchange
ICE
$84.9B
$47K ﹤0.01%
1,010
– –
MCK icon
563
McKesson
MCK
$105B
$47K ﹤0.01%
+207
New +$45.9K
WIN
564
DELISTED
Windstream Holdings Inc
WIN
$47K ﹤0.01%
803
+1
+0.1% +$64
IDXX icon
565
Idexx Laboratories
IDXX
$46.2B
$46K ﹤0.01%
600
+200
+50% +$15.6K
EL icon
566
Estee Lauder
EL
$31.8B
$45K ﹤0.01%
+536
New +$42.2K
M icon
567
Macy's
M
$6.45B
$44K ﹤0.01%
+676
New +$43.5K
NIO
568
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$44K ﹤0.01%
3,000
– –
CF icon
569
CF Industries
CF
$17.8B
$43K ﹤0.01%
750
– –
PFF icon
570
iShares Preferred and Income Securities ETF
PFF
$13.2B
$43K ﹤0.01%
1,065
– –
COL
571
DELISTED
Rockwell Collins
COL
$43K ﹤0.01%
448
– –
TR icon
572
Tootsie Roll Industries
TR
$2.97B
$42K ﹤0.01%
1,711
– –
CB icon
573
Chubb
CB
$134B
$41K ﹤0.01%
+371
New +$41.7K
HQH
574
abrdn Healthcare Investors
HQH
$1.34B
$40K ﹤0.01%
1,170
– –
IWC icon
575
iShares Micro-Cap ETF
IWC
$1.49B
$40K ﹤0.01%
500
– –
21 22
23
24 25

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IA
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SCC
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BAM
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ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.