We are live on ! Find out more
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
VTI icon
576
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$40K ﹤0.01%
376
– –
CHK
577
DELISTED
Chesapeake Energy Corporation
CHK
$40K ﹤0.01%
14
– –
GDX icon
578
VanEck Gold Miners ETF
GDX
$27.4B
$39K ﹤0.01%
2,120
-485
-19% -$9.9K
PLD icon
579
Prologis
PLD
$133B
$39K ﹤0.01%
+890
New +$39K
TOL icon
580
Toll Brothers
TOL
$14.3B
$39K ﹤0.01%
1,000
– –
SPXC icon
581
SPX Corp
SPXC
$10.9B
$38K ﹤0.01%
1,787
– –
TFI icon
582
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$38K ﹤0.01%
775
– –
FTR
583
DELISTED
Frontier Communications Corp.
FTR
$38K ﹤0.01%
356
-15
-4% -$1.66K
BKN
584
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$37K ﹤0.01%
2,289
– –
CRM icon
585
Salesforce
CRM
$161B
$37K ﹤0.01%
550
– –
WDR
586
DELISTED
Waddell & Reed Financial, Inc.
WDR
$37K ﹤0.01%
741
-3,647
-83% -$174K
TIME
587
DELISTED
Time Inc.
TIME
$37K ﹤0.01%
1,639
-234
-12% -$5.6K
DBC icon
588
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$36K ﹤0.01%
2,085
-300
-13% -$5.28K
KEYS icon
589
Keysight
KEYS
$58.5B
$36K ﹤0.01%
978
-3,150
-76% -$114K
SRE icon
590
Sempra
SRE
$55.5B
$36K ﹤0.01%
666
-3,838
-85% -$212K
UL icon
591
Unilever
UL
$134B
$36K ﹤0.01%
766
+55
+8% +$2.64K
CLDX icon
592
Celldex Therapeutics
CLDX
$3.47B
$35K ﹤0.01%
83
– –
SNDK
593
DELISTED
SANDISK CORP
SNDK
$35K ﹤0.01%
550
-500
-48% -$40.6K
LNT icon
594
Alliant Energy
LNT
$17.8B
$34K ﹤0.01%
+1,082
New +$35.2K
SNY icon
595
Sanofi
SNY
$104B
$34K ﹤0.01%
690
– –
XYL icon
596
Xylem
XYL
$28.7B
$34K ﹤0.01%
972
– –
ICON
597
DELISTED
Iconix Brand Group, Inc.
ICON
$34K ﹤0.01%
+100
New +$34.4K
OA
598
DELISTED
Orbital ATK, Inc.
OA
$34K ﹤0.01%
+450
New +$42.6K
STJ
599
DELISTED
St Jude Medical
STJ
$33K ﹤0.01%
500
– –
AN icon
600
AutoNation
AN
$6.91B
$32K ﹤0.01%
+500
New +$30.6K
22 23
24
25 26

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
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.