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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
576
McKesson
MCK
$103B
$47K ﹤0.01%
207
– –
MYD
577
DELISTED
BlackRock MuniYield Fund
MYD
$47K ﹤0.01%
3,419
– –
NLY icon
578
Annaly Capital Management
NLY
$17.3B
$47K ﹤0.01%
1,275
– –
EL icon
579
Estee Lauder
EL
$31.5B
$46K ﹤0.01%
536
– –
CHK
580
DELISTED
Chesapeake Energy Corporation
CHK
$43K ﹤0.01%
19
+5
+36% +$14.1K
PFF icon
581
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
– –
HQH
582
abrdn Healthcare Investors
HQH
$1.33B
$41K ﹤0.01%
1,170
– –
IWC icon
583
iShares Micro-Cap ETF
IWC
$1.49B
$41K ﹤0.01%
500
– –
NFG icon
584
National Fuel Gas
NFG
$7.78B
$41K ﹤0.01%
689
+294
+74% +$18.6K
NIO
585
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$41K ﹤0.01%
3,000
– –
TR icon
586
Tootsie Roll Industries
TR
$2.97B
$40K ﹤0.01%
1,711
– –
VTI icon
587
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$40K ﹤0.01%
376
– –
CB icon
588
Chubb
CB
$134B
$38K ﹤0.01%
371
– –
TOL icon
589
Toll Brothers
TOL
$14B
$38K ﹤0.01%
1,000
– –
TFI icon
590
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$37K ﹤0.01%
775
– –
UL icon
591
Unilever
UL
$135B
$37K ﹤0.01%
766
– –
STJ
592
DELISTED
St Jude Medical
STJ
$37K ﹤0.01%
500
– –
XYL icon
593
Xylem
XYL
$28.3B
$36K ﹤0.01%
972
– –
SNY icon
594
Sanofi
SNY
$104B
$34K ﹤0.01%
690
– –
TBT icon
595
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$34K ﹤0.01%
687
– –
BKN
596
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$33K ﹤0.01%
2,289
– –
GDX icon
597
VanEck Gold Miners ETF
GDX
$27.6B
$33K ﹤0.01%
1,870
-250
-12% -$4.86K
PLD icon
598
Prologis
PLD
$132B
$33K ﹤0.01%
890
– –
SPXC icon
599
SPX Corp
SPXC
$10.6B
$33K ﹤0.01%
1,787
– –
SRE icon
600
Sempra
SRE
$55.1B
$33K ﹤0.01%
666
– –
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 Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.