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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
IONS icon
601
Ionis Pharmaceuticals
IONS
$9.28B
$32K ﹤0.01%
500
– –
ROP icon
602
Roper Technologies
ROP
$39.7B
$32K ﹤0.01%
184
+28
+18% +$4.53K
HTO
603
H2O America
HTO
$2.57B
$31K ﹤0.01%
1,000
– –
ADT
604
DELISTED
ADT Corp
ADT
$31K ﹤0.01%
742
– –
XLS
605
DELISTED
EXELIS INC COM STK
XLS
$31K ﹤0.01%
1,272
– –
PBJ icon
606
Invesco Food & Beverage ETF
PBJ
$107M
$30K ﹤0.01%
929
– –
FGP
607
DELISTED
Ferrellgas Partners, L.P.
FGP
$30K ﹤0.01%
1,229
– –
HOG icon
608
Harley-Davidson
HOG
$2.79B
$29K ﹤0.01%
471
– –
IEMG icon
609
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$29K ﹤0.01%
600
– –
TBT icon
610
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
$29K ﹤0.01%
687
– –
CTT
611
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$29K ﹤0.01%
2,500
– –
RGT
612
Royce Global Value Trust
RGT
$102M
$27K ﹤0.01%
3,294
+4
+0.1% +$32
VO icon
613
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$27K ﹤0.01%
800
– –
YPF icon
614
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.5B
$27K ﹤0.01%
1,000
– –
NTC
615
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$27K ﹤0.01%
2,100
– –
HCSG icon
616
Healthcare Services Group
HCSG
$1.47B
$26K ﹤0.01%
815
– –
PNR icon
617
Pentair
PNR
$10.7B
$26K ﹤0.01%
624
– –
DTV
618
DELISTED
DIRECTV COM STK (DE)
DTV
$25K ﹤0.01%
289
– –
KEY icon
619
KeyCorp
KEY
$24.4B
$24K ﹤0.01%
1,681
– –
NFG icon
620
National Fuel Gas
NFG
$7.81B
$24K ﹤0.01%
395
-102
-21% -$6.55K
O icon
621
Realty Income
O
$58.7B
$24K ﹤0.01%
480
– –
SIRI icon
622
SiriusXM
SIRI
$9.61B
$24K ﹤0.01%
633
+100
+19% +$3.75K
LNG icon
623
Cheniere Energy
LNG
$55.2B
$23K ﹤0.01%
300
– –
APU
624
DELISTED
AmeriGas Partners, L.P.
APU
$23K ﹤0.01%
481
+1
+0.2% +$49
ATVI
625
DELISTED
Activision Blizzard
ATVI
$23K ﹤0.01%
1,000
– –
23 24
25
26 27

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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.