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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
ADBE icon
626
Adobe
ADBE
$106B
$22K ﹤0.01%
300
-100
-25% -$7.46K
LUMN icon
627
Lumen
LUMN
$6.7B
$22K ﹤0.01%
629
– –
VAC icon
628
Marriott Vacations Worldwide
VAC
$3.99B
$22K ﹤0.01%
276
– –
GGME icon
629
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$21K ﹤0.01%
800
– –
AEO icon
630
American Eagle Outfitters
AEO
$2.93B
$20K ﹤0.01%
+1,170
New +$17.8K
BMO icon
631
Bank of Montreal
BMO
$128B
$20K ﹤0.01%
330
– –
SMB icon
632
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
DRE
633
DELISTED
Duke Realty Corp.
DRE
$20K ﹤0.01%
940
– –
MNK
634
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$20K ﹤0.01%
157
– –
CAM
635
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$20K ﹤0.01%
450
– –
AGNC icon
636
AGNC Investment
AGNC
$12.8B
$19K ﹤0.01%
900
– –
ALE
637
DELISTED
Allete
ALE
$19K ﹤0.01%
366
– –
GNRC icon
638
Generac Holdings
GNRC
$12.6B
$19K ﹤0.01%
400
– –
PDM
639
Piedmont Realty Trust
PDM
$1.17B
$19K ﹤0.01%
1,016
– –
SMG icon
640
ScottsMiracle-Gro
SMG
$3.58B
$19K ﹤0.01%
290
+80
+38% +$5.21K
ABB
641
DELISTED
ABB Ltd
ABB
$19K ﹤0.01%
900
-19,550
-96% -$402K
CRC
642
DELISTED
California Resources Corporation
CRC
$19K ﹤0.01%
247
-2,624
-91% -$161K
ACM icon
643
Aecom
ACM
$8.51B
$18K ﹤0.01%
585
+160
+38% +$4.57K
IWD icon
644
iShares Russell 1000 Value ETF
IWD
$84B
$18K ﹤0.01%
170
– –
NNBR icon
645
NN Inc
NNBR
$314M
$18K ﹤0.01%
700
– –
SLV icon
646
iShares Silver Trust
SLV
$31.5B
$18K ﹤0.01%
1,150
– –
AEE icon
647
Ameren
AEE
$29.6B
$17K ﹤0.01%
400
– –
FLR icon
648
Fluor
FLR
$7.02B
$17K ﹤0.01%
300
– –
SPH icon
649
Suburban Propane Partners
SPH
$1.17B
$17K ﹤0.01%
400
+200
+100% +$8.84K
CHY
650
Calamos Convertible and High Income Fund
CHY
$1.07B
$16K ﹤0.01%
1,150
– –
24 25
26
27 28

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IA
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SCC
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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
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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.