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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
BPT
651
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$15K ﹤0.01%
250
-250
-50% -$17.4K
ITT icon
652
ITT
ITT
$19.3B
$15K ﹤0.01%
386
-250
-39% -$9.77K
JNK icon
653
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$15K ﹤0.01%
124
– –
TDG icon
654
TransDigm Group
TDG
$68.6B
$15K ﹤0.01%
70
+15
+27% +$3.16K
HST icon
655
Host Hotels & Resorts
HST
$15.4B
$14K ﹤0.01%
698
– –
IEZ icon
656
iShares US Oil Equipment & Services ETF
IEZ
$386M
$14K ﹤0.01%
295
– –
MLI icon
657
Mueller Industries
MLI
$15.2B
$14K ﹤0.01%
1,600
– –
TSLA icon
658
Tesla
TSLA
$1.31T
$14K ﹤0.01%
1,125
– –
UTF icon
659
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$14K ﹤0.01%
600
– –
VSH icon
660
Vishay Intertechnology
VSH
$5.11B
$14K ﹤0.01%
1,000
– –
WOLF icon
661
Wolfspeed
WOLF
$1.52B
$14K ﹤0.01%
+400
New +$14.4K
CRVP
662
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$14K ﹤0.01%
20,000
– –
POT
663
DELISTED
Potash Corp Of Saskatchewan
POT
$14K ﹤0.01%
438
+138
+46% +$4.85K
DRA
664
DELISTED
Diversified Real Asset Income Fd
DRA
$14K ﹤0.01%
752
– –
CY
665
DELISTED
Cypress Semiconductor
CY
$14K ﹤0.01%
1,000
– –
FE icon
666
FirstEnergy
FE
$27.1B
$13K ﹤0.01%
360
-114
-24% -$4.26K
LULU icon
667
lululemon athletica
LULU
$14.2B
$13K ﹤0.01%
200
-600
-75% -$38.5K
MUR icon
668
Murphy Oil
MUR
$5.14B
$13K ﹤0.01%
288
– –
SAP icon
669
SAP
SAP
$241B
$13K ﹤0.01%
180
– –
VGM icon
670
Invesco Trust Investment Grade Municipals
VGM
$565M
$13K ﹤0.01%
1,000
– –
VVC
671
DELISTED
Vectren Corporation
VVC
$13K ﹤0.01%
300
– –
GXP
672
DELISTED
Great Plains Energy Incorporated
GXP
$13K ﹤0.01%
501
-104
-17% -$2.88K
YHOO
673
DELISTED
Yahoo Inc
YHOO
$13K ﹤0.01%
300
+200
+200% +$9.04K
TW
674
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$13K ﹤0.01%
+100
New +$12.5K
IYZ icon
675
iShares US Telecommunications ETF
IYZ
$1.23B
$12K ﹤0.01%
400
– –
25 26
27
28 29

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SCC
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BAM
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ACI
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ACM
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PP
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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.