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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
NOK icon
676
Nokia
NOK
$52.7B
$12K ﹤0.01%
1,550
-2,250
-59% -$17.6K
RYAM icon
677
Rayonier Advanced Materials
RYAM
$594M
$12K ﹤0.01%
828
-432
-34% -$7.87K
SON icon
678
Sonoco
SON
$5.67B
$12K ﹤0.01%
254
+2
+0.8% +$91
WEC icon
679
WEC Energy
WEC
$34.5B
$12K ﹤0.01%
250
– –
STON
680
DELISTED
StoneMor Inc.
STON
$12K ﹤0.01%
400
– –
HTS
681
DELISTED
HATTERAS FINANCIAL CORP
HTS
$12K ﹤0.01%
650
– –
BND icon
682
Vanguard Total Bond Market
BND
$161B
$11K ﹤0.01%
137
– –
DEM icon
683
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$11K ﹤0.01%
261
– –
DNOW icon
684
DNOW Inc
DNOW
$3.04B
$11K ﹤0.01%
501
-33
-6% -$767
CTWS
685
DELISTED
Connecticut Water Service Inc
CTWS
$11K ﹤0.01%
298
-687
-70% -$25.2K
BFK
686
DELISTED
BlackRock Municipal Income Trust
BFK
$10K ﹤0.01%
666
– –
CNP icon
687
CenterPoint Energy
CNP
$26.3B
$10K ﹤0.01%
500
– –
DFJ icon
688
WisdomTree Japan SmallCap Dividend Fund
DFJ
$398M
$10K ﹤0.01%
191
– –
GRMN
689
Garmin
GRMN
$60.1B
$10K ﹤0.01%
200
– –
INGR icon
690
Ingredion
INGR
$6.57B
$10K ﹤0.01%
130
– –
IYW icon
691
iShares US Technology ETF
IYW
$25.4B
$10K ﹤0.01%
400
– –
JCE icon
692
Nuveen Core Equity Alpha Fund
JCE
$291M
$10K ﹤0.01%
575
– –
BTZ icon
693
BlackRock Credit Allocation Income Trust
BTZ
$958M
$9K ﹤0.01%
670
– –
DINO icon
694
HF Sinclair
DINO
$15.3B
$9K ﹤0.01%
225
-500
-69% -$19.2K
HII icon
695
Huntington Ingalls Industries
HII
$13.1B
$9K ﹤0.01%
66
– –
PSK icon
696
State Street SPDR ICE Preferred Securities ETF
PSK
$684M
$9K ﹤0.01%
200
– –
PXE icon
697
Invesco Energy Exploration & Production ETF
PXE
$84.6M
$9K ﹤0.01%
300
– –
TM icon
698
Toyota
TM
$225B
$9K ﹤0.01%
65
– –
JMF
699
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$9K ﹤0.01%
500
– –
ALTR
700
DELISTED
Altera Corp
ALTR
$9K ﹤0.01%
200
-300
-60% -$10.7K
26 27
28
29 30

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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.