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
ARCC icon
676
Ares Capital
ARCC
$14.3B
$12K ﹤0.01%
+750
New +$12.5K
CRS icon
677
Carpenter Technology
CRS
$28.4B
$12K ﹤0.01%
+300
New +$12.5K
FE icon
678
FirstEnergy
FE
$27.1B
$12K ﹤0.01%
360
– –
IYZ icon
679
iShares US Telecommunications ETF
IYZ
$1.23B
$12K ﹤0.01%
400
– –
MUR icon
680
Murphy Oil
MUR
$4.99B
$12K ﹤0.01%
288
– –
VSH icon
681
Vishay Intertechnology
VSH
$5.34B
$12K ﹤0.01%
1,000
– –
STON
682
DELISTED
StoneMor Inc.
STON
$12K ﹤0.01%
400
– –
VVC
683
DELISTED
Vectren Corporation
VVC
$12K ﹤0.01%
300
– –
GXP
684
DELISTED
Great Plains Energy Incorporated
GXP
$12K ﹤0.01%
501
– –
YHOO
685
DELISTED
Yahoo Inc
YHOO
$12K ﹤0.01%
300
– –
CY
686
DELISTED
Cypress Semiconductor
CY
$12K ﹤0.01%
1,000
– –
BND icon
687
Vanguard Total Bond Market
BND
$161B
$11K ﹤0.01%
137
– –
DEM icon
688
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$11K ﹤0.01%
261
– –
DFJ icon
689
WisdomTree Japan SmallCap Dividend Fund
DFJ
$399M
$11K ﹤0.01%
191
– –
NOK icon
690
Nokia
NOK
$51.8B
$11K ﹤0.01%
1,550
– –
SON icon
691
Sonoco
SON
$5.61B
$11K ﹤0.01%
256
+2
+0.8% +$90
WEC icon
692
WEC Energy
WEC
$34.6B
$11K ﹤0.01%
250
– –
DRA
693
DELISTED
Diversified Real Asset Income Fd
DRA
$11K ﹤0.01%
626
-126
-17% -$2.26K
HTS
694
DELISTED
HATTERAS FINANCIAL CORP
HTS
$11K ﹤0.01%
650
– –
CNP icon
695
CenterPoint Energy
CNP
$26.5B
$10K ﹤0.01%
500
– –
INGR icon
696
Ingredion
INGR
$6.55B
$10K ﹤0.01%
130
– –
IYW icon
697
iShares US Technology ETF
IYW
$25.5B
$10K ﹤0.01%
400
– –
RYAM icon
698
Rayonier Advanced Materials
RYAM
$610M
$10K ﹤0.01%
641
-187
-23% -$3.08K
WOLF icon
699
Wolfspeed
WOLF
$1.64B
$10K ﹤0.01%
400
– –
CTWS
700
DELISTED
Connecticut Water Service Inc
CTWS
$10K ﹤0.01%
298
– –
26 27
28
29 30

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.