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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
CA
701
DELISTED
CA, Inc.
CA
$9K ﹤0.01%
+264
New +$8.37K
BGR icon
702
BlackRock Energy and Resources Trust
BGR
$426M
$8K ﹤0.01%
369
– –
DBB icon
703
Invesco DB Base Metals Fund
DBB
$318M
$8K ﹤0.01%
500
-375
-43% -$5.68K
GLP icon
704
Global Partners
GLP
$1.69B
$8K ﹤0.01%
240
– –
RIG icon
705
Transocean
RIG
$6.5B
$8K ﹤0.01%
524
– –
VNO icon
706
Vornado Realty Trust
VNO
$7.25B
$8K ﹤0.01%
93
-10
-10% -$898
AVP
707
DELISTED
Avon Products, Inc.
AVP
$8K ﹤0.01%
1,000
– –
GM.WS.A
708
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$8K ﹤0.01%
296
– –
NVSL
709
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$8K ﹤0.01%
904
– –
HYG icon
710
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
NPO icon
711
Enpro
NPO
$7.15B
$7K ﹤0.01%
100
– –
NTAP icon
712
NetApp
NTAP
$39.3B
$7K ﹤0.01%
200
– –
ARMH
713
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
– –
ARW icon
714
Arrow Electronics
ARW
$10.5B
$6K ﹤0.01%
100
– –
CX icon
715
Cemex
CX
$16.1B
$6K ﹤0.01%
729
– –
EXG icon
716
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.08B
$6K ﹤0.01%
+590
New +$5.64K
FSLR icon
717
First Solar
FSLR
$26.1B
$6K ﹤0.01%
100
– –
IAU icon
718
iShares Gold Trust
IAU
$65B
$6K ﹤0.01%
283
– –
IDU icon
719
iShares US Utilities ETF
IDU
$1.36B
$6K ﹤0.01%
100
– –
JPC icon
720
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$6K ﹤0.01%
668
– –
MFC icon
721
Manulife Financial
MFC
$73.1B
$6K ﹤0.01%
354
– –
NJR icon
722
New Jersey Resources
NJR
$5.49B
$6K ﹤0.01%
200
-264
-57% -$8.28K
PNW icon
723
Pinnacle West Capital
PNW
$12B
$6K ﹤0.01%
100
– –
PRTA icon
724
Prothena Corp
PRTA
$468M
$6K ﹤0.01%
145
– –
RDS.B
725
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$6K ﹤0.01%
+88
New +$5.82K
27 28
29
30 31

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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.