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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
UNH icon
51
UnitedHealth
UNH
$371B
$11.5M 0.58%
97,096
-4,123
-4% -$458K
SRCL
52
DELISTED
Stericycle Inc
SRCL
$11.4M 0.58%
80,921
-6,866
-8% -$927K
HAR
53
DELISTED
Harman International Industries
HAR
$10.6M 0.54%
78,956
+2,456
+3% +$306K
GIS icon
54
General Mills
GIS
$19.9B
$10.4M 0.53%
184,507
-1,372
-0.7% -$73.2K
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.14T
$10.4M 0.53%
48
– –
OXY icon
56
Occidental Petroleum
OXY
$58.6B
$10.4M 0.53%
142,960
+10,244
+8% +$792K
DIS icon
57
Walt Disney
DIS
$178B
$10.2M 0.52%
96,821
+1,477
+2% +$149K
BMY icon
58
Bristol-Myers Squibb
BMY
$132B
$9.89M 0.5%
153,356
-6,062
-4% -$380K
LUV icon
59
Southwest Airlines
LUV
$22B
$9.87M 0.5%
222,685
+8,715
+4% +$381K
WFM
60
DELISTED
Whole Foods Market Inc
WFM
$9.81M 0.5%
188,343
+37,527
+25% +$2.01M
CELG
61
DELISTED
Celgene Corp
CELG
$9.62M 0.49%
83,463
+7,048
+9% +$842K
DFS
62
DELISTED
Discover Financial Services
DFS
$9.59M 0.49%
170,194
-120,222
-41% -$7.12M
MRK icon
63
Merck
MRK
$323B
$9.15M 0.46%
166,904
+38
+0% +$2.15K
MO icon
64
Altria Group
MO
$109B
$8.63M 0.44%
172,450
-410
-0.2% -$21.8K
DOV icon
65
Dover
DOV
$28.3B
$8.42M 0.43%
150,759
+8,998
+6% +$518K
ADP icon
66
Automatic Data Processing
ADP
$109B
$7.96M 0.4%
92,984
-3,917
-4% -$337K
KMB icon
67
Kimberly-Clark
KMB
$35.9B
$7.89M 0.4%
73,682
+1,417
+2% +$157K
LLY icon
68
Eli Lilly
LLY
$1.1T
$7.82M 0.4%
107,579
+1,110
+1% +$79K
KO icon
69
Coca-Cola
KO
$374B
$7.52M 0.38%
185,491
-7,003
-4% -$293K
TIP icon
70
iShares TIPS Bond ETF
TIP
$14.7B
$7.51M 0.38%
66,131
+480
+0.7% +$54.4K
GT icon
71
Goodyear
GT
$1.74B
$7.51M 0.38%
277,315
+43,489
+19% +$1.14M
BIIB icon
72
Biogen
BIIB
$30.6B
$7.38M 0.37%
17,479
+206
+1% +$81.2K
KR icon
73
Kroger
KR
$34.6B
$7.37M 0.37%
192,278
-32,810
-15% -$1.17M
PRU icon
74
Prudential Financial
PRU
$42.1B
$7.36M 0.37%
91,674
-91,590
-50% -$7.42M
WM icon
75
Waste Management
WM
$90.6B
$7.32M 0.37%
135,046
-881
-0.6% -$46.9K
1 2
3
4 5

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BAM
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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.