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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
ALXN
726
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
35
– –
NAV
727
DELISTED
Navistar International
NAV
$6K ﹤0.01%
+194
New +$5.82K
GM.WS.B
728
DELISTED
General Motors Company
GM.WS.B
$6K ﹤0.01%
296
– –
TMH
729
DELISTED
Team Health Holdings Inc
TMH
$6K ﹤0.01%
110
+10
+10% +$567
SBW
730
DELISTED
Western Asset Worldwide Income
SBW
$6K ﹤0.01%
500
– –
BBEP
731
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
$6K ﹤0.01%
1,128
– –
LINE
732
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$6K ﹤0.01%
585
– –
POM
733
DELISTED
PEPCO HOLDINGS, INC.
POM
$6K ﹤0.01%
240
– –
BTI icon
734
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
EBND icon
735
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
ENOV icon
736
Enovis
ENOV
$1.4B
$5K ﹤0.01%
58
-44
-43% -$3.69K
EWA icon
737
iShares MSCI Australia ETF
EWA
$1.47B
$5K ﹤0.01%
200
– –
FCG icon
738
First Trust Natural Gas ETF
FCG
$645M
$5K ﹤0.01%
95
– –
JBLU icon
739
JetBlue
JBLU
$2.13B
$5K ﹤0.01%
250
– –
MOAT icon
740
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$5K ﹤0.01%
180
– –
MUSA icon
741
Murphy USA
MUSA
$10.2B
$5K ﹤0.01%
72
– –
NEM icon
742
Newmont
NEM
$124B
$5K ﹤0.01%
225
– –
POST icon
743
Post Holdings
POST
$3.45B
$5K ﹤0.01%
156
– –
VLY icon
744
Valley National Bancorp
VLY
$8.1B
$5K ﹤0.01%
508
– –
WSO icon
745
Watsco Inc
WSO
$13.5B
$5K ﹤0.01%
40
-60
-60% -$6.88K
CST
746
DELISTED
CST Brands, Inc.
CST
$5K ﹤0.01%
121
– –
CET
747
Central Securities Corp
CET
$1.65B
$4K ﹤0.01%
200
– –
EWC icon
748
iShares MSCI Canada ETF
EWC
$6.48B
$4K ﹤0.01%
150
– –
FXG icon
749
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$4K ﹤0.01%
100
– –
HOUS
750
DELISTED
Anywhere Real Estate
HOUS
$4K ﹤0.01%
80
-189
-70% -$8.7K
28 29
30
31 32

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BAM
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ACI
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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.