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
ARMH
726
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
– –
ARW icon
727
Arrow Electronics
ARW
$10.4B
$6K ﹤0.01%
100
– –
CX icon
728
Cemex
CX
$16.3B
$6K ﹤0.01%
728
-1
-0.1% -$9
EXG icon
729
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$6K ﹤0.01%
590
– –
IAU icon
730
iShares Gold Trust
IAU
$64.4B
$6K ﹤0.01%
283
– –
JPC icon
731
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$6K ﹤0.01%
668
– –
MOAT icon
732
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$6K ﹤0.01%
180
– –
NJR icon
733
New Jersey Resources
NJR
$5.58B
$6K ﹤0.01%
200
– –
NPO icon
734
Enpro
NPO
$7.05B
$6K ﹤0.01%
100
– –
NTAP icon
735
NetApp
NTAP
$37.2B
$6K ﹤0.01%
200
– –
PNW icon
736
Pinnacle West Capital
PNW
$12.2B
$6K ﹤0.01%
100
– –
PRTA icon
737
Prothena Corp
PRTA
$450M
$6K ﹤0.01%
121
-24
-17% -$947
ALXN
738
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
35
– –
AVP
739
DELISTED
Avon Products, Inc.
AVP
$6K ﹤0.01%
1,000
– –
POM
740
DELISTED
PEPCO HOLDINGS, INC.
POM
$6K ﹤0.01%
240
– –
BTI icon
741
British American Tobacco
BTI
$128B
$5K ﹤0.01%
90
– –
EBND icon
742
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$5K ﹤0.01%
182
– –
FSLR icon
743
First Solar
FSLR
$26.9B
$5K ﹤0.01%
100
– –
IDU icon
744
iShares US Utilities ETF
IDU
$1.36B
$5K ﹤0.01%
100
– –
JBLU icon
745
JetBlue
JBLU
$2.29B
$5K ﹤0.01%
250
– –
NEM icon
746
Newmont
NEM
$119B
$5K ﹤0.01%
225
– –
PBA icon
747
Pembina Pipeline
PBA
$27.6B
$5K ﹤0.01%
170
-6,579
-97% -$220K
VLY icon
748
Valley National Bancorp
VLY
$8.04B
$5K ﹤0.01%
508
– –
RDS.B
749
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$5K ﹤0.01%
88
– –
GM.WS.B
750
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
296
– –
28 29
30
31 32

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.