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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
WLL
776
DELISTED
Whiting Petroleum Corporation
WLL
– –
0
– –
STMP
777
DELISTED
Stamps.com, Inc.
STMP
$3K ﹤0.01%
50
– –
ABEV icon
778
Ambev
ABEV
$45.4B
$2K ﹤0.01%
425
– –
BWA icon
779
BorgWarner
BWA
$14.1B
$2K ﹤0.01%
+47
New +$2.39K
DVA icon
780
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
GGB icon
781
Gerdau
GGB
$9.74B
$2K ﹤0.01%
756
– –
KKR icon
782
KKR & Co
KKR
$93.2B
$2K ﹤0.01%
100
– –
LOCO icon
783
El Pollo Loco
LOCO
$463M
$2K ﹤0.01%
75
– –
NCV
784
Virtus Convertible & Income Fund
NCV
$391M
$2K ﹤0.01%
50
– –
RES icon
785
RPC Inc
RES
$1.36B
$2K ﹤0.01%
187
– –
SAN icon
786
Banco Santander
SAN
$210B
$2K ﹤0.01%
283
-1
-0.4% -$7
STLD icon
787
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
WBD icon
788
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
– –
PRKS icon
789
United Parks & Resorts
PRKS
$2B
$2K ﹤0.01%
100
– –
DISCK
790
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
JTP
791
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
AOL
792
DELISTED
AOL INC COMMON STOCK
AOL
$2K ﹤0.01%
55
+22
+67% +$943
KMI.WS
793
DELISTED
Kinder Morgan Inc
KMI.WS
$2K ﹤0.01%
576
– –
VNR
794
DELISTED
Vanguard Natural Resources, LLC
VNR
$2K ﹤0.01%
110
– –
GRPN icon
795
Groupon
GRPN
$933M
$1K ﹤0.01%
+10
New +$1.53K
ILF icon
796
iShares Latin America 40 ETF
ILF
$3.81B
$1K ﹤0.01%
50
– –
PWR icon
797
Quanta Services
PWR
$99.4B
$1K ﹤0.01%
50
– –
SCZ icon
798
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1K ﹤0.01%
26
– –
SSYS icon
799
Stratasys
SSYS
$769M
$1K ﹤0.01%
25
– –
UE icon
800
Urban Edge Properties
UE
$2.75B
$1K ﹤0.01%
+37
New +$885
30 31
32
33 34

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IA
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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.