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
+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
UMBF icon
801
UMB Financial
UMBF
$11.2B
$1K ﹤0.01%
17
– –
VPG icon
802
Vishay Precision Group
VPG
$889M
$1K ﹤0.01%
50
– –
VYX icon
803
NCR Voyix
VYX
$1.12B
$1K ﹤0.01%
47
+40
+571% +$695
AIG.WS
804
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
47
– –
CASM
805
DELISTED
CAS Medical Systems, Inc.
CASM
$1K ﹤0.01%
1,000
– –
ANCX
806
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
50
– –
DEL
807
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
SFR
808
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
NPI
809
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
BTU
810
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$1K ﹤0.01%
20
– –
ALU
811
DELISTED
Alcatel-Lucent
ALU
$1K ﹤0.01%
+214
New +$786
AWAY
812
DELISTED
HOMEAWAY INC COM
AWAY
$1K ﹤0.01%
+45
New +$1.3K
MWV
813
DELISTED
MEADWESTVACO CORP
MWV
$1K ﹤0.01%
23
– –
NWBO
814
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
AJG icon
815
Arthur J. Gallagher & Co
AJG
$64.7B
– –
-65
Closed -$3K
AMD icon
816
Advanced Micro Devices
AMD
$762B
$0 ﹤0.01%
+100
New +$281
CHEF icon
817
Chefs' Warehouse
CHEF
$4.46B
– –
-10,718
Closed -$247K
CLW icon
818
Clearwater Paper
CLW
$370M
$0 ﹤0.01%
4
– –
CWT icon
819
California Water Service
CWT
$3.05B
– –
-59
Closed -$1K
DAL icon
820
Delta Air Lines
DAL
$59.1B
– –
-800
Closed -$39K
EQNR icon
821
Equinor
EQNR
$97.4B
– –
-862
Closed -$15K
ET icon
822
Energy Transfer Partners
ET
$71.3B
– –
-8,480
Closed -$243K
EWZ icon
823
iShares MSCI Brazil ETF
EWZ
$8.77B
– –
-950
Closed -$35K
EXI icon
824
iShares Global Industrials ETF
EXI
$1.49B
– –
-270
Closed -$19K
FCEL icon
825
FuelCell Energy
FCEL
$1.58B
– –
0
– –
31 32
33
34 35

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 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.