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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
CNK icon
76
Cinemark Holdings
CNK
$4.38B
$6.91M 0.35%
153,228
+2,874
+2% +$114K
EOG icon
77
EOG Resources
EOG
$74.6B
$6.89M 0.35%
75,176
+12,289
+20% +$1.11M
NVS icon
78
Novartis
NVS
$298B
$6.79M 0.34%
76,789
-216
-0.3% -$19.2K
ABBV icon
79
AbbVie
ABBV
$438B
$6.71M 0.34%
114,636
-6,333
-5% -$383K
WMB icon
80
Williams Companies
WMB
$87.9B
$6.71M 0.34%
132,649
+8,269
+7% +$383K
NEE icon
81
NextEra Energy
NEE
$177B
$6.38M 0.32%
245,340
-12,064
-5% -$318K
ITC
82
DELISTED
ITC HOLDINGS CORP
ITC
$6.27M 0.32%
167,457
+101,594
+154% +$4.03M
SYY icon
83
Sysco
SYY
$40.1B
$6.19M 0.31%
164,142
+1,447
+0.9% +$57K
KMI icon
84
Kinder Morgan
KMI
$69.9B
$6.19M 0.31%
147,138
+16,167
+12% +$669K
CL icon
85
Colgate-Palmolive
CL
$74.3B
$5.61M 0.28%
80,934
-4,422
-5% -$306K
CTSH icon
86
Cognizant
CTSH
$26.3B
$5.56M 0.28%
89,083
-1,020
-1% -$60.1K
IWR icon
87
iShares Russell Mid-Cap ETF
IWR
$57.5B
$5.43M 0.28%
125,516
+9,252
+8% +$393K
RAI
88
DELISTED
Reynolds American Inc
RAI
$5.27M 0.27%
152,892
+5,070
+3% +$178K
SE
89
DELISTED
Spectra Energy Corp Wi
SE
$5.26M 0.27%
145,557
+2,121
+1% +$74.2K
DHR icon
90
Danaher
DHR
$147B
$5.24M 0.27%
91,790
-222
-0.2% -$12.7K
HON icon
91
Honeywell
HON
$77B
$5.09M 0.26%
54,300
+1,942
+4% +$178K
CSX icon
92
CSX Corp
CSX
$92.8B
$5.02M 0.25%
454,527
-9,696
-2% -$111K
TGT icon
93
Target
TGT
$69B
$4.97M 0.25%
60,582
+2,429
+4% +$188K
IVV icon
94
iShares Core S&P 500 ETF
IVV
$904B
$4.92M 0.25%
23,665
+1,120
+5% +$233K
EMR icon
95
Emerson Electric
EMR
$88.5B
$4.91M 0.25%
86,636
-2,160
-2% -$126K
TGNA
96
DELISTED
TEGNA Inc
TGNA
$4.85M 0.25%
250,289
+9,350
+4% +$165K
MTB icon
97
M&T Bank
MTB
$36.3B
$4.82M 0.24%
37,947
+3,105
+9% +$376K
ACN icon
98
Accenture
ACN
$109B
$4.65M 0.24%
49,638
+6,721
+16% +$600K
MCHP icon
99
Microchip Technology
MCHP
$44.2B
$4.63M 0.23%
189,230
-34
-0% -$820
VOD icon
100
Vodafone
VOD
$36.4B
$4.6M 0.23%
140,650
+13,286
+10% +$457K
2 3
4
5 6

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BAM
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ACI
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ACM
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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.