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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
CAT icon
101
Caterpillar
CAT
$385B
$4.51M 0.23%
56,358
+3,796
+7% +$315K
WMT icon
102
Walmart Inc
WMT
$897B
$4.47M 0.23%
162,855
+7,695
+5% +$218K
IWB icon
103
iShares Russell 1000 ETF
IWB
$50.2B
$4.45M 0.23%
38,395
+293
+0.8% +$33.8K
V icon
104
Visa
V
$675B
$4.44M 0.23%
67,896
-100
-0.1% -$6.61K
PSA icon
105
Public Storage
PSA
$60.8B
$4.42M 0.22%
22,409
+1,254
+6% +$248K
LOW icon
106
Lowe's Companies
LOW
$123B
$4.31M 0.22%
57,975
-88
-0.2% -$6.31K
SWK icon
107
Stanley Black & Decker
SWK
$15.5B
$4.25M 0.22%
44,599
+178
+0.4% +$17K
PM icon
108
Philip Morris
PM
$290B
$4.25M 0.22%
56,405
-12,732
-18% -$1.03M
LSBG
109
DELISTED
Lake Sunapee Bank Group
LSBG
$4.21M 0.21%
269,551
-15,300
-5% -$235K
IRM icon
110
Iron Mountain
IRM
$36.2B
$4.2M 0.21%
115,007
-2,603
-2% -$100K
APD icon
111
Air Products & Chemicals
APD
$68.6B
$4.19M 0.21%
29,971
-9,258
-24% -$1.28M
GLW icon
112
Corning
GLW
$136B
$4.16M 0.21%
183,572
-8,260
-4% -$196K
ECL icon
113
Ecolab
ECL
$79.7B
$4.1M 0.21%
35,866
-245
-0.7% -$26.8K
GSK icon
114
GSK
GSK
$104B
$4.01M 0.2%
69,538
+1,930
+3% +$111K
FISV
115
Fiserv Inc
FISV
$27.8B
$3.82M 0.19%
96,312
+1,466
+2% +$55.9K
IBB icon
116
iShares Biotechnology ETF
IBB
$9.82B
$3.8M 0.19%
33,195
+9,300
+39% +$1.03M
F icon
117
Ford
F
$55.8B
$3.78M 0.19%
234,168
+866
+0.4% +$13.7K
AEP icon
118
American Electric Power
AEP
$66.9B
$3.69M 0.19%
65,535
+2,828
+5% +$168K
PAYX icon
119
Paychex
PAYX
$43.1B
$3.68M 0.19%
74,145
+1,581
+2% +$76.8K
SPG icon
120
Simon Property Group
SPG
$71.5B
$3.58M 0.18%
18,324
+1,536
+9% +$298K
BAC icon
121
Bank of America
BAC
$447B
$3.55M 0.18%
230,675
-11,246
-5% -$181K
UNP icon
122
Union Pacific
UNP
$174B
$3.54M 0.18%
32,719
+743
+2% +$87.2K
TPR icon
123
Tapestry
TPR
$33.3B
$3.53M 0.18%
85,241
+2,668
+3% +$106K
JCI icon
124
Johnson Controls International
JCI
$91.3B
$3.52M 0.18%
66,577
-196
-0.3% -$9.96K
NSC icon
125
Norfolk Southern
NSC
$75B
$3.47M 0.18%
33,746
-220
-0.6% -$23.5K
3 4
5
6 7

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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.