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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
TRV icon
126
Travelers Companies
TRV
$78.3B
$3.44M 0.17%
31,796
-568
-2% -$60.7K
AZN icon
127
AstraZeneca
AZN
$251B
$3.41M 0.17%
49,778
-344
-0.7% -$23.9K
KRFT
128
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$3.4M 0.17%
39,024
-3
-0% -$198
D icon
129
Dominion Energy
D
$59.1B
$3.38M 0.17%
47,765
-9,460
-17% -$702K
STWD icon
130
Starwood Property Trust
STWD
$6.16B
$3.36M 0.17%
138,242
+7,903
+6% +$190K
DE icon
131
Deere & Co
DE
$164B
$3.3M 0.17%
37,680
-3,458
-8% -$307K
PX
132
DELISTED
Praxair Inc
PX
$3.25M 0.16%
26,916
+276
+1% +$34.5K
ETN icon
133
Eaton
ETN
$173B
$3.25M 0.16%
47,803
+1,156
+2% +$78.6K
SMFG icon
134
Sumitomo Mitsui Financial
SMFG
$161B
$3.22M 0.16%
416,570
+27,562
+7% +$206K
MDLZ icon
135
Mondelez International
MDLZ
$78.5B
$3.21M 0.16%
89,050
-568
-0.6% -$20.5K
IGSB icon
136
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.19M 0.16%
60,484
+614
+1% +$32.3K
NOV icon
137
NOV
NOV
$7.38B
$3.15M 0.16%
62,949
+16,462
+35% +$893K
AXP icon
138
American Express
AXP
$229B
$3.11M 0.16%
39,863
-884
-2% -$73.4K
BDX icon
139
Becton Dickinson
BDX
$48.9B
$3.09M 0.16%
22,047
-731
-3% -$102K
XLF icon
140
State Street Financial Select Sector SPDR ETF
XLF
$59B
$3M 0.15%
141,934
+20,250
+17% +$428K
BNY
141
Bank of New York Mellon
BNY
$108B
$2.91M 0.15%
72,341
-3,007
-4% -$117K
PRGO icon
142
Perrigo
PRGO
$1.75B
$2.85M 0.14%
17,205
+1,283
+8% +$205K
SONY icon
143
Sony
SONY
$140B
$2.83M 0.14%
529,115
+25,235
+5% +$127K
GAS
144
DELISTED
AGL Resources Inc
GAS
$2.81M 0.14%
56,496
+4,043
+8% +$210K
FDX icon
145
FedEx
FDX
$76.9B
$2.72M 0.14%
16,421
-1,997
-11% -$347K
WBA
146
DELISTED
Walgreens Boots Alliance
WBA
$2.69M 0.14%
31,750
+23,550
+287% +$1.88M
BAX icon
147
Baxter International
BAX
$14.4B
$2.58M 0.13%
69,409
+1,922
+3% +$72.9K
VAR
148
DELISTED
Varian Medical Systems, Inc.
VAR
$2.55M 0.13%
30,895
-6,309
-17% -$506K
IVE icon
149
iShares S&P 500 Value ETF
IVE
$50B
$2.45M 0.12%
26,433
+2,450
+10% +$228K
TEL icon
150
TE Connectivity
TEL
$62B
$2.43M 0.12%
33,869
+927
+3% +$63.7K
4 5
6
7 8

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SCC
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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.