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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
VRSK icon
151
Verisk Analytics
VRSK
$23.6B
$2.42M 0.12%
33,959
-386
-1% -$26.1K
NTT
152
DELISTED
Nippon Telegraph & Telephone
NTT
$2.39M 0.12%
77,585
-9
-0% -$267
BKNG icon
153
Booking.com
BKNG
$160B
$2.38M 0.12%
51,150
+575
+1% +$25.7K
SO icon
154
Southern Company
SO
$105B
$2.33M 0.12%
52,515
-1,292
-2% -$61.4K
TWX
155
DELISTED
Time Warner Inc
TWX
$2.25M 0.11%
26,657
+4,144
+18% +$344K
MJN
156
DELISTED
Mead Johnson Nutrition Company
MJN
$2.25M 0.11%
22,335
+1,255
+6% +$127K
WPP icon
157
WPP
WPP
$5.76B
$2.23M 0.11%
19,603
+779
+4% +$87.4K
CHKP icon
158
Check Point Software Technologies
CHKP
$13.4B
$2.22M 0.11%
27,051
+125
+0.5% +$10.1K
AMX icon
159
America Movil
AMX
$71.7B
$2.21M 0.11%
107,940
+15,223
+16% +$326K
BBVA icon
160
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2.17M 0.11%
227,874
+33,769
+17% +$303K
MIDD icon
161
Middleby
MIDD
$5.89B
$2.13M 0.11%
20,714
+698
+3% +$70.9K
AEG icon
162
Aegon
AEG
$14B
$2.12M 0.11%
387,258
+140,779
+57% +$737K
BCS icon
163
Barclays
BCS
$94.3B
$2.12M 0.11%
156,563
+24,623
+19% +$345K
LKQ icon
164
LKQ Corp
LKQ
$6.22B
$2.11M 0.11%
82,548
+14,756
+22% +$382K
TFC icon
165
Truist Financial
TFC
$63.4B
$2.1M 0.11%
53,874
+9,519
+21% +$359K
UAA icon
166
Under Armour
UAA
$2.5B
$2.08M 0.11%
51,620
-2,678
-5% -$98.5K
XLK icon
167
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.08M 0.11%
100,368
+8,710
+10% +$182K
CMCSA icon
168
Comcast
CMCSA
$89.4B
$2.07M 0.11%
73,474
+5,242
+8% +$151K
IVW icon
169
iShares S&P 500 Growth ETF
IVW
$77.4B
$2.01M 0.1%
70,400
-792
-1% -$22.5K
VB icon
170
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$2M 0.1%
16,360
+1,023
+7% +$121K
NKE icon
171
Nike
NKE
$62.5B
$1.95M 0.1%
38,790
+7,426
+24% +$355K
BP icon
172
BP
BP
$110B
$1.94M 0.1%
59,769
+9,352
+19% +$306K
RPM icon
173
RPM International
RPM
$14.8B
$1.94M 0.1%
40,343
+1,501
+4% +$72.6K
PHG icon
174
Philips
PHG
$26.3B
$1.92M 0.1%
97,645
+18,370
+23% +$366K
HSBC icon
175
HSBC
HSBC
$354B
$1.91M 0.1%
50,741
+7,849
+18% +$306K
5 6
7
8 9

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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.