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
-0.42%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.9B
AUM Growth
-$71M
Cap. Flow
-$53.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$8.53M
2
DHR icon
Danaher
DHR
+$3.32M
3
HAR
Harman International Industries
HAR
+$2.95M
4
ECL icon
Ecolab
ECL
+$2.36M
5
SNN icon
Smith & Nephew
SNN
+$1.75M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$8.64M
2
UPS icon
United Parcel Service
UPS
+$6.26M
3
TGNA
TEGNA Inc
TGNA
+$4.71M
4
DFS
Discover Financial Services
DFS
+$3.95M
5
WFM
Whole Foods Market Inc
WFM
+$3.67M

Sector Composition

Rank Sector Weight
1 Healthcare 17.08%
2 Technology 15.58%
3 Financials 13.52%
4 Industrials 11.55%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCS icon
151
Barclays
BCS
$94.1B
$2.35M 0.12%
152,839
-3,724
-2% -$56K
CMCSA icon
152
Comcast
CMCSA
$90B
$2.34M 0.12%
77,788
+4,314
+6% +$127K
IVE icon
153
iShares S&P 500 Value ETF
IVE
$49.8B
$2.34M 0.12%
25,334
-1,099
-4% -$104K
KRFT
154
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$2.33M 0.12%
27,385
-11,639
-30% -$1M
EFA icon
155
iShares MSCI EAFE ETF
EFA
$80.2B
$2.33M 0.12%
36,644
+17,300
+89% +$1.15M
AMX icon
156
America Movil
AMX
$71.2B
$2.32M 0.12%
108,893
+953
+0.9% +$20.1K
TWX
157
DELISTED
Time Warner Inc
TWX
$2.32M 0.12%
26,516
-141
-0.5% -$12K
VB icon
158
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$2.29M 0.12%
18,817
+2,457
+15% +$302K
WPP icon
159
WPP
WPP
$5.94B
$2.2M 0.12%
19,540
-63
-0.3% -$7.4K
VAR
160
DELISTED
Varian Medical Systems, Inc.
VAR
$2.19M 0.12%
29,599
-1,296
-4% -$101K
MIDD icon
161
Middleby
MIDD
$6.08B
$2.15M 0.11%
19,112
-1,602
-8% -$171K
NKE icon
162
Nike
NKE
$61.9B
$2.13M 0.11%
39,438
+648
+2% +$33.2K
SBNY
163
DELISTED
Signature Bank
SBNY
$2.11M 0.11%
14,405
-24
-0.2% -$3.33K
AEG icon
164
Aegon
AEG
$14.1B
$2.11M 0.11%
405,117
+17,859
+5% +$96.8K
CHKP icon
165
Check Point Software Technologies
CHKP
$13.1B
$2.1M 0.11%
26,456
-595
-2% -$50.3K
HSBC icon
166
HSBC
HSBC
$356B
$2.1M 0.11%
52,473
+1,732
+3% +$72.1K
MJN
167
DELISTED
Mead Johnson Nutrition Company
MJN
$2.09M 0.11%
23,194
+859
+4% +$82.8K
BBVA icon
168
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2.02M 0.11%
215,851
-12,023
-5% -$116K
XLK icon
169
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.01M 0.11%
97,040
-3,328
-3% -$71K
IVW icon
170
iShares S&P 500 Growth ETF
IVW
$77.6B
$2M 0.11%
70,400
– –
RPM icon
171
RPM International
RPM
$15B
$2M 0.11%
40,891
+548
+1% +$27K
UAA icon
172
Under Armour
UAA
$2.6B
$2M 0.11%
47,894
-3,726
-7% -$151K
BP icon
173
BP
BP
$107B
$1.98M 0.1%
58,961
-808
-1% -$28.3K
SO icon
174
Southern Company
SO
$107B
$1.97M 0.1%
47,031
-5,484
-10% -$239K
MKTX icon
175
MarketAxess Holdings
MKTX
$5.72B
$1.96M 0.1%
21,120
+104
+0.5% +$9.18K
5 6
7
8 9

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 Q2 2015 Portfolio in Review

As of Q2 2015, People's United Financial held 860 positions worth $1.9B, down 3.6% from $1.97B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q2 2015 filing shows 35 new, 205 increased, 275 reduced and 22 closed positions. Its largest new stake was Smith & Nephew: 50,435 shares worth $1.71M. The largest sale was Genuine Parts, an estimated $8.64M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q2 2015 buy was Smith & Nephew: 50,435 shares worth $1.71M.
  • People's United Financial added most to Booking.com in Q2 2015, an estimated $8.53M increase.
  • People's United Financial's biggest Q2 2015 reduction was Genuine Parts, cutting an estimated $8.64M.
  • People's United Financial fully exited Portland General Electric in Q2 2015, selling an estimated $457K.
  • People's United Financial's ten largest holdings make up 21% of its $1.9B portfolio in Q2 2015.
  • People's United Financial opened 35 new positions and closed 22 in Q2 2015.
  • People's United Financial's portfolio value fell 3.6% quarter-over-quarter to $1.9B.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.