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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
XRAY icon
176
Dentsply Sirona
XRAY
$2.34B
$1.88M 0.1%
36,960
– –
SBNY
177
DELISTED
Signature Bank
SBNY
$1.87M 0.09%
14,429
+504
+4% +$62.6K
CLB icon
178
Core Laboratories
CLB
$561M
$1.85M 0.09%
17,705
+7,682
+77% +$818K
BLK icon
179
Blackrock
BLK
$175B
$1.8M 0.09%
4,917
+192
+4% +$69.6K
J icon
180
Jacobs Solutions
J
$17.2B
$1.79M 0.09%
47,820
+1,805
+4% +$63.4K
STZ icon
181
Constellation Brands
STZ
$22.8B
$1.74M 0.09%
15,004
-225
-1% -$25.3K
MKTX icon
182
MarketAxess Holdings
MKTX
$5.72B
$1.74M 0.09%
21,016
+619
+3% +$49K
CAH icon
183
Cardinal Health
CAH
$55.5B
$1.73M 0.09%
19,151
-3,771
-16% -$325K
SYT
184
DELISTED
Syngenta Ag
SYT
$1.71M 0.09%
+25,138
New +$1.69M
ITW icon
185
Illinois Tool Works
ITW
$83.9B
$1.7M 0.09%
17,535
+2,843
+19% +$274K
BAC.PRL icon
186
Bank of America Series L
BAC.PRL
$4B
$1.68M 0.09%
1,455
– –
LH icon
187
Labcorp
LH
$26.1B
$1.68M 0.09%
15,542
+88
+0.6% +$9.05K
ZBH icon
188
Zimmer Biomet
ZBH
$18.7B
$1.68M 0.09%
14,748
-968
-6% -$110K
RSP icon
189
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.68M 0.09%
20,736
+6,043
+41% +$486K
DD icon
190
DuPont de Nemours
DD
$19.1B
$1.66M 0.08%
13,655
+248
+2% +$29.4K
CI icon
191
Cigna
CI
$73.6B
$1.65M 0.08%
12,770
-175
-1% -$20.3K
MD icon
192
Pediatrix Medical
MD
$2.12B
$1.65M 0.08%
22,699
-209
-0.9% -$14.5K
GS icon
193
Goldman Sachs
GS
$301B
$1.65M 0.08%
8,756
-360
-4% -$67K
IT icon
194
Gartner
IT
$12.2B
$1.65M 0.08%
19,621
+387
+2% +$31.9K
TYL icon
195
Tyler Technologies
TYL
$13B
$1.65M 0.08%
13,653
+221
+2% +$25.3K
AET
196
DELISTED
Aetna Inc
AET
$1.64M 0.08%
15,369
+295
+2% +$28.9K
CLX icon
197
Clorox
CLX
$13B
$1.64M 0.08%
14,824
+40
+0.3% +$4.34K
MPC icon
198
Marathon Petroleum
MPC
$90B
$1.6M 0.08%
31,342
– –
DEO icon
199
Diageo
DEO
$54B
$1.55M 0.08%
13,988
-270
-2% -$31.1K
EXC icon
200
Exelon
EXC
$45.8B
$1.54M 0.08%
64,294
-4,913
-7% -$122K
6 7
8
9 10

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SCC
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BAM
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ACI
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ACM
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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.