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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
EXPD icon
201
Expeditors International
EXPD
$23.3B
$1.53M 0.08%
31,870
– –
WAB icon
202
Wabtec
WAB
$49.7B
$1.53M 0.08%
16,069
+726
+5% +$65.5K
SIVB
203
DELISTED
SVB Financial Group
SIVB
$1.53M 0.08%
12,023
-483
-4% -$57.7K
EBAY icon
204
eBay
EBAY
$47.9B
$1.52M 0.08%
62,551
-22,683
-27% -$541K
LHX icon
205
L3Harris
LHX
$54B
$1.51M 0.08%
19,167
+4,979
+35% +$363K
BSV icon
206
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.51M 0.08%
18,744
-132
-0.7% -$10.6K
PPG icon
207
PPG Industries
PPG
$25.7B
$1.5M 0.08%
13,344
+100
+0.8% +$11.5K
HAL icon
208
Halliburton
HAL
$28B
$1.5M 0.08%
34,094
-940
-3% -$39.2K
BH icon
209
Biglari Holdings Class B
BH
$1.21B
$1.47M 0.07%
5,330
– –
PBE icon
210
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.47M 0.07%
+26,600
New +$1.44M
AFL icon
211
Aflac
AFL
$61.2B
$1.46M 0.07%
45,694
-7,032
-13% -$214K
TXN icon
212
Texas Instruments
TXN
$256B
$1.46M 0.07%
25,558
+347
+1% +$19.5K
MON
213
DELISTED
Monsanto Co
MON
$1.45M 0.07%
12,874
-183
-1% -$21.8K
SBUX icon
214
Starbucks
SBUX
$119B
$1.45M 0.07%
30,586
+2,824
+10% +$127K
IWM icon
215
iShares Russell 2000 ETF
IWM
$81.5B
$1.45M 0.07%
11,638
+755
+7% +$91K
DUK icon
216
Duke Energy
DUK
$94.5B
$1.44M 0.07%
18,770
-2,120
-10% -$172K
CNL
217
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.43M 0.07%
26,188
-4,239
-14% -$231K
HSY icon
218
Hershey
HSY
$36.7B
$1.41M 0.07%
13,925
-500
-3% -$52.2K
META icon
219
Meta Platforms (Facebook)
META
$1.52T
$1.4M 0.07%
16,986
+620
+4% +$48.6K
CSGP icon
220
CoStar Group
CSGP
$12.8B
$1.39M 0.07%
70,100
+5,520
+9% +$104K
EPD icon
221
Enterprise Products Partners
EPD
$82.2B
$1.38M 0.07%
41,911
+2,522
+6% +$84.5K
NWL icon
222
Newell Brands
NWL
$2.51B
$1.37M 0.07%
34,982
+1,720
+5% +$66.3K
MA icon
223
Mastercard
MA
$493B
$1.35M 0.07%
15,630
+4,295
+38% +$373K
TEVA icon
224
Teva Pharmaceuticals
TEVA
$42.1B
$1.32M 0.07%
21,219
+5,549
+35% +$323K
RTN
225
DELISTED
Raytheon Company
RTN
$1.29M 0.07%
11,852
-3,039
-20% -$327K
7 8
9
10 11

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BAM
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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.