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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$72.9M 3.7%
748,636
+3,928
+0.5% +$373K
AAPL icon
2
Apple
AAPL
$4.54T
$59.9M 3.04%
1,924,352
-20,616
-1% -$623K
XOM icon
3
ExxonMobil
XOM
$644B
$45.2M 2.29%
531,678
+49,257
+10% +$4.37M
HD icon
4
Home Depot
HD
$331B
$36.9M 1.88%
325,135
-11,218
-3% -$1.24M
JPM icon
5
JPMorgan Chase
JPM
$935B
$36.4M 1.85%
601,443
+5,271
+0.9% +$312K
MSFT icon
6
Microsoft
MSFT
$3.45T
$33.3M 1.69%
819,130
+16,438
+2% +$716K
JNJ icon
7
Johnson & Johnson
JNJ
$618B
$32.2M 1.63%
319,941
+5,305
+2% +$539K
INTC icon
8
Intel
INTC
$455B
$29.6M 1.5%
945,273
+208
+0% +$7.02K
WFC icon
9
Wells Fargo
WFC
$261B
$29.5M 1.5%
543,049
+5,997
+1% +$324K
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.36T
$27.8M 1.41%
1,010,066
+35,097
+4% +$941K
PG icon
11
Procter & Gamble
PG
$336B
$27.7M 1.41%
337,902
+5,206
+2% +$448K
GILD icon
12
Gilead Sciences
GILD
$162B
$26.5M 1.35%
270,160
-5,328
-2% -$541K
CVS icon
13
CVS Health
CVS
$133B
$25.8M 1.31%
250,196
-6,513
-3% -$659K
GE icon
14
GE Aerospace
GE
$374B
$25.6M 1.3%
215,458
+2,957
+1% +$352K
ESRX
15
DELISTED
Express Scripts Holding Company
ESRX
$23.9M 1.21%
275,722
+4,059
+1% +$340K
RTX icon
16
RTX Corp
RTX
$290B
$23.9M 1.21%
324,213
-3,258
-1% -$243K
BA icon
17
Boeing
BA
$171B
$23.1M 1.17%
154,089
-156
-0.1% -$22.7K
AGN
18
DELISTED
Allergan plc
AGN
$22.3M 1.13%
74,790
+3,973
+6% +$1.13M
COP icon
19
ConocoPhillips
COP
$147B
$22M 1.12%
353,597
-4,309
-1% -$279K
MMM icon
20
3M
MMM
$90.9B
$21.9M 1.11%
158,722
-1,575
-1% -$217K
TMO icon
21
Thermo Fisher Scientific
TMO
$213B
$21.7M 1.1%
161,463
-406
-0.3% -$52.3K
ORCL icon
22
Oracle
ORCL
$374B
$21.4M 1.08%
494,840
-1,584
-0.3% -$68.7K
QCOM icon
23
Qualcomm
QCOM
$155B
$21.3M 1.08%
307,103
+15,830
+5% +$1.12M
GPC icon
24
Genuine Parts
GPC
$17.1B
$20.3M 1.03%
218,277
-1,396
-0.6% -$135K
DD
25
DELISTED
Du Pont De Nemours E I
DD
$19M 0.97%
280,462
-743
-0.3% -$53K
1
2 3 4 5

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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.