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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
+5.24%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.96B
AUM Growth
+$75.6M
Cap. Flow
-$5.15M
Cap. Flow %
-0.26%
Top 10 Hldgs %
20.65%
Holding
851
New
39
Increased
200
Reduced
280
Closed
29

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$13.2M
2
WFM
Whole Foods Market Inc
WFM
+$5.96M
3
KMI icon
Kinder Morgan
KMI
+$4.95M
4
MET icon
MetLife
MET
+$4.25M
5
SPG icon
Simon Property Group
SPG
+$2.83M

Top Sells

Rank Stock Value
1
PM icon
Philip Morris
PM
+$3.71M
2
AAPL icon
Apple
AAPL
+$3.1M
3
PPL
PPL Corp
PPL
+$3.02M
4
KR icon
Kroger
KR
+$2.85M
5
CVX icon
Chevron
CVX
+$2.46M

Sector Composition

Rank Sector Weight
1 Healthcare 15.74%
2 Technology 15.5%
3 Financials 14.15%
4 Industrials 11.84%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NWL icon
226
Newell Brands
NWL
$2.51B
$1.27M 0.06%
33,262
+1,876
+6% +$66.2K
XLP icon
227
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.27M 0.06%
26,100
-2,236
-8% -$106K
SCHW
228
Charles Schwab
SCHW
$188B
$1.25M 0.06%
41,300
-2,400
-5% -$68.2K
KSS icon
229
Kohl's
KSS
$2.16B
$1.22M 0.06%
19,950
+2,600
+15% +$150K
CLB icon
230
Core Laboratories
CLB
$561M
$1.21M 0.06%
+10,023
New +$1.32M
ED icon
231
Consolidated Edison
ED
$39.3B
$1.19M 0.06%
18,051
-305
-2% -$19.1K
CSGP icon
232
CoStar Group
CSGP
$12.8B
$1.19M 0.06%
64,580
+7,050
+12% +$114K
C icon
233
Citigroup
C
$227B
$1.18M 0.06%
21,746
+63
+0.3% +$3.35K
RSP icon
234
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.18M 0.06%
14,693
– –
WY icon
235
Weyerhaeuser
WY
$18.2B
$1.17M 0.06%
32,598
-2,033
-6% -$69.8K
VFC icon
236
VF Corp
VFC
$5.86B
$1.15M 0.06%
16,309
-797
-5% -$52.7K
SBUX icon
237
Starbucks
SBUX
$119B
$1.14M 0.06%
27,762
-748
-3% -$29.2K
FNF icon
238
Fidelity National Financial
FNF
$12.9B
$1.11M 0.06%
46,364
+11,214
+32% +$238K
TTC icon
239
Toro Company
TTC
$9.4B
$1.11M 0.06%
34,742
+112
+0.3% +$3.46K
CDK
240
DELISTED
CDK Global, Inc.
CDK
$1.09M 0.06%
+26,646
New +$944K
ANSS
241
DELISTED
Ansys
ANSS
$1.05M 0.05%
12,867
+367
+3% +$29.1K
GPI icon
242
Group 1 Automotive
GPI
$3.16B
$1.05M 0.05%
11,701
+368
+3% +$30.9K
STI
243
DELISTED
SunTrust Banks, Inc.
STI
$1.05M 0.05%
24,954
+19,649
+370% +$770K
LYB icon
244
LyondellBasell Industries
LYB
$20.2B
$1.04M 0.05%
13,150
+2,534
+24% +$220K
RDS.A
245
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.04M 0.05%
16,596
-1,015
-6% -$65.6K
CERN
246
DELISTED
Cerner Corp
CERN
$1.03M 0.05%
15,877
+300
+2% +$18.7K
LHX icon
247
L3Harris
LHX
$54B
$1.02M 0.05%
14,188
-713
-5% -$49.3K
ACC
248
DELISTED
American Campus Communities, Inc.
ACC
$1.02M 0.05%
24,575
+1,166
+5% +$45.9K
EEM icon
249
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$1.01M 0.05%
25,815
+2,000
+8% +$81.3K
CINF icon
250
Cincinnati Financial
CINF
$26.7B
$1M 0.05%
19,315
-36,119
-65% -$1.81M
8 9
10
11 12

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BAM
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ACI
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People's United Financial's Q4 2014 Portfolio in Review

As of Q4 2014, People's United Financial held 851 positions worth $1.96B, up 4% from $1.89B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q4 2014 filing shows 39 new, 200 increased, 280 reduced and 29 closed positions. Its largest new stake was Perrigo: 15,922 shares worth $2.66M. The largest sale was Philip Morris, an estimated $3.71M.

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

  • People's United Financial's largest Q4 2014 buy was Perrigo: 15,922 shares worth $2.66M.
  • People's United Financial added most to McDonald's in Q4 2014, an estimated $13.2M increase.
  • People's United Financial's biggest Q4 2014 reduction was Philip Morris, cutting an estimated $3.71M.
  • People's United Financial fully exited KINDER MORGAN ENER PNTRS L.P. in Q4 2014, selling an estimated $1.58M.
  • People's United Financial's ten largest holdings make up 21% of its $1.96B portfolio in Q4 2014.
  • People's United Financial opened 39 new positions and closed 29 in Q4 2014.
  • People's United Financial's portfolio value rose 4% quarter-over-quarter to $1.96B.

Based on People's United Financial's 13F filing for Q4 2014, filed 6 Feb 2015.