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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
PCL
251
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$992K 0.05%
23,167
-1,579
-6% -$64.9K
CVSA
252
Covista Inc
CVSA
$4.38B
$988K 0.05%
20,815
+870
+4% +$40.9K
KEX icon
253
Kirby Corp
KEX
$7B
$983K 0.05%
12,175
-771
-6% -$76.4K
TAP icon
254
Molson Coors Class B
TAP
$7.93B
$979K 0.05%
13,136
-4,858
-27% -$360K
MA icon
255
Mastercard
MA
$493B
$977K 0.05%
11,335
+595
+6% +$48.6K
MS icon
256
Morgan Stanley
MS
$338B
$973K 0.05%
25,070
+284
+1% +$10.1K
TROW icon
257
T. Rowe Price
TROW
$24.3B
$967K 0.05%
11,251
-221
-2% -$18K
ZBRA icon
258
Zebra Technologies
ZBRA
$17.9B
$967K 0.05%
12,486
-1,647
-12% -$119K
CMP icon
259
Compass Minerals
CMP
$1.13B
$962K 0.05%
11,074
+123
+1% +$10.5K
RYL
260
DELISTED
RYLAND GROUP INC
RYL
$954K 0.05%
24,729
-22
-0.1% -$798
AMLP icon
261
Alerian MLP ETF
AMLP
$13.3B
$952K 0.05%
10,869
+165
+2% +$15K
SYK icon
262
Stryker
SYK
$133B
$949K 0.05%
10,051
-627
-6% -$55.6K
XLE icon
263
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$947K 0.05%
23,916
-4,000
-14% -$166K
WAT icon
264
Waters Corp
WAT
$40.4B
$945K 0.05%
8,376
-466
-5% -$51K
GBCI icon
265
Glacier Bancorp
GBCI
$6.35B
$930K 0.05%
33,487
-431
-1% -$11.7K
STE icon
266
Steris
STE
$23.3B
$930K 0.05%
14,345
+324
+2% +$20K
STR
267
DELISTED
QUESTAR CORP
STR
$922K 0.05%
36,468
-683
-2% -$16.3K
FRC
268
DELISTED
First Republic Bank
FRC
$918K 0.05%
17,601
-552
-3% -$27.8K
TSCO icon
269
Tractor Supply
TSCO
$18B
$915K 0.05%
58,065
-2,535
-4% -$36.3K
PSMT icon
270
Pricesmart
PSMT
$5.21B
$913K 0.05%
10,010
+266
+3% +$24.1K
GD icon
271
General Dynamics
GD
$107B
$908K 0.05%
6,599
– –
XLB icon
272
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$906K 0.05%
37,294
-540
-1% -$13.1K
TEVA icon
273
Teva Pharmaceuticals
TEVA
$42.1B
$901K 0.05%
15,670
+255
+2% +$14.2K
HTLD icon
274
Heartland Express
HTLD
$911M
$889K 0.05%
32,926
+651
+2% +$16.5K
CPHD
275
DELISTED
Cepheid Inc
CPHD
$887K 0.05%
16,375
-1,557
-9% -$78.7K
9 10
11
12 13

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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.