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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
MRO
276
DELISTED
Marathon Oil Corporation
MRO
$880K 0.04%
31,115
-13,087
-30% -$416K
MKC icon
277
McCormick & Company Non-Voting
MKC
$14.3B
$879K 0.04%
23,658
-512
-2% -$18.3K
BLKB icon
278
Blackbaud
BLKB
$2.09B
$874K 0.04%
20,208
+113
+0.6% +$4.77K
IYR icon
279
iShares US Real Estate ETF
IYR
$4.52B
$855K 0.04%
11,130
– –
EFA icon
280
iShares MSCI EAFE ETF
EFA
$79.8B
$853K 0.04%
14,026
-2,385
-15% -$149K
ATR icon
281
AptarGroup
ATR
$8.5B
$851K 0.04%
12,732
-770
-6% -$48.8K
LSTR icon
282
Landstar System
LSTR
$6.05B
$851K 0.04%
+11,736
New +$872K
FFIV icon
283
F5
FFIV
$23.2B
$846K 0.04%
6,485
+64
+1% +$7.98K
PBCT
284
DELISTED
People's United Financial Inc
PBCT
$832K 0.04%
54,818
-24,586
-31% -$360K
JBHT icon
285
JB Hunt Transport Services
JBHT
$25B
$817K 0.04%
9,699
+1,079
+13% +$85.9K
INVX
286
Innovex International
INVX
$2.04B
$810K 0.04%
10,552
-695
-6% -$57.9K
IXJ icon
287
iShares Global Healthcare ETF
IXJ
$4.24B
$791K 0.04%
15,888
– –
WHR icon
288
Whirlpool
WHR
$2.75B
$790K 0.04%
4,077
-230
-5% -$39.5K
CATM
289
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$784K 0.04%
20,331
-2,700
-12% -$100K
NDSN icon
290
Nordson
NDSN
$17.2B
$783K 0.04%
10,054
+477
+5% +$36.2K
IYM icon
291
iShares US Basic Materials ETF
IYM
$1.03B
$778K 0.04%
9,435
-5,300
-36% -$441K
BABA icon
292
Alibaba
BABA
$317B
$777K 0.04%
7,475
+2,450
+49% +$251K
ROK icon
293
Rockwell Automation
ROK
$48.3B
$774K 0.04%
6,959
+154
+2% +$16.9K
ADI icon
294
Analog Devices
ADI
$187B
$766K 0.04%
13,810
-12,653
-48% -$646K
RBA icon
295
RB Global
RBA
$17.4B
$765K 0.04%
28,466
+39
+0.1% +$967
SLGN icon
296
Silgan Holdings
SLGN
$4.35B
$765K 0.04%
+28,546
New +$717K
CME icon
297
CME Group
CME
$94.8B
$756K 0.04%
8,529
-157
-2% -$13.3K
CIEN icon
298
Ciena
CIEN
$54.9B
$753K 0.04%
38,800
-250
-0.6% -$4.17K
NHI icon
299
National Health Investors
NHI
$3.59B
$752K 0.04%
10,752
+173
+2% +$11.2K
CEB
300
DELISTED
CEB Inc.
CEB
$751K 0.04%
10,361
+366
+4% +$25.1K
10 11
12
13 14

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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.