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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
PRA
301
DELISTED
ProAssurance
PRA
$750K 0.04%
16,618
+453
+3% +$20.7K
EXPO icon
302
Exponent
EXPO
$3.28B
$749K 0.04%
36,304
+3,556
+11% +$69K
MAA icon
303
Mid-America Apartment Communities
MAA
$15.4B
$749K 0.04%
10,035
+635
+7% +$45.3K
JWN
304
DELISTED
Nordstrom
JWN
$747K 0.04%
9,415
+690
+8% +$50.7K
SLH
305
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$742K 0.04%
14,494
-758
-5% -$39.7K
LECO icon
306
Lincoln Electric
LECO
$15.1B
$738K 0.04%
10,681
+456
+4% +$31.8K
XLU icon
307
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$737K 0.04%
31,212
-70
-0.2% -$1.58K
COV
308
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$722K 0.04%
7,051
-417
-6% -$40K
IVZ icon
309
Invesco
IVZ
$14B
$720K 0.04%
18,243
+18,093
+12,062% +$713K
TT icon
310
Trane Technologies
TT
$105B
$718K 0.04%
11,323
+475
+4% +$29K
WBS icon
311
Webster Financial
WBS
$12.8B
$716K 0.04%
22,004
– –
AKAM icon
312
Akamai
AKAM
$16.9B
$704K 0.04%
11,172
+1,230
+12% +$74.2K
RBC icon
313
RBC Bearings
RBC
$17.6B
$694K 0.04%
10,754
+458
+4% +$27.8K
KS
314
DELISTED
KapStone Paper and Pack Corp.
KS
$693K 0.04%
23,672
+4,243
+22% +$123K
PNC icon
315
PNC Financial Services
PNC
$100B
$688K 0.04%
7,541
+68
+0.9% +$5.89K
TUP
316
DELISTED
Tupperware Brands Corporation
TUP
$687K 0.04%
10,902
-201
-2% -$13.1K
FNFG
317
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$682K 0.03%
80,863
-30,719
-28% -$247K
TYG
318
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$661K 0.03%
3,771
-252
-6% -$45.7K
MRSH
319
Marsh
MRSH
$91B
$646K 0.03%
11,300
-18
-0.2% -$987
DOC icon
320
Healthpeak Properties
DOC
$14.4B
$645K 0.03%
16,089
+933
+6% +$37K
XLV icon
321
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$640K 0.03%
9,357
– –
MINI
322
DELISTED
Mobile Mini Inc
MINI
$639K 0.03%
15,766
-812
-5% -$32.8K
NVO
323
Novo Nordisk
NVO
$211B
$631K 0.03%
29,840
-160
-0.5% -$3.57K
WBA
324
DELISTED
Walgreens Boots Alliance
WBA
$625K 0.03%
8,200
-26,557
-76% -$1.78M
IYH icon
325
iShares US Healthcare ETF
IYH
$3.77B
$622K 0.03%
21,570
-350
-2% -$9.86K
11 12
13
14 15

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BAM
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ACI
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ACM
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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.