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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
AIRM
326
DELISTED
Air Methods Corp
AIRM
$616K 0.03%
13,999
-1,253
-8% -$58.6K
K
327
DELISTED
Kellanova
K
$614K 0.03%
9,983
+69
+0.7% +$4.14K
SSNC icon
328
SS&C Technologies
SSNC
$18.7B
$604K 0.03%
20,656
+5,180
+33% +$128K
POWI icon
329
Power Integrations
POWI
$3.46B
$600K 0.03%
23,180
+202
+0.9% +$5.14K
SPY icon
330
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$600K 0.03%
2,920
+1,598
+121% +$321K
MAR icon
331
Marriott International
MAR
$90.9B
$596K 0.03%
7,638
+175
+2% +$12.9K
IWF icon
332
iShares Russell 1000 Growth ETF
IWF
$127B
$589K 0.03%
24,652
-7,600
-24% -$178K
SPN
333
DELISTED
Superior Energy Services, Inc.
SPN
$589K 0.03%
2,924
+272
+10% +$63.7K
PRLB icon
334
Protolabs
PRLB
$2.14B
$580K 0.03%
8,634
+922
+12% +$60.6K
GG
335
DELISTED
Goldcorp Inc
GG
$579K 0.03%
31,259
-3,864
-11% -$79.2K
RMD icon
336
ResMed
RMD
$31.9B
$574K 0.03%
10,240
-8,118
-44% -$424K
ADM icon
337
Archer Daniels Midland
ADM
$38.8B
$570K 0.03%
10,967
+329
+3% +$16.4K
CTRX
338
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$569K 0.03%
10,990
– –
YUM icon
339
Yum! Brands
YUM
$39.7B
$566K 0.03%
10,809
-1,231
-10% -$64.1K
NVDA icon
340
NVIDIA
NVDA
$5.27T
$564K 0.03%
1,124,400
+27,440
+3% +$13.4K
MU icon
341
Micron Technology
MU
$972B
$562K 0.03%
16,050
-3,050
-16% -$101K
PH icon
342
Parker-Hannifin
PH
$134B
$554K 0.03%
4,296
+2,021
+89% +$248K
AA icon
343
Alcoa
AA
$13.6B
$537K 0.03%
14,166
+1,608
+13% +$62.3K
HIBB
344
DELISTED
Hibbett, Inc. Common Stock
HIBB
$534K 0.03%
11,026
-321
-3% -$14.9K
SIAL
345
DELISTED
SIGMA - ALDRICH CORP
SIAL
$522K 0.03%
3,800
– –
POR icon
346
Portland General Electric
POR
$5.66B
$515K 0.03%
+13,613
New +$493K
IBKC
347
DELISTED
IBERIABANK Corp
IBKC
$511K 0.03%
7,875
+2
+0% +$130
CLH icon
348
Clean Harbors
CLH
$16.4B
$509K 0.03%
10,593
+355
+3% +$17.3K
RFG icon
349
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$502K 0.03%
20,625
-375
-2% -$9.06K
PIR
350
DELISTED
Pier 1 Imports, Inc.
PIR
$502K 0.03%
1,631
+67
+4% +$17.8K
12 13
14
15 16

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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.