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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
URBN icon
351
Urban Outfitters
URBN
$6.81B
$501K 0.03%
14,274
+1,378
+11% +$44.7K
XLI icon
352
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$501K 0.03%
8,860
– –
QQQ icon
353
Invesco QQQ Trust
QQQ
$479B
$493K 0.03%
4,774
-500
-9% -$50.6K
GMCR
354
DELISTED
KEURIG GREEN MTN INC
GMCR
$490K 0.03%
3,700
-125
-3% -$17.7K
XLY icon
355
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$488K 0.02%
13,536
– –
UMPQ
356
DELISTED
Umpqua Holdings Corp
UMPQ
$487K 0.02%
28,643
-1,073
-4% -$18.2K
DCI icon
357
Donaldson
DCI
$11.2B
$486K 0.02%
12,580
-563
-4% -$22.4K
GHL
358
DELISTED
Greenhill & Co., Inc.
GHL
$483K 0.02%
11,067
+216
+2% +$9.6K
AVB icon
359
AvalonBay Communities
AVB
$26.3B
$480K 0.02%
2,941
– –
IJH icon
360
iShares Core S&P Mid-Cap ETF
IJH
$127B
$479K 0.02%
16,545
-250
-1% -$7.02K
AVT icon
361
Avnet
AVT
$7.99B
$476K 0.02%
11,065
– –
ICUI icon
362
ICU Medical
ICUI
$4.56B
$474K 0.02%
5,788
-26
-0.4% -$1.99K
TEG
363
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$462K 0.02%
5,938
– –
CPB icon
364
Campbell Soup
CPB
$6.69B
$453K 0.02%
10,315
-50
-0.5% -$2.19K
TXT icon
365
Textron
TXT
$15.3B
$450K 0.02%
10,687
-290
-3% -$11.6K
WST icon
366
West Pharmaceutical
WST
$24.8B
$447K 0.02%
8,403
+3,141
+60% +$157K
DORM icon
367
Dorman Products
DORM
$3.95B
$434K 0.02%
8,982
+2,132
+31% +$98.8K
ABB
368
DELISTED
ABB Ltd
ABB
$432K 0.02%
20,450
-2,550
-11% -$55.2K
SHY icon
369
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$427K 0.02%
5,057
-450
-8% -$38.1K
BHP icon
370
BHP
BHP
$230B
$419K 0.02%
10,464
-3,885
-27% -$179K
NI icon
371
NiSource
NI
$20B
$415K 0.02%
24,867
-58,446
-70% -$951K
IJK icon
372
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$410K 0.02%
10,268
-440
-4% -$17.1K
EW icon
373
Edwards Lifesciences
EW
$53B
$400K 0.02%
18,840
– –
PARA
374
DELISTED
Paramount Global Class B
PARA
$396K 0.02%
7,153
+100
+1% +$5.33K
GVI icon
375
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$393K 0.02%
3,556
+1,214
+52% +$135K
13 14
15
16 17

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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.