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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
COR icon
376
Cencora
COR
$62B
$392K 0.02%
4,350
+150
+4% +$12.9K
DVN icon
377
Devon Energy
DVN
$49.9B
$387K 0.02%
6,329
-700
-10% -$42.4K
HPQ icon
378
HP
HPQ
$27.3B
$387K 0.02%
21,232
+17,746
+509% +$297K
BX icon
379
Blackstone
BX
$113B
$380K 0.02%
11,438
+453
+4% +$14.2K
A icon
380
Agilent Technologies
A
$42B
$379K 0.02%
9,256
-1,307
-12% -$52.7K
ES icon
381
Eversource Energy
ES
$26.8B
$377K 0.02%
7,030
-1,128
-14% -$56.2K
GM icon
382
General Motors
GM
$77.2B
$377K 0.02%
10,800
-1,593
-13% -$50.9K
RVT icon
383
Royce Value Trust
RVT
$2.29B
$377K 0.02%
26,306
+402
+2% +$5.92K
SLF icon
384
Sun Life Financial
SLF
$45.8B
$374K 0.02%
10,385
– –
UIL
385
DELISTED
UIL HOLDINGS
UIL
$362K 0.02%
8,336
-3,724
-31% -$151K
NUE icon
386
Nucor
NUE
$62.5B
$359K 0.02%
7,319
-1,843
-20% -$95.9K
QEP
387
DELISTED
QEP RESOURCES, INC.
QEP
$358K 0.02%
17,709
-430
-2% -$10K
EMN icon
388
Eastman Chemical
EMN
$8.39B
$349K 0.02%
4,595
-65
-1% -$5.14K
VGT icon
389
Vanguard Information Technology ETF
VGT
$147B
$348K 0.02%
26,616
– –
AB icon
390
AllianceBernstein
AB
$3.45B
$347K 0.02%
13,423
+11,498
+597% +$295K
SCL icon
391
Stepan Co
SCL
$1.47B
$347K 0.02%
8,663
+26
+0.3% +$1.1K
APAM icon
392
Artisan Partners
APAM
$3B
$344K 0.02%
6,803
+2,011
+42% +$100K
APC
393
DELISTED
Anadarko Petroleum
APC
$341K 0.02%
4,128
-300
-7% -$26.1K
DVY icon
394
iShares Select Dividend ETF
DVY
$23.6B
$335K 0.02%
4,225
+100
+2% +$7.72K
TER icon
395
Teradyne
TER
$57.1B
$317K 0.02%
16,000
– –
ROSE
396
DELISTED
ROSETTA RESOURCES INC
ROSE
$308K 0.02%
13,807
+7,926
+135% +$257K
XEL icon
397
Xcel Energy
XEL
$48B
$305K 0.02%
8,504
-860
-9% -$28.9K
MN
398
DELISTED
MANNING & NAPIER, INC.
MN
$301K 0.02%
21,760
-1,037
-5% -$15.7K
TTE icon
399
TotalEnergies
TTE
$195B
$289K 0.01%
3,577,871,142
+1,206,771,339
+51% +$121K
ZTS icon
400
Zoetis
ZTS
$30.9B
$286K 0.01%
6,650
+1,500
+29% +$60.9K
14 15
16
17 18

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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.