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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
HP icon
401
Helmerich & Payne
HP
$4.18B
$285K 0.01%
4,225
-418
-9% -$32.6K
IP icon
402
International Paper
IP
$21.9B
$279K 0.01%
5,503
+223
+4% +$10.9K
TD icon
403
Toronto Dominion Bank
TD
$200B
$279K 0.01%
5,838
+438
+8% +$21.1K
VIG icon
404
Vanguard Dividend Appreciation ETF
VIG
$114B
$271K 0.01%
3,339
+590
+21% +$46.7K
FIS icon
405
Fidelity National Information Services
FIS
$21.9B
$267K 0.01%
4,300
– –
BEN icon
406
Franklin Resources
BEN
$17B
$264K 0.01%
4,775
– –
HUB.B
407
DELISTED
HUBBELL INC CL-B
HUB.B
$264K 0.01%
2,474
– –
ETP
408
DELISTED
Energy Transfer Partners L.p.
ETP
$260K 0.01%
4,000
-31
-0.8% -$1.98K
GPOR
409
DELISTED
Gulfport Energy Corp.
GPOR
$258K 0.01%
6,181
-10,038
-62% -$470K
AMP icon
410
Ameriprise Financial
AMP
$49.2B
$257K 0.01%
1,945
-500
-20% -$63.3K
EFX icon
411
Equifax
EFX
$21.3B
$251K 0.01%
3,100
– –
SRE icon
412
Sempra
SRE
$55.1B
$251K 0.01%
4,504
+3,838
+576% +$209K
DRI icon
413
Darden Restaurants
DRI
$24.9B
$249K 0.01%
4,751
+3,923
+474% +$190K
CHEF icon
414
Chefs' Warehouse
CHEF
$4.44B
$247K 0.01%
10,718
-6,133
-36% -$108K
PBA icon
415
Pembina Pipeline
PBA
$27.8B
$246K 0.01%
6,749
– –
ET icon
416
Energy Transfer Partners
ET
$70.9B
$243K 0.01%
+8,480
New +$244K
TWC
417
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$243K 0.01%
1,600
– –
CGNX icon
418
Cognex
CGNX
$10.8B
$237K 0.01%
+11,474
New +$228K
HIG icon
419
Hartford Financial Services
HIG
$38.7B
$237K 0.01%
5,673
-2,075
-27% -$82.1K
MUB icon
420
iShares National Muni Bond ETF
MUB
$45.8B
$237K 0.01%
2,150
– –
NGVC icon
421
Vitamin Cottage Natural Grocers
NGVC
$605M
$237K 0.01%
+8,405
New +$175K
BALL icon
422
Ball Corp
BALL
$16.6B
$233K 0.01%
6,854
-980
-13% -$32.3K
HES
423
DELISTED
Hess
HES
$233K 0.01%
3,150
– –
CBI
424
DELISTED
Chicago Bridge & Iron Nv
CBI
$232K 0.01%
5,520
-2,800
-34% -$138K
MDXG icon
425
MiMedx Group
MDXG
$622M
$231K 0.01%
20,000
– –
15 16
17
18 19

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.