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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
VGK icon
426
Vanguard FTSE Europe ETF
VGK
$31B
$230K 0.01%
4,382
-200
-4% -$10.7K
WPC icon
427
W.P. Carey
WPC
$16.1B
$230K 0.01%
3,355
– –
XNTK icon
428
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$227K 0.01%
4,450
-100
-2% -$4.87K
IEO icon
429
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$221K 0.01%
3,091
-100
-3% -$7.64K
LMT icon
430
Lockheed Martin
LMT
$139B
$219K 0.01%
1,139
+243
+27% +$45.1K
WDR
431
DELISTED
Waddell & Reed Financial, Inc.
WDR
$218K 0.01%
4,388
-5,104
-54% -$244K
PDCE
432
DELISTED
PDC Energy, Inc.
PDCE
$217K 0.01%
5,250
– –
HUM icon
433
Humana
HUM
$46.3B
$215K 0.01%
1,500
-500
-25% -$68.3K
GEN icon
434
Gen Digital
GEN
$17.5B
$214K 0.01%
8,351
-1,736
-17% -$43.2K
RPG icon
435
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$212K 0.01%
13,325
+1,000
+8% +$15.6K
ALL icon
436
Allstate
ALL
$68.2B
$209K 0.01%
2,972
– –
ALNY icon
437
Alnylam Pharmaceuticals
ALNY
$29B
$207K 0.01%
+2,130
New +$197K
BKT icon
438
BlackRock Income Trust
BKT
$342M
$203K 0.01%
10,571
+4
+0% +$77
SCHE icon
439
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$203K 0.01%
8,510
+1,500
+21% +$37.5K
EEP
440
DELISTED
Enbridge Energy Partners
EEP
$200K 0.01%
5,000
– –
CCEP icon
441
Coca-Cola Europacific Partners
CCEP
$46.9B
$199K 0.01%
4,500
– –
SPLS
442
DELISTED
Staples Inc
SPLS
$194K 0.01%
10,700
-1,500
-12% -$20.9K
AIG icon
443
American International
AIG
$40.7B
$193K 0.01%
3,438
-142
-4% -$7.62K
VLO icon
444
Valero Energy
VLO
$90.7B
$188K 0.01%
3,793
-14,735
-80% -$714K
IWP icon
445
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$187K 0.01%
4,008
– –
VWO icon
446
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$187K 0.01%
4,681
+4,413
+1,647% +$182K
MAT icon
447
Mattel
MAT
$4.21B
$186K 0.01%
6,016
-1,810
-23% -$55.7K
MCO icon
448
Moody's
MCO
$82.8B
$186K 0.01%
1,940
– –
DNKN
449
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$186K 0.01%
4,357
-9,252
-68% -$424K
NOC icon
450
Northrop Grumman
NOC
$82.1B
$177K 0.01%
1,200
– –
16 17
18
19 20

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SCC
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BAM
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ACI
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ACM
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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.