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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
ICF icon
451
iShares Select U.S. REIT ETF
ICF
$2.08B
$176K 0.01%
3,640
– –
IYK icon
452
iShares US Consumer Staples ETF
IYK
$1.43B
$174K 0.01%
4,974
– –
UBNK
453
DELISTED
United Financial Bancorp, Inc.
UBNK
$166K 0.01%
11,553
-1,008
-8% -$13.9K
WASH icon
454
Washington Trust Bancorp
WASH
$735M
$161K 0.01%
+4,000
New +$148K
CRC
455
DELISTED
California Resources Corporation
CRC
$159K 0.01%
+2,871
New +$173K
NE
456
DELISTED
Noble Corporation
NE
$157K 0.01%
9,502
-5,148
-35% -$98.1K
GGG icon
457
Graco
GGG
$13.5B
$152K 0.01%
5,697
-288
-5% -$7.4K
IYE icon
458
iShares US Energy ETF
IYE
$1.78B
$152K 0.01%
3,400
-800
-19% -$37.7K
IYJ icon
459
iShares US Industrials ETF
IYJ
$1.94B
$152K 0.01%
2,860
– –
DNB
460
DELISTED
Dun & Bradstreet
DNB
$152K 0.01%
1,260
– –
CXT icon
461
Crane NXT
CXT
$2.96B
$147K 0.01%
7,197
– –
PBI icon
462
Pitney Bowes
PBI
$2.33B
$147K 0.01%
6,032
– –
WU icon
463
Western Union
WU
$2.19B
$147K 0.01%
8,220
-300
-4% -$5.2K
EPP icon
464
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$146K 0.01%
3,332
-300
-8% -$13.9K
CMG icon
465
Chipotle Mexican Grill
CMG
$40.7B
$144K 0.01%
10,500
+750
+8% +$9.81K
UNM icon
466
Unum
UNM
$14.5B
$143K 0.01%
4,100
– –
ESRT icon
467
Empire State Realty Trust
ESRT
$802M
$142K 0.01%
8,059
– –
IXC icon
468
iShares Global Energy ETF
IXC
$2.72B
$140K 0.01%
3,771
-1,500
-28% -$59.6K
BCS.PRC
469
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$140K 0.01%
5,400
-1,000
-16% -$25.8K
KEYS icon
470
Keysight
KEYS
$57.3B
$139K 0.01%
+4,128
New +$135K
HUB.A
471
DELISTED
HUBBELL INC CL-A
HUB.A
$133K 0.01%
1,200
– –
VNQ icon
472
Vanguard Real Estate ETF
VNQ
$38.6B
$130K 0.01%
1,599
+1,399
+700% +$110K
IGM icon
473
iShares Expanded Tech Sector ETF
IGM
$10.8B
$128K 0.01%
7,530
– –
VEU icon
474
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$124K 0.01%
+2,653
New +$127K
DNP icon
475
DNP Select Income Fund
DNP
$4.09B
$122K 0.01%
11,585
– –
17 18
19
20 21

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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.