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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
DD
26
DELISTED
Du Pont De Nemours E I
DD
$19.7M 1.01%
281,205
-9,622
-3% -$643K
USB icon
27
US Bancorp
USB
$99.6B
$19.4M 0.99%
431,586
-8,804
-2% -$379K
DFS
28
DELISTED
Discover Financial Services
DFS
$19M 0.97%
290,416
-9,476
-3% -$608K
STT icon
29
State Street
STT
$50.7B
$18.5M 0.94%
235,953
-10,912
-4% -$819K
COF icon
30
Capital One
COF
$134B
$18.4M 0.94%
222,826
-551
-0.2% -$44.8K
AGN
31
DELISTED
Allergan plc
AGN
$18.2M 0.93%
70,817
-5,615
-7% -$1.4M
ABT icon
32
Abbott
ABT
$187B
$17.4M 0.89%
387,444
-18,162
-4% -$791K
SLB icon
33
SLB Ltd
SLB
$75B
$17.4M 0.88%
203,171
+9,863
+5% +$907K
CSCO icon
34
Cisco
CSCO
$479B
$17.3M 0.88%
621,719
+11,806
+2% +$305K
CB
35
DELISTED
CHUBB CORPORATION
CB
$17.1M 0.87%
165,073
-3,999
-2% -$398K
PFE icon
36
Pfizer
PFE
$153B
$16.8M 0.85%
567,055
+27,311
+5% +$783K
PRU icon
37
Prudential Financial
PRU
$41.8B
$16.6M 0.85%
183,264
-21,289
-10% -$1.83M
UPS icon
38
United Parcel Service
UPS
$88.9B
$16.3M 0.83%
146,972
-2,017
-1% -$213K
COST icon
39
Costco
COST
$420B
$15.9M 0.81%
112,243
-8,725
-7% -$1.19M
MSI icon
40
Motorola Solutions
MSI
$77.4B
$15.5M 0.79%
231,676
-2,035
-0.9% -$130K
OMC icon
41
Omnicom Group
OMC
$23.4B
$15.5M 0.79%
200,324
-3,250
-2% -$237K
IBM icon
42
IBM
IBM
$224B
$15.5M 0.79%
100,825
+2,548
+3% +$405K
VZ icon
43
Verizon
VZ
$196B
$15.3M 0.78%
327,347
-18,899
-5% -$925K
PEP icon
44
PepsiCo
PEP
$190B
$15M 0.76%
158,319
-2,897
-2% -$278K
AMGN icon
45
Amgen
AMGN
$222B
$14.6M 0.75%
91,790
-9,851
-10% -$1.53M
T icon
46
AT&T
T
$163B
$14.1M 0.72%
557,126
-14,013
-2% -$364K
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.13T
$13.5M 0.69%
90,149
-13,722
-13% -$1.98M
TJX icon
48
TJX Companies
TJX
$178B
$13.5M 0.69%
393,528
-47,192
-11% -$1.5M
ITB icon
49
iShares US Home Construction ETF
ITB
$2.35B
$12.7M 0.65%
489,438
-17,408
-3% -$425K
CMI icon
50
Cummins
CMI
$88.7B
$12.4M 0.63%
85,811
+4,124
+5% +$583K
1
2
3 4 5

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SCC
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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.