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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
WPX
476
DELISTED
WPX Energy, Inc.
WPX
$119K 0.01%
10,267
-266
-3% -$4.25K
LAZ icon
477
Lazard
LAZ
$4.24B
$118K 0.01%
2,360
+100
+4% +$4.96K
LQD icon
478
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$116K 0.01%
970
-150
-13% -$17.9K
PEG icon
479
Public Service Enterprise Group
PEG
$37.5B
$115K 0.01%
2,778
+163
+6% +$6.56K
GLD icon
480
SPDR Gold Trust
GLD
$143B
$113K 0.01%
996
+201
+25% +$23.2K
MDY icon
481
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$112K 0.01%
425
– –
DIA icon
482
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$107K 0.01%
600
– –
RYN icon
483
Rayonier
RYN
$6.45B
$106K 0.01%
4,174
– –
BTO
484
John Hancock Financial Opportunities Fund
BTO
$809M
$104K 0.01%
4,400
– –
SNDK
485
DELISTED
SANDISK CORP
SNDK
$103K 0.01%
1,050
– –
RBS.PRH.CL
486
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$102K 0.01%
4,000
– –
VBK icon
487
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$101K 0.01%
800
-75
-9% -$9.21K
BIV icon
488
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$98K 0.01%
1,163
– –
SNI
489
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$97K ﹤0.01%
1,295
– –
FFC
490
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$94K ﹤0.01%
4,954
– –
SPSB icon
491
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$93K ﹤0.01%
3,055
– –
MOO icon
492
VanEck Agribusiness ETF
MOO
$978M
$92K ﹤0.01%
1,743
-200
-10% -$10.6K
DWX icon
493
State Street SPDR S&P International Dividend ETF
DWX
$528M
$91K ﹤0.01%
2,156
– –
OGE icon
494
OGE Energy
OGE
$9.57B
$90K ﹤0.01%
2,550
– –
IWO icon
495
iShares Russell 2000 Growth ETF
IWO
$14.9B
$89K ﹤0.01%
625
– –
OEF icon
496
iShares S&P 100 ETF
OEF
$20.4B
$88K ﹤0.01%
972
– –
APH icon
497
Amphenol
APH
$206B
$86K ﹤0.01%
6,400
– –
IJT icon
498
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$86K ﹤0.01%
1,400
– –
IXG icon
499
iShares Global Financials ETF
IXG
$696M
$86K ﹤0.01%
1,523
-75
-5% -$4.24K
RL icon
500
Ralph Lauren
RL
$23.7B
$83K ﹤0.01%
450
– –
18 19
20
21 22

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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.