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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
TEF
501
DELISTED
Telefonica
TEF
$83K ﹤0.01%
7,752
-1
-0% -$11
VHT icon
502
Vanguard Health Care ETF
VHT
$19B
$83K ﹤0.01%
663
– –
BPL
503
DELISTED
Buckeye Partners, L.P.
BPL
$83K ﹤0.01%
1,100
– –
HYD icon
504
VanEck High Yield Muni ETF
HYD
$4.4B
$81K ﹤0.01%
1,319
– –
IWN icon
505
iShares Russell 2000 Value ETF
IWN
$14.5B
$81K ﹤0.01%
800
– –
PXLC
506
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$81K ﹤0.01%
1,996
– –
UGI icon
507
UGI
UGI
$7.29B
$80K ﹤0.01%
2,100
– –
TWTR
508
DELISTED
Twitter, Inc.
TWTR
$80K ﹤0.01%
2,225
-150
-6% -$6.38K
ESI icon
509
Element Solutions
ESI
$9.08B
$79K ﹤0.01%
3,400
+400
+13% +$9.89K
SCG
510
DELISTED
Scana
SCG
$79K ﹤0.01%
1,300
– –
AMAT icon
511
Applied Materials
AMAT
$415B
$77K ﹤0.01%
3,100
-1,000
-24% -$22.6K
BBWI icon
512
Bath & Body Works
BBWI
$3.89B
$76K ﹤0.01%
1,082
+247
+30% +$15.2K
L icon
513
Loews
L
$23.3B
$76K ﹤0.01%
1,800
– –
VEA icon
514
Vanguard FTSE Developed Markets ETF
VEA
$236B
$75K ﹤0.01%
1,968
-300
-13% -$11.6K
ACG
515
DELISTED
AllianceBernstein Income Fund Inc
ACG
$75K ﹤0.01%
10,080
+80
+0.8% +$603
PCEF icon
516
Invesco CEF Income Composite ETF
PCEF
$817M
$73K ﹤0.01%
3,081
– –
STX icon
517
Seagate
STX
$182B
$73K ﹤0.01%
1,098
– –
FXH icon
518
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$72K ﹤0.01%
1,200
-400
-25% -$23.3K
IXP icon
519
iShares Global Comm Services ETF
IXP
$571M
$72K ﹤0.01%
1,200
– –
THRM icon
520
Gentherm
THRM
$1.27B
$71K ﹤0.01%
1,950
– –
APO icon
521
Apollo Global Management
APO
$76B
$69K ﹤0.01%
2,925
– –
NYT icon
522
New York Times
NYT
$10.5B
$69K ﹤0.01%
5,188
-200
-4% -$2.57K
MHFI
523
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$69K ﹤0.01%
780
+180
+30% +$15.8K
FMSA
524
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
$69K ﹤0.01%
+10,009
New +$110K
ELV icon
525
Elevance Health
ELV
$86.2B
$67K ﹤0.01%
534
– –
19 20
21
22 23

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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.