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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
FAST icon
526
Fastenal
FAST
$60.5B
$67K ﹤0.01%
5,616
– –
AZO icon
527
AutoZone
AZO
$50.4B
$66K ﹤0.01%
106
– –
IDA icon
528
Idacorp
IDA
$8.06B
$66K ﹤0.01%
1,000
-1,600
-62% -$98.1K
MBB icon
529
iShares MBS ETF
MBB
$39B
$66K ﹤0.01%
605
– –
AVNS
530
DELISTED
Avanos Medical
AVNS
$65K ﹤0.01%
+1,422
New +$55.9K
SVC
531
Service Properties Trust
SVC
$1.05B
$65K ﹤0.01%
423
– –
HAIN icon
532
Hain Celestial
HAIN
$53.4M
$63K ﹤0.01%
1,080
-300
-22% -$16.2K
OKS
533
DELISTED
Oneok Partners LP
OKS
$63K ﹤0.01%
1,600
– –
ALLE icon
534
Allegion
ALLE
$14.3B
$62K ﹤0.01%
1,119
– –
EVT icon
535
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$62K ﹤0.01%
3,000
– –
PCG icon
536
PG&E
PCG
$37.7B
$62K ﹤0.01%
1,166
– –
SDY icon
537
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$62K ﹤0.01%
785
– –
EQT icon
538
EQT Corp
EQT
$33.7B
$61K ﹤0.01%
1,470
– –
EIX icon
539
Edison International
EIX
$26.3B
$59K ﹤0.01%
900
– –
PWB icon
540
Invesco Large Cap Growth ETF
PWB
$2.41B
$59K ﹤0.01%
2,000
– –
BHC icon
541
Bausch Health
BHC
$2.31B
$57K ﹤0.01%
400
– –
LLL
542
DELISTED
L3 Technologies, Inc.
LLL
$57K ﹤0.01%
450
+100
+29% +$12K
CAVM
543
DELISTED
Cavium, Inc.
CAVM
$56K ﹤0.01%
900
-1,000
-53% -$52.9K
TYC
544
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$56K ﹤0.01%
1,229
-287
-19% -$12.8K
NLY icon
545
Annaly Capital Management
NLY
$17.3B
$55K ﹤0.01%
1,275
– –
CHK
546
DELISTED
Chesapeake Energy Corporation
CHK
$55K ﹤0.01%
14
– –
HOT
547
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$55K ﹤0.01%
683
– –
AMZN icon
548
Amazon
AMZN
$2.96T
$54K ﹤0.01%
3,460
+2,800
+424% +$43.6K
B
549
Barrick Mining
B
$68.1B
$54K ﹤0.01%
5,000
-500
-9% -$6.17K
IJJ icon
550
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.05B
$54K ﹤0.01%
840
– –
20 21
22
23 24

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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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.