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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
SCHF icon
551
Schwab International Equity ETF
SCHF
$68.3B
$53K ﹤0.01%
3,700
+800
+28% +$12.1K
NS
552
DELISTED
NuStar Energy L.P.
NS
$53K ﹤0.01%
925
– –
WIN
553
DELISTED
Windstream Holdings Inc
WIN
$52K ﹤0.01%
802
– –
MYD
554
DELISTED
BlackRock MuniYield Fund
MYD
$50K ﹤0.01%
3,419
– –
IJR icon
555
iShares Core S&P Small-Cap ETF
IJR
$112B
$49K ﹤0.01%
862
-100
-10% -$5.46K
BRCM
556
DELISTED
BROADCOM CORP CL-A
BRCM
$49K ﹤0.01%
1,120
+500
+81% +$20.5K
GDX icon
557
VanEck Gold Miners ETF
GDX
$27.6B
$48K ﹤0.01%
2,605
-625
-19% -$12.1K
SJM icon
558
J.M. Smucker
SJM
$12.6B
$48K ﹤0.01%
472
-172
-27% -$17.4K
TIME
559
DELISTED
Time Inc.
TIME
$46K ﹤0.01%
1,873
-62
-3% -$1.4K
BR icon
560
Broadridge
BR
$19.8B
$45K ﹤0.01%
972
– –
INTU icon
561
Intuit
INTU
$91.5B
$45K ﹤0.01%
490
– –
LULU icon
562
lululemon athletica
LULU
$14.5B
$45K ﹤0.01%
800
-500
-38% -$22.8K
DBC icon
563
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$44K ﹤0.01%
2,385
+510
+27% +$10.8K
ICE icon
564
Intercontinental Exchange
ICE
$84.5B
$44K ﹤0.01%
1,010
– –
NIO
565
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$44K ﹤0.01%
3,000
– –
CCI icon
566
Crown Castle
CCI
$31.3B
$42K ﹤0.01%
533
– –
PFF icon
567
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
– –
CF icon
568
CF Industries
CF
$18.4B
$41K ﹤0.01%
750
– –
PETM
569
DELISTED
PETSMART INC
PETM
$41K ﹤0.01%
500
-8,760
-95% -$649K
VBR icon
570
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$40K ﹤0.01%
377
– –
VTI icon
571
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$40K ﹤0.01%
376
– –
DAL icon
572
Delta Air Lines
DAL
$58.7B
$39K ﹤0.01%
800
-9
-1% -$379
HOLX
573
DELISTED
Hologic
HOLX
$39K ﹤0.01%
1,445
+695
+93% +$17.9K
SPXC icon
574
SPX Corp
SPXC
$10.6B
$39K ﹤0.01%
1,787
– –
VMC icon
575
Vulcan Materials
VMC
$37B
$39K ﹤0.01%
600
– –
21 22
23
24 25

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BAM
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ACI
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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.