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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
HSP
576
DELISTED
HOSPIRA INC
HSP
$39K ﹤0.01%
630
– –
BKN
577
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$38K ﹤0.01%
2,289
– –
IWC icon
578
iShares Micro-Cap ETF
IWC
$1.49B
$38K ﹤0.01%
500
– –
COL
579
DELISTED
Rockwell Collins
COL
$38K ﹤0.01%
448
– –
TFI icon
580
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$37K ﹤0.01%
775
– –
TR icon
581
Tootsie Roll Industries
TR
$2.97B
$37K ﹤0.01%
1,711
– –
XYL icon
582
Xylem
XYL
$28.3B
$37K ﹤0.01%
972
– –
FTR
583
DELISTED
Frontier Communications Corp.
FTR
$37K ﹤0.01%
371
– –
CGW icon
584
Invesco S&P Global Water Index ETF
CGW
$1.07B
$36K ﹤0.01%
+1,291
New +$36.1K
HQH
585
abrdn Healthcare Investors
HQH
$1.33B
$36K ﹤0.01%
1,170
– –
IYC icon
586
iShares US Consumer Discretionary ETF
IYC
$1.23B
$36K ﹤0.01%
1,036
– –
CTWS
587
DELISTED
Connecticut Water Service Inc
CTWS
$36K ﹤0.01%
985
– –
DKS icon
588
Dick's Sporting Goods
DKS
$19.2B
$35K ﹤0.01%
700
– –
EWZ icon
589
iShares MSCI Brazil ETF
EWZ
$8.91B
$35K ﹤0.01%
950
– –
NFG icon
590
National Fuel Gas
NFG
$7.78B
$35K ﹤0.01%
497
+102
+26% +$7.04K
BPT
591
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$34K ﹤0.01%
500
– –
TOL icon
592
Toll Brothers
TOL
$14B
$34K ﹤0.01%
1,000
– –
CRM icon
593
Salesforce
CRM
$162B
$33K ﹤0.01%
550
-75
-12% -$4.42K
STJ
594
DELISTED
St Jude Medical
STJ
$33K ﹤0.01%
500
– –
HTO
595
H2O America
HTO
$2.56B
$32K ﹤0.01%
1,000
– –
TBT icon
596
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$32K ﹤0.01%
687
– –
UL icon
597
Unilever
UL
$135B
$32K ﹤0.01%
711
– –
HOG icon
598
Harley-Davidson
HOG
$2.72B
$31K ﹤0.01%
471
– –
IONS icon
599
Ionis Pharmaceuticals
IONS
$9.46B
$31K ﹤0.01%
500
– –
SNY icon
600
Sanofi
SNY
$104B
$31K ﹤0.01%
690
– –
22 23
24
25 26

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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.