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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
IDXX icon
601
Idexx Laboratories
IDXX
$46.9B
$30K ﹤0.01%
400
– –
NOK icon
602
Nokia
NOK
$51B
$30K ﹤0.01%
3,800
-725
-16% -$5.86K
ADBE icon
603
Adobe
ADBE
$109B
$29K ﹤0.01%
400
– –
ETR icon
604
Entergy
ETR
$49.3B
$29K ﹤0.01%
660
– –
GAP
605
The Gap Inc
GAP
$7.74B
$29K ﹤0.01%
700
-495
-41% -$19.4K
IEMG icon
606
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$28K ﹤0.01%
+600
New +$29.3K
PBJ icon
607
Invesco Food & Beverage ETF
PBJ
$106M
$28K ﹤0.01%
929
– –
PNR icon
608
Pentair
PNR
$10.7B
$28K ﹤0.01%
+624
New +$27.4K
RYAM icon
609
Rayonier Advanced Materials
RYAM
$593M
$28K ﹤0.01%
1,260
– –
CTT
610
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$28K ﹤0.01%
2,500
+1,000
+67% +$11.1K
DINO icon
611
HF Sinclair
DINO
$15.2B
$27K ﹤0.01%
725
– –
FGP
612
DELISTED
Ferrellgas Partners, L.P.
FGP
$27K ﹤0.01%
1,229
– –
ADT
613
DELISTED
ADT Corp
ADT
$27K ﹤0.01%
742
-25
-3% -$860
ITT icon
614
ITT
ITT
$18.9B
$26K ﹤0.01%
636
– –
RGT
615
Royce Global Value Trust
RGT
$102M
$26K ﹤0.01%
3,290
-57
-2% -$473
YPF icon
616
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$26K ﹤0.01%
1,000
– –
NTC
617
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$26K ﹤0.01%
2,100
– –
HCSG icon
618
Healthcare Services Group
HCSG
$1.5B
$25K ﹤0.01%
+815
New +$24.1K
LUMN icon
619
Lumen
LUMN
$6.85B
$25K ﹤0.01%
629
– –
VO icon
620
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$25K ﹤0.01%
800
– –
DTV
621
DELISTED
DIRECTV COM STK (DE)
DTV
$25K ﹤0.01%
289
– –
PT
622
DELISTED
PORTUGAL TELECOM SGPS, S.A.
PT
$25K ﹤0.01%
23,321
-56,795
-71% -$89.1K
ROP icon
623
Roper Technologies
ROP
$39.9B
$24K ﹤0.01%
+156
New +$23.9K
AGG icon
624
iShares Core US Aggregate Bond ETF
AGG
$137B
$23K ﹤0.01%
205
– –
BMO icon
625
Bank of Montreal
BMO
$127B
$23K ﹤0.01%
330
– –
23 24
25
26 27

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BAM
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ACI
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ACM
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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.