We are live on ! Find out more
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
CLDX icon
626
Celldex Therapeutics
CLDX
$3.37B
$23K ﹤0.01%
83
– –
KEY icon
627
KeyCorp
KEY
$24.3B
$23K ﹤0.01%
1,681
-1,200
-42% -$16K
APU
628
DELISTED
AmeriGas Partners, L.P.
APU
$23K ﹤0.01%
480
– –
O icon
629
Realty Income
O
$58.6B
$22K ﹤0.01%
480
– –
XLS
630
DELISTED
EXELIS INC COM STK
XLS
$22K ﹤0.01%
1,272
– –
CAM
631
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$22K ﹤0.01%
450
– –
LNG icon
632
Cheniere Energy
LNG
$54.9B
$21K ﹤0.01%
300
– –
VAC icon
633
Marriott Vacations Worldwide
VAC
$3.89B
$21K ﹤0.01%
276
– –
AGNC icon
634
AGNC Investment
AGNC
$12.8B
$20K ﹤0.01%
900
– –
ALE
635
DELISTED
Allete
ALE
$20K ﹤0.01%
366
– –
APTV icon
636
Aptiv
APTV
$10.3B
$20K ﹤0.01%
+270
New +$18.6K
GGME icon
637
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$20K ﹤0.01%
800
– –
IWS icon
638
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$20K ﹤0.01%
268
– –
SMB icon
639
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
ATVI
640
DELISTED
Activision Blizzard
ATVI
$20K ﹤0.01%
1,000
– –
EXI icon
641
iShares Global Industrials ETF
EXI
$1.47B
$19K ﹤0.01%
270
– –
GNRC icon
642
Generac Holdings
GNRC
$12.2B
$19K ﹤0.01%
400
– –
PDM
643
Piedmont Realty Trust
PDM
$1.16B
$19K ﹤0.01%
1,016
– –
SIRI icon
644
SiriusXM
SIRI
$9.7B
$19K ﹤0.01%
533
+473
+788% +$16.3K
DRE
645
DELISTED
Duke Realty Corp.
DRE
$19K ﹤0.01%
940
– –
AEE icon
646
Ameren
AEE
$29.6B
$18K ﹤0.01%
400
– –
FE icon
647
FirstEnergy
FE
$27.1B
$18K ﹤0.01%
474
+114
+32% +$4.18K
FLR icon
648
Fluor
FLR
$7.3B
$18K ﹤0.01%
300
– –
IWD icon
649
iShares Russell 1000 Value ETF
IWD
$84.2B
$18K ﹤0.01%
170
– –
ALTR
650
DELISTED
Altera Corp
ALTR
$18K ﹤0.01%
500
-150
-23% -$5.31K
24 25
26
27 28

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.