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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
UTX.PRA
651
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$18K ﹤0.01%
300
– –
CFN
652
DELISTED
CAREFUSION CORPORATION
CFN
$18K ﹤0.01%
300
– –
AMT icon
653
American Tower
AMT
$78.8B
$17K ﹤0.01%
175
+50
+40% +$4.91K
HST icon
654
Host Hotels & Resorts
HST
$15.5B
$17K ﹤0.01%
698
– –
SLV icon
655
iShares Silver Trust
SLV
$32B
$17K ﹤0.01%
1,150
+425
+59% +$6.72K
TSLA icon
656
Tesla
TSLA
$1.31T
$17K ﹤0.01%
1,125
– –
GXP
657
DELISTED
Great Plains Energy Incorporated
GXP
$17K ﹤0.01%
605
+104
+21% +$2.75K
CHY
658
Calamos Convertible and High Income Fund
CHY
$1.07B
$16K ﹤0.01%
1,150
– –
MNK
659
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$16K ﹤0.01%
157
– –
EQNR icon
660
Equinor
EQNR
$97.4B
$15K ﹤0.01%
862
– –
IEZ icon
661
iShares US Oil Equipment & Services ETF
IEZ
$383M
$15K ﹤0.01%
295
– –
MUR icon
662
Murphy Oil
MUR
$5.09B
$15K ﹤0.01%
288
– –
VYM icon
663
Vanguard High Dividend Yield ETF
VYM
$83.7B
$15K ﹤0.01%
+224
New +$15.2K
CRVP
664
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$15K ﹤0.01%
20,000
– –
DBB icon
665
Invesco DB Base Metals Fund
DBB
$318M
$14K ﹤0.01%
875
-1,000
-53% -$16.7K
DNOW icon
666
DNOW Inc
DNOW
$3.01B
$14K ﹤0.01%
534
-6,989
-93% -$191K
JNK icon
667
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$14K ﹤0.01%
124
– –
MLI icon
668
Mueller Industries
MLI
$15.2B
$14K ﹤0.01%
1,600
– –
NJR icon
669
New Jersey Resources
NJR
$5.45B
$14K ﹤0.01%
+464
New +$13.2K
NNBR icon
670
NN Inc
NNBR
$300M
$14K ﹤0.01%
700
– –
UTF icon
671
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$14K ﹤0.01%
600
– –
VSH icon
672
Vishay Intertechnology
VSH
$5.08B
$14K ﹤0.01%
1,000
+300
+43% +$4.12K
VVC
673
DELISTED
Vectren Corporation
VVC
$14K ﹤0.01%
300
– –
CY
674
DELISTED
Cypress Semiconductor
CY
$14K ﹤0.01%
1,000
– –
ACM icon
675
Aecom
ACM
$9.42B
$13K ﹤0.01%
425
+225
+113% +$7.02K
25 26
27
28 29

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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.