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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
SAP icon
676
SAP
SAP
$241B
$13K ﹤0.01%
180
– –
SMG icon
677
ScottsMiracle-Gro
SMG
$3.63B
$13K ﹤0.01%
+210
New +$12.5K
VGM icon
678
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
WEC icon
679
WEC Energy
WEC
$34.6B
$13K ﹤0.01%
250
-10,208
-98% -$501K
HZNP
680
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$13K ﹤0.01%
+1,000
New +$12.5K
DRA
681
DELISTED
Diversified Real Asset Income Fd
DRA
$13K ﹤0.01%
752
-133
-15% -$2.34K
CNP icon
682
CenterPoint Energy
CNP
$26.4B
$12K ﹤0.01%
500
– –
HOUS
683
DELISTED
Anywhere Real Estate
HOUS
$12K ﹤0.01%
+269
New +$11.2K
IYZ icon
684
iShares US Telecommunications ETF
IYZ
$1.22B
$12K ﹤0.01%
400
– –
HTS
685
DELISTED
HATTERAS FINANCIAL CORP
HTS
$12K ﹤0.01%
650
– –
BND icon
686
Vanguard Total Bond Market
BND
$161B
$11K ﹤0.01%
137
+20
+17% +$1.65K
DEM icon
687
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$11K ﹤0.01%
261
– –
GRMN
688
Garmin
GRMN
$60.4B
$11K ﹤0.01%
200
– –
INGR icon
689
Ingredion
INGR
$6.53B
$11K ﹤0.01%
+130
New +$10.3K
SON icon
690
Sonoco
SON
$5.72B
$11K ﹤0.01%
252
+2
+0.8% +$83
TDG icon
691
TransDigm Group
TDG
$67.6B
$11K ﹤0.01%
+55
New +$10.4K
WSO icon
692
Watsco Inc
WSO
$13.5B
$11K ﹤0.01%
+100
New +$9.93K
POT
693
DELISTED
Potash Corp Of Saskatchewan
POT
$11K ﹤0.01%
300
– –
IYW icon
694
iShares US Technology ETF
IYW
$25.3B
$10K ﹤0.01%
400
– –
JCE icon
695
Nuveen Core Equity Alpha Fund
JCE
$289M
$10K ﹤0.01%
575
– –
RIG icon
696
Transocean
RIG
$6.33B
$10K ﹤0.01%
524
-36,868
-99% -$921K
STON
697
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
JMF
698
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$10K ﹤0.01%
500
– –
BFK
699
DELISTED
BlackRock Municipal Income Trust
BFK
$9K ﹤0.01%
666
– –
BTZ icon
700
BlackRock Credit Allocation Income Trust
BTZ
$958M
$9K ﹤0.01%
670
– –
26 27
28
29 30

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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.