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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
DFJ icon
701
WisdomTree Japan SmallCap Dividend Fund
DFJ
$396M
$9K ﹤0.01%
191
– –
ENOV icon
702
Enovis
ENOV
$1.4B
$9K ﹤0.01%
+102
New +$9.24K
PSK icon
703
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$9K ﹤0.01%
200
– –
SPH icon
704
Suburban Propane Partners
SPH
$1.17B
$9K ﹤0.01%
200
– –
VNO icon
705
Vornado Realty Trust
VNO
$7.26B
$9K ﹤0.01%
103
– –
AVP
706
DELISTED
Avon Products, Inc.
AVP
$9K ﹤0.01%
1,000
– –
GLP icon
707
Global Partners
GLP
$1.7B
$8K ﹤0.01%
240
– –
NTAP icon
708
NetApp
NTAP
$39B
$8K ﹤0.01%
200
– –
PXE icon
709
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$8K ﹤0.01%
300
– –
TM icon
710
Toyota
TM
$224B
$8K ﹤0.01%
65
– –
BBEP
711
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
$8K ﹤0.01%
+1,128
New +$15.5K
NVSL
712
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$8K ﹤0.01%
904
– –
PGN
713
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
$8K ﹤0.01%
2,760
-1,914
-41% -$8.41K
BGR icon
714
BlackRock Energy and Resources Trust
BGR
$422M
$7K ﹤0.01%
369
– –
CX icon
715
Cemex
CX
$16.3B
$7K ﹤0.01%
729
– –
HII icon
716
Huntington Ingalls Industries
HII
$13B
$7K ﹤0.01%
66
– –
HYG icon
717
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
MFC icon
718
Manulife Financial
MFC
$73.3B
$7K ﹤0.01%
354
– –
PNW icon
719
Pinnacle West Capital
PNW
$12B
$7K ﹤0.01%
100
– –
GM.WS.A
720
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$7K ﹤0.01%
296
+6
+2% +$133
ARMH
721
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$7K ﹤0.01%
150
-425
-74% -$18.2K
ARW icon
722
Arrow Electronics
ARW
$10.3B
$6K ﹤0.01%
100
– –
IAU icon
723
iShares Gold Trust
IAU
$65.1B
$6K ﹤0.01%
283
– –
IDU icon
724
iShares US Utilities ETF
IDU
$1.35B
$6K ﹤0.01%
100
– –
JPC icon
725
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
27 28
29
30 31

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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.