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
SRCL
51
DELISTED
Stericycle Inc
SRCL
$11.5M 0.59%
87,787
+2,072
+2% +$261K
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.12T
$10.8M 0.55%
48
– –
OXY icon
53
Occidental Petroleum
OXY
$55.9B
$10.7M 0.54%
132,716
-3,957
-3% -$328K
MET icon
54
MetLife
MET
$62.1B
$10.4M 0.53%
216,534
+89,498
+70% +$4.25M
UNH icon
55
UnitedHealth
UNH
$370B
$10.2M 0.52%
101,219
-1,876
-2% -$178K
PSX icon
56
Phillips 66
PSX
$81.4B
$9.98M 0.51%
139,173
+22,241
+19% +$1.64M
GIS icon
57
General Mills
GIS
$19.7B
$9.91M 0.51%
185,879
-10,169
-5% -$526K
BMY icon
58
Bristol-Myers Squibb
BMY
$132B
$9.41M 0.48%
159,418
-39,327
-20% -$2.22M
LUV icon
59
Southwest Airlines
LUV
$23B
$9.05M 0.46%
213,970
-21,559
-9% -$805K
MRK icon
60
Merck
MRK
$318B
$9.04M 0.46%
166,866
+7,928
+5% +$442K
DIS icon
61
Walt Disney
DIS
$181B
$8.98M 0.46%
95,344
-1,131
-1% -$102K
CELG
62
DELISTED
Celgene Corp
CELG
$8.55M 0.44%
76,415
+1
+0% +$105
MO icon
63
Altria Group
MO
$114B
$8.52M 0.43%
172,860
-1,460
-0.8% -$71.1K
KMB icon
64
Kimberly-Clark
KMB
$36.5B
$8.35M 0.43%
72,265
-4,602
-6% -$511K
DOV icon
65
Dover
DOV
$28.4B
$8.21M 0.42%
141,761
+1,679
+1% +$104K
HAR
66
DELISTED
Harman International Industries
HAR
$8.16M 0.42%
76,500
+5,353
+8% +$551K
KO icon
67
Coca-Cola
KO
$375B
$8.13M 0.41%
192,494
-1,238
-0.6% -$52.9K
ADP icon
68
Automatic Data Processing
ADP
$108B
$8.08M 0.41%
96,901
-14,618
-13% -$1.18M
ABBV icon
69
AbbVie
ABBV
$435B
$7.92M 0.4%
120,969
-9,635
-7% -$607K
WFM
70
DELISTED
Whole Foods Market Inc
WFM
$7.6M 0.39%
150,816
+135,302
+872% +$5.96M
TIP icon
71
iShares TIPS Bond ETF
TIP
$14.7B
$7.35M 0.38%
65,651
-147
-0.2% -$16.6K
LLY icon
72
Eli Lilly
LLY
$1.06T
$7.34M 0.37%
106,469
+7,391
+7% +$499K
KR icon
73
Kroger
KR
$34.8B
$7.23M 0.37%
225,088
-98,532
-30% -$2.85M
WM icon
74
Waste Management
WM
$91B
$6.98M 0.36%
135,927
+15,600
+13% +$760K
NEE icon
75
NextEra Energy
NEE
$177B
$6.84M 0.35%
257,404
-11,676
-4% -$295K
1 2
3
4 5

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.