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
MOAT icon
726
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$6K ﹤0.01%
+180
New +$5.64K
NPO icon
727
Enpro
NPO
$7.04B
$6K ﹤0.01%
100
– –
ALXN
728
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
35
– –
TMH
729
DELISTED
Team Health Holdings Inc
TMH
$6K ﹤0.01%
+100
New +$5.76K
SBW
730
DELISTED
Western Asset Worldwide Income
SBW
$6K ﹤0.01%
500
– –
LINE
731
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$6K ﹤0.01%
+585
New +$12K
POM
732
DELISTED
PEPCO HOLDINGS, INC.
POM
$6K ﹤0.01%
240
– –
BTI icon
733
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
EBND icon
734
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
FCG icon
735
First Trust Natural Gas ETF
FCG
$645M
$5K ﹤0.01%
95
– –
HNI icon
736
HNI Corp
HNI
$3.54B
$5K ﹤0.01%
100
– –
HWKN icon
737
Hawkins
HWKN
$2.73B
$5K ﹤0.01%
220
– –
MUSA icon
738
Murphy USA
MUSA
$10.2B
$5K ﹤0.01%
72
– –
VLY icon
739
Valley National Bancorp
VLY
$8.1B
$5K ﹤0.01%
508
– –
GM.WS.B
740
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
296
+6
+2% +$87
CST
741
DELISTED
CST Brands, Inc.
CST
$5K ﹤0.01%
121
– –
YHOO
742
DELISTED
Yahoo Inc
YHOO
$5K ﹤0.01%
100
-900
-90% -$42.4K
ARR
743
Armour Residential REIT
ARR
$2.34B
$4K ﹤0.01%
25
– –
BBD icon
744
Banco Bradesco
BBD
$36.3B
$4K ﹤0.01%
770
– –
CET
745
Central Securities Corp
CET
$1.63B
$4K ﹤0.01%
200
– –
EWA icon
746
iShares MSCI Australia ETF
EWA
$1.47B
$4K ﹤0.01%
200
– –
EWC icon
747
iShares MSCI Canada ETF
EWC
$6.48B
$4K ﹤0.01%
150
– –
FSLR icon
748
First Solar
FSLR
$25.7B
$4K ﹤0.01%
100
– –
FXG icon
749
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$4K ﹤0.01%
100
– –
HOV icon
750
Hovnanian Enterprises
HOV
$772M
$4K ﹤0.01%
40
– –
28 29
30
31 32

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.