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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
JBLU icon
751
JetBlue
JBLU
$2.13B
$4K ﹤0.01%
250
– –
MRVL icon
752
Marvell Technology
MRVL
$187B
$4K ﹤0.01%
250
– –
NEM icon
753
Newmont
NEM
$124B
$4K ﹤0.01%
225
– –
NRG icon
754
NRG Energy
NRG
$25B
$4K ﹤0.01%
134
– –
OC icon
755
Owens Corning
OC
$12.2B
$4K ﹤0.01%
100
– –
POST icon
756
Post Holdings
POST
$3.45B
$4K ﹤0.01%
156
– –
VMW
757
DELISTED
VMware, Inc
VMW
$4K ﹤0.01%
50
– –
TAI
758
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$4K ﹤0.01%
200
– –
WLL
759
DELISTED
Whiting Petroleum Corporation
WLL
– –
0
– –
ABEV icon
760
Ambev
ABEV
$45.4B
$3K ﹤0.01%
425
– –
AJG icon
761
Arthur J. Gallagher & Co
AJG
$64.7B
$3K ﹤0.01%
+65
New +$3.05K
BOND icon
762
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
DDD icon
763
3D Systems Corp
DDD
$611M
$3K ﹤0.01%
100
– –
GPRO icon
764
GoPro
GPRO
$121M
$3K ﹤0.01%
+50
New +$3.69K
MMT
765
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
PRTA icon
766
Prothena Corp
PRTA
$468M
$3K ﹤0.01%
145
– –
STM icon
767
STMicroelectronics
STM
$48.5B
$3K ﹤0.01%
400
– –
STPZ icon
768
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
TEX icon
769
Terex
TEX
$7.58B
$3K ﹤0.01%
100
– –
THO icon
770
Thor Industries
THO
$4.14B
$3K ﹤0.01%
60
– –
CXP
771
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
131
– –
KOL
772
DELISTED
VanEck Vectors Coal ETF
KOL
$3K ﹤0.01%
20
– –
VIAB
773
DELISTED
Viacom Inc. Class B
VIAB
$3K ﹤0.01%
37
– –
FBNK
774
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
DVA icon
775
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
29 30
31
32 33

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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.