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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
ERIC icon
776
Ericsson
ERIC
$32.7B
$2K ﹤0.01%
200
– –
GGB icon
777
Gerdau
GGB
$9.74B
$2K ﹤0.01%
756
– –
ILF icon
778
iShares Latin America 40 ETF
ILF
$3.81B
$2K ﹤0.01%
50
– –
KKR icon
779
KKR & Co
KKR
$93.2B
$2K ﹤0.01%
100
– –
NCV
780
Virtus Convertible & Income Fund
NCV
$391M
$2K ﹤0.01%
50
– –
RES icon
781
RPC Inc
RES
$1.36B
$2K ﹤0.01%
187
– –
SAN icon
782
Banco Santander
SAN
$210B
$2K ﹤0.01%
284
-2,581
-90% -$20.7K
SSYS icon
783
Stratasys
SSYS
$769M
$2K ﹤0.01%
25
– –
STLD icon
784
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
VVX icon
785
V2X
VVX
$2.6B
$2K ﹤0.01%
70
– –
WBD icon
786
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
-3,500
-98% -$121K
PRKS icon
787
United Parks & Resorts
PRKS
$2.07B
$2K ﹤0.01%
100
– –
DISCK
788
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
CASM
789
DELISTED
CAS Medical Systems, Inc.
CASM
$2K ﹤0.01%
1,000
– –
EQY
790
DELISTED
Equity One
EQY
$2K ﹤0.01%
68
– –
JTP
791
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
BTU
792
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$2K ﹤0.01%
20
– –
AOL
793
DELISTED
AOL INC COMMON STOCK
AOL
$2K ﹤0.01%
33
– –
EGL
794
DELISTED
Engility Holdings, Inc.
EGL
$2K ﹤0.01%
58
– –
KMI.WS
795
DELISTED
Kinder Morgan Inc
KMI.WS
$2K ﹤0.01%
576
– –
VNR
796
DELISTED
Vanguard Natural Resources, LLC
VNR
$2K ﹤0.01%
110
– –
STMP
797
DELISTED
Stamps.com, Inc.
STMP
$2K ﹤0.01%
50
– –
CWT icon
798
California Water Service
CWT
$3.06B
$1K ﹤0.01%
59
– –
LOCO icon
799
El Pollo Loco
LOCO
$463M
$1K ﹤0.01%
75
– –
PWR icon
800
Quanta Services
PWR
$99.4B
$1K ﹤0.01%
50
– –
30 31
32
33 34

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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.