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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
SCZ icon
801
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1K ﹤0.01%
26
– –
UMBF icon
802
UMB Financial
UMBF
$11.1B
$1K ﹤0.01%
17
– –
VPG icon
803
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
TWTR
804
CALL
DELISTED
Twitter, Inc.
TWTR
$1K ﹤0.01%
10
– –
CEL
805
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
806
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
47
+1
+2% +$24
ANCX
807
DELISTED
Access National Corp
ANCX
$1K ﹤0.01%
+50
New +$850
DEL
808
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
SFR
809
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
NPI
810
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
MWV
811
DELISTED
MEADWESTVACO CORP
MWV
$1K ﹤0.01%
+23
New +$996
NWBO
812
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
CLW icon
813
Clearwater Paper
CLW
$368M
$0 ﹤0.01%
4
– –
CPRI icon
814
Capri Holdings
CPRI
$1.75B
– –
-250
Closed -$18K
EOS
815
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
– –
-100
Closed -$1K
FCEL icon
816
FuelCell Energy
FCEL
$1.59B
– –
0
– –
FPX icon
817
First Trust US Equity Opportunities ETF
FPX
$1.48B
– –
-850
Closed -$41K
GAM
818
General American Investors Company
GAM
$1.62B
– –
-2,000
Closed -$51K
GME icon
819
GameStop
GME
$8.43B
– –
-2,200
Closed -$23K
GYRO icon
820
Gyrodyne
GYRO
$11.8M
$0 ﹤0.01%
3
– –
HLF icon
821
Herbalife
HLF
$1.21B
– –
-3,400
Closed -$74K
KN icon
822
Knowles
KN
$3.27B
– –
-15,500
Closed -$410K
MAS icon
823
Masco
MAS
$14.7B
– –
-341
Closed -$7K
MBI icon
824
MBIA
MBI
$256M
– –
-600
Closed -$6K
NDLS icon
825
Noodles & Co
NDLS
$96M
– –
-69
Closed -$11K
30 31 32
33
34

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IA
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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.