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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
PAA icon
826
Plains All American Pipeline
PAA
$16.4B
– –
-3,624
Closed -$213K
PCH
827
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
RWT
828
Redwood Trust
RWT
$575M
– –
-35,427
Closed -$587K
SHW icon
829
Sherwin-Williams
SHW
$88B
– –
-1,500
Closed -$109K
TDC icon
830
Teradata
TDC
$2.57B
$0 ﹤0.01%
8
– –
VYX icon
831
NCR Voyix
VYX
$1.1B
$0 ﹤0.01%
7
– –
WB icon
832
Weibo
WB
$1.96B
– –
-500
Closed -$9K
WPRT
833
Westport Fuel Systems
WPRT
$35.9M
– –
-10
Closed -$1K
CAMP
834
DELISTED
CalAmp Corp.
CAMP
– –
-29
Closed -$12K
NTG
835
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
– –
-696
Closed -$202K
PXD
836
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-428
Closed -$84K
SVVC
837
DELISTED
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
– –
-1,000
Closed -$24K
DBD
838
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-500
Closed -$18K
RDS.B
839
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-2,732
Closed -$217K
S
840
DELISTED
Sprint Corporation
S
$0 ﹤0.01%
82
– –
WPG
841
DELISTED
Washington Prime Group Inc.
WPG
– –
-3
Closed –
SSE
842
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$0 ﹤0.01%
86
– –
SYA
843
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
– –
-21,967
Closed -$512K
LTM
844
DELISTED
LIFE TIME FITNESS INC
LTM
– –
-5,071
Closed -$255K
RSH
845
DELISTED
RADIOSHACK CORP
RSH
$0 ﹤0.01%
1,000
– –
KMP
846
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
– –
-16,963
Closed -$1.58M
KMR
847
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
– –
-4,921
Closed -$457K
ESV
848
DELISTED
Ensco Rowan plc
ESV
– –
-3,257
Closed -$538K
QIWI
849
DELISTED
QIWI PLC
QIWI
– –
-270
Closed -$9K
30 31 32 33
34

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IA
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SCC
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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
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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.