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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
GT icon
76
Goodyear
GT
$1.85B
$6.68M 0.34%
233,826
+21,649
+10% +$536K
SYY icon
77
Sysco
SYY
$40.3B
$6.46M 0.33%
162,695
+8,813
+6% +$342K
NVS icon
78
Novartis
NVS
$297B
$6.39M 0.33%
77,005
-2,042
-3% -$169K
CL icon
79
Colgate-Palmolive
CL
$74.4B
$5.91M 0.3%
85,356
-1,004
-1% -$67.8K
BIIB icon
80
Biogen
BIIB
$30.7B
$5.86M 0.3%
17,273
-983
-5% -$318K
EOG icon
81
EOG Resources
EOG
$70.7B
$5.79M 0.3%
62,887
+13,566
+28% +$1.26M
PM icon
82
Philip Morris
PM
$295B
$5.63M 0.29%
69,137
-43,172
-38% -$3.71M
CSX icon
83
CSX Corp
CSX
$93.1B
$5.61M 0.29%
464,223
+3,132
+0.7% +$36.7K
WMB icon
84
Williams Companies
WMB
$86.1B
$5.59M 0.29%
124,380
+10,925
+10% +$559K
KMI icon
85
Kinder Morgan
KMI
$68.7B
$5.54M 0.28%
130,971
+125,599
+2,338% +$4.95M
EMR icon
86
Emerson Electric
EMR
$88.3B
$5.48M 0.28%
88,796
-171
-0.2% -$10.7K
CNK icon
87
Cinemark Holdings
CNK
$4.32B
$5.35M 0.27%
150,354
+25,177
+20% +$873K
DHR icon
88
Danaher
DHR
$144B
$5.3M 0.27%
92,012
-65
-0.1% -$3.52K
APD icon
89
Air Products & Chemicals
APD
$67.6B
$5.23M 0.27%
39,229
+5
+0% +$632
SE
90
DELISTED
Spectra Energy Corp Wi
SE
$5.21M 0.27%
143,436
-15,074
-10% -$567K
IWR icon
91
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.86M 0.25%
116,264
+1,048
+0.9% +$42.5K
CAT icon
92
Caterpillar
CAT
$387B
$4.81M 0.25%
52,562
+596
+1% +$58K
RAI
93
DELISTED
Reynolds American Inc
RAI
$4.75M 0.24%
147,822
+14,054
+11% +$445K
CTSH icon
94
Cognizant
CTSH
$26B
$4.75M 0.24%
90,103
+557
+0.6% +$27.8K
HON icon
95
Honeywell
HON
$78B
$4.7M 0.24%
52,358
-970
-2% -$83.4K
IVV icon
96
iShares Core S&P 500 ETF
IVV
$904B
$4.66M 0.24%
22,545
+6,024
+36% +$1.22M
IRM icon
97
Iron Mountain
IRM
$36.1B
$4.55M 0.23%
117,610
+5,335
+5% +$194K
AGN
98
DELISTED
Allergan Inc
AGN
$4.5M 0.23%
21,172
-1,577
-7% -$314K
V icon
99
Visa
V
$677B
$4.46M 0.23%
67,996
-10,904
-14% -$656K
LSBG
100
DELISTED
Lake Sunapee Bank Group
LSBG
$4.45M 0.23%
284,851
-15,300
-5% -$237K
2 3
4
5 6

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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.