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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
WMT icon
101
Walmart Inc
WMT
$890B
$4.44M 0.23%
155,160
+8,025
+5% +$217K
TGT icon
102
Target
TGT
$68B
$4.42M 0.23%
58,153
-734
-1% -$49.5K
D icon
103
Dominion Energy
D
$59.3B
$4.4M 0.22%
57,225
-1,900
-3% -$138K
GLW icon
104
Corning
GLW
$143B
$4.4M 0.22%
191,832
-8,861
-4% -$180K
MTB icon
105
M&T Bank
MTB
$36.2B
$4.38M 0.22%
34,842
-323
-0.9% -$39.6K
IWB icon
106
iShares Russell 1000 ETF
IWB
$50.2B
$4.37M 0.22%
38,102
+766
+2% +$85.9K
VOD icon
107
Vodafone
VOD
$37.4B
$4.35M 0.22%
127,364
+4,421
+4% +$149K
BAC icon
108
Bank of America
BAC
$442B
$4.33M 0.22%
241,921
-275
-0.1% -$4.71K
MCHP icon
109
Microchip Technology
MCHP
$46B
$4.27M 0.22%
189,264
-16,802
-8% -$365K
SWK icon
110
Stanley Black & Decker
SWK
$15.7B
$4.27M 0.22%
44,421
-151
-0.3% -$13.9K
TGNA
111
DELISTED
TEGNA Inc
TGNA
$4.02M 0.21%
240,939
+12,580
+6% +$203K
LOW icon
112
Lowe's Companies
LOW
$125B
$3.99M 0.2%
58,063
+727
+1% +$43.5K
PSA icon
113
Public Storage
PSA
$61.3B
$3.91M 0.2%
21,155
+4,972
+31% +$900K
ACN icon
114
Accenture
ACN
$108B
$3.83M 0.2%
42,917
+28,748
+203% +$2.39M
UNP icon
115
Union Pacific
UNP
$174B
$3.81M 0.19%
31,976
-2,415
-7% -$277K
AEP icon
116
American Electric Power
AEP
$68.4B
$3.81M 0.19%
62,707
+5,961
+11% +$341K
AXP icon
117
American Express
AXP
$230B
$3.79M 0.19%
40,747
-1,476
-3% -$132K
ECL icon
118
Ecolab
ECL
$79.9B
$3.77M 0.19%
36,111
+95
+0.3% +$10.4K
NSC icon
119
Norfolk Southern
NSC
$75.1B
$3.72M 0.19%
33,966
-25
-0.1% -$2.74K
DE icon
120
Deere & Co
DE
$168B
$3.64M 0.19%
41,138
-3,079
-7% -$266K
F icon
121
Ford
F
$55.7B
$3.62M 0.18%
233,302
+7,493
+3% +$110K
GSK icon
122
GSK
GSK
$106B
$3.61M 0.18%
67,608
+5,646
+9% +$316K
AZN icon
123
AstraZeneca
AZN
$250B
$3.53M 0.18%
50,122
-6,186
-11% -$443K
PX
124
DELISTED
Praxair Inc
PX
$3.45M 0.18%
26,640
-72
-0.3% -$9.12K
TRV icon
125
Travelers Companies
TRV
$80.2B
$3.43M 0.17%
32,364
+180
+0.6% +$18.2K
3 4
5
6 7

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BAM
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ACI
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ACM
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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.