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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
JCI icon
126
Johnson Controls International
JCI
$92.2B
$3.38M 0.17%
66,773
+6,566
+11% +$321K
FISV
127
Fiserv Inc
FISV
$27.9B
$3.37M 0.17%
94,846
+4,436
+5% +$152K
PAYX icon
128
Paychex
PAYX
$42.7B
$3.35M 0.17%
72,564
-3,782
-5% -$175K
MDLZ icon
129
Mondelez International
MDLZ
$79.9B
$3.25M 0.17%
89,618
+5,761
+7% +$210K
FDX icon
130
FedEx
FDX
$75.4B
$3.2M 0.16%
18,418
+481
+3% +$81.3K
ETN icon
131
Eaton
ETN
$174B
$3.17M 0.16%
46,647
+1,224
+3% +$80.7K
IGSB icon
132
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.15M 0.16%
59,870
+1,778
+3% +$93.6K
TPR icon
133
Tapestry
TPR
$32.8B
$3.1M 0.16%
82,573
+731
+0.9% +$25.8K
BDX icon
134
Becton Dickinson
BDX
$48.2B
$3.09M 0.16%
22,778
-4,951
-18% -$633K
APA icon
135
APA Corp
APA
$13.2B
$3.08M 0.16%
49,081
-16,969
-26% -$1.21M
BNY
136
Bank of New York Mellon
BNY
$107B
$3.06M 0.16%
75,348
-1,325
-2% -$51.8K
SPG icon
137
Simon Property Group
SPG
$72.3B
$3.06M 0.16%
16,788
+15,962
+1,932% +$2.83M
NOV icon
138
NOV
NOV
$7B
$3.05M 0.16%
46,487
+10,542
+29% +$734K
STWD icon
139
Starwood Property Trust
STWD
$6.09B
$3.03M 0.15%
130,339
+34,579
+36% +$795K
GAS
140
DELISTED
AGL Resources Inc
GAS
$2.86M 0.15%
52,453
+4,517
+9% +$239K
SMFG icon
141
Sumitomo Mitsui Financial
SMFG
$164B
$2.83M 0.14%
389,008
+45,852
+13% +$348K
VAR
142
DELISTED
Varian Medical Systems, Inc.
VAR
$2.82M 0.14%
37,204
-1,161
-3% -$86.4K
BAX icon
143
Baxter International
BAX
$14.2B
$2.69M 0.14%
67,487
+696
+1% +$27.1K
ITC
144
DELISTED
ITC HOLDINGS CORP
ITC
$2.66M 0.14%
65,863
+20,338
+45% +$780K
PRGO icon
145
Perrigo
PRGO
$1.78B
$2.66M 0.14%
+15,922
New +$2.49M
SO icon
146
Southern Company
SO
$107B
$2.64M 0.13%
53,807
+342
+0.6% +$16.1K
XLF icon
147
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.64M 0.13%
121,684
+1,595
+1% +$33.4K
FCX icon
148
Freeport-McMoran
FCX
$97.5B
$2.53M 0.13%
108,442
+52,812
+95% +$1.46M
KRFT
149
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$2.44M 0.12%
39,027
+1,263
+3% +$73.9K
IBB icon
150
iShares Biotechnology ETF
IBB
$9.71B
$2.42M 0.12%
23,895
-105
-0.4% -$10.2K
4 5
6
7 8

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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.