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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
TSM icon
151
TSMC
TSM
$2.18T
$2.37M 0.12%
106,046
-1,984
-2% -$43.2K
BKNG icon
152
Booking.com
BKNG
$161B
$2.31M 0.12%
50,575
-25
-0% -$1.13K
IVE icon
153
iShares S&P 500 Value ETF
IVE
$49.8B
$2.25M 0.11%
23,983
-2,650
-10% -$243K
VRSK icon
154
Verisk Analytics
VRSK
$25B
$2.2M 0.11%
34,345
+2,763
+9% +$172K
MJN
155
DELISTED
Mead Johnson Nutrition Company
MJN
$2.12M 0.11%
21,080
-63
-0.3% -$6.28K
CHKP icon
156
Check Point Software Technologies
CHKP
$13.1B
$2.12M 0.11%
26,926
-5,189
-16% -$386K
TEL icon
157
TE Connectivity
TEL
$62.6B
$2.08M 0.11%
32,942
-299
-0.9% -$18K
SONY icon
158
Sony
SONY
$138B
$2.06M 0.11%
503,880
-256,115
-34% -$1.01M
AMX icon
159
America Movil
AMX
$71.2B
$2.06M 0.1%
92,717
+1,225
+1% +$28.5K
EBAY icon
160
eBay
EBAY
$49.8B
$2.01M 0.1%
85,234
-29,282
-26% -$665K
SU icon
161
Suncor Energy
SU
$70.3B
$2.01M 0.1%
63,255
+5,589
+10% +$185K
NTT
162
DELISTED
Nippon Telegraph & Telephone
NTT
$1.99M 0.1%
77,594
+4,952
+7% +$139K
IVW icon
163
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.99M 0.1%
71,192
– –
MIDD icon
164
Middleby
MIDD
$6.08B
$1.98M 0.1%
20,016
-523
-3% -$47.8K
CMCSA icon
165
Comcast
CMCSA
$90B
$1.98M 0.1%
68,232
-1,190
-2% -$32.6K
RPM icon
166
RPM International
RPM
$15B
$1.97M 0.1%
38,842
+595
+2% +$27.7K
XRAY icon
167
Dentsply Sirona
XRAY
$2.43B
$1.97M 0.1%
36,960
-1,300
-3% -$66.2K
WPP icon
168
WPP
WPP
$5.94B
$1.96M 0.1%
18,824
+2,353
+14% +$235K
TWX
169
DELISTED
Time Warner Inc
TWX
$1.92M 0.1%
22,513
-64
-0.3% -$5.1K
LKQ icon
170
LKQ Corp
LKQ
$6.29B
$1.91M 0.1%
67,792
+13,816
+26% +$386K
XLK icon
171
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.9M 0.1%
91,658
+6,700
+8% +$136K
CAH icon
172
Cardinal Health
CAH
$55.4B
$1.85M 0.09%
22,922
-1,748
-7% -$138K
UAA icon
173
Under Armour
UAA
$2.6B
$1.84M 0.09%
54,298
-1,950
-3% -$65.7K
CBST
174
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$1.84M 0.09%
18,317
-89
-0.5% -$6.92K
BCS icon
175
Barclays
BCS
$94.1B
$1.84M 0.09%
131,940
+5,865
+5% +$80.5K
5 6
7
8 9

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BAM
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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.