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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
EXC icon
176
Exelon
EXC
$47B
$1.83M 0.09%
69,207
-4,935
-7% -$127K
VB icon
177
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$1.79M 0.09%
15,337
+1,523
+11% +$173K
PPL
178
PPL Corp
PPL
$26.7B
$1.78M 0.09%
52,633
-92,442
-64% -$3.02M
GS icon
179
Goldman Sachs
GS
$303B
$1.77M 0.09%
9,116
-285
-3% -$53.6K
SBNY
180
DELISTED
Signature Bank
SBNY
$1.75M 0.09%
13,925
-265
-2% -$31.6K
DUK icon
181
Duke Energy
DUK
$97.3B
$1.75M 0.09%
20,890
-2,611
-11% -$211K
HSBC icon
182
HSBC
HSBC
$356B
$1.75M 0.09%
42,892
+40,853
+2,004% +$1.74M
BBVA icon
183
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.73M 0.09%
194,105
-38,672
-17% -$394K
ZBH icon
184
Zimmer Biomet
ZBH
$18.4B
$1.73M 0.09%
15,716
-1,581
-9% -$167K
TFC icon
185
Truist Financial
TFC
$64B
$1.73M 0.09%
44,355
-6,789
-13% -$256K
J icon
186
Jacobs Solutions
J
$17B
$1.7M 0.09%
46,015
-197
-0.4% -$7.51K
BAC.PRL icon
187
Bank of America Series L
BAC.PRL
$3.99B
$1.69M 0.09%
1,455
+15
+1% +$17.4K
BLK icon
188
Blackrock
BLK
$176B
$1.69M 0.09%
4,725
-218
-4% -$74.5K
CNL
189
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.66M 0.08%
30,427
+636
+2% +$33.6K
DEO icon
190
Diageo
DEO
$53.6B
$1.63M 0.08%
14,258
-385
-3% -$44.7K
IT icon
191
Gartner
IT
$11.7B
$1.62M 0.08%
19,234
-1,122
-6% -$91.2K
AFL icon
192
Aflac
AFL
$62.6B
$1.61M 0.08%
52,726
-684
-1% -$20.2K
RTN
193
DELISTED
Raytheon Company
RTN
$1.61M 0.08%
14,891
-1,210
-8% -$125K
BP icon
194
BP
BP
$107B
$1.59M 0.08%
50,417
-3,281
-6% -$110K
PHG icon
195
Philips
PHG
$26.1B
$1.59M 0.08%
79,275
+3,777
+5% +$75.3K
MDT icon
196
Medtronic
MDT
$112B
$1.57M 0.08%
21,712
-1,009
-4% -$70.1K
MON
197
DELISTED
Monsanto Co
MON
$1.56M 0.08%
13,057
-475
-4% -$55.2K
DD icon
198
DuPont de Nemours
DD
$19.2B
$1.55M 0.08%
13,407
-409
-3% -$49.8K
CLX icon
199
Clorox
CLX
$12.7B
$1.54M 0.08%
14,784
+900
+6% +$90K
PPG icon
200
PPG Industries
PPG
$26.6B
$1.53M 0.08%
13,244
+1,500
+13% +$156K
6 7
8
9 10

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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.