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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
+5.23%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
10 Year Est. Return
–
AUM
$1.96B
AUM Growth
+$75.6M
Cap. Flow
-$5.16M
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
MCD icon
1
McDonald's
MCD
$192B
$69.8M 3.56%
744,708
+140,801
+23% +$13.2M
AAPL icon
2
Apple
AAPL
$4.54T
$53.7M 2.74%
1,944,968
-113,792
-6% -$3.1M
XOM icon
3
ExxonMobil
XOM
$644B
$44.6M 2.27%
482,421
-13,582
-3% -$1.27M
JPM icon
4
JPMorgan Chase
JPM
$935B
$37.3M 1.9%
596,172
-1,961
-0.3% -$118K
MSFT icon
5
Microsoft
MSFT
$3.45T
$37.3M 1.9%
802,692
-7,616
-0.9% -$357K
HD icon
6
Home Depot
HD
$331B
$35.3M 1.8%
336,353
-20,234
-6% -$1.97M
INTC icon
7
Intel
INTC
$455B
$34.3M 1.75%
945,065
+54,375
+6% +$1.89M
JNJ icon
8
Johnson & Johnson
JNJ
$618B
$32.9M 1.68%
314,636
-13,291
-4% -$1.4M
PG icon
9
Procter & Gamble
PG
$336B
$30.3M 1.55%
332,696
-10,790
-3% -$949K
WFC icon
10
Wells Fargo
WFC
$261B
$29.4M 1.5%
537,052
+26,357
+5% +$1.4M
CVX icon
11
Chevron
CVX
$392B
$26M 1.33%
231,706
-21,613
-9% -$2.46M
GILD icon
12
Gilead Sciences
GILD
$162B
$26M 1.32%
275,488
-15,186
-5% -$1.57M
GE icon
13
GE Aerospace
GE
$374B
$25.7M 1.31%
212,501
-674
-0.3% -$82.9K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.36T
$25.7M 1.31%
974,969
+24,868
+3% +$667K
CVS icon
15
CVS Health
CVS
$133B
$24.7M 1.26%
256,709
-11,214
-4% -$988K
COP icon
16
ConocoPhillips
COP
$147B
$24.7M 1.26%
357,906
+14,295
+4% +$998K
RTX icon
17
RTX Corp
RTX
$290B
$23.7M 1.21%
327,471
-3,465
-1% -$236K
GPC icon
18
Genuine Parts
GPC
$17.1B
$23.4M 1.19%
219,673
-6,425
-3% -$630K
ESRX
19
DELISTED
Express Scripts Holding Company
ESRX
$23M 1.17%
271,663
-21,609
-7% -$1.69M
ORCL icon
20
Oracle
ORCL
$374B
$22.3M 1.14%
496,424
-5,088
-1% -$207K
MMM icon
21
3M
MMM
$90.9B
$22M 1.12%
160,297
-2,754
-2% -$354K
QCOM icon
22
Qualcomm
QCOM
$155B
$21.6M 1.1%
291,273
+16,828
+6% +$1.23M
EMC
23
DELISTED
EMC CORPORATION
EMC
$20.6M 1.05%
692,771
-75,518
-10% -$2.2M
TMO icon
24
Thermo Fisher Scientific
TMO
$213B
$20.3M 1.03%
161,869
-721
-0.4% -$87.7K
BA icon
25
Boeing
BA
$171B
$20M 1.02%
154,245
-3,513
-2% -$445K
1
2 3 4 5

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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.