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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
+1.46%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.67B
AUM Growth
-$73.8M
Cap. Flow
-$89.2M
Cap. Flow %
-5.34%
Top 10 Hldgs %
20.21%
Holding
823
New
27
Increased
182
Reduced
265
Closed
28

Top Buys

Rank Stock Value
1
LUV icon
Southwest Airlines
LUV
+$1.52M
2
KN icon
Knowles
KN
+$1.5M
3
WM icon
Waste Management
WM
+$1.35M
4
NTT
Nippon Telegraph & Telephone
NTT
+$1.27M
5
SYY icon
Sysco
SYY
+$1.25M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$25.8M
2
XOM icon
ExxonMobil
XOM
+$4.05M
3
GILD icon
Gilead Sciences
GILD
+$3.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.32M
5
DOV icon
Dover
DOV
+$2.78M

Sector Composition

Rank Sector Weight
1 Healthcare 15.35%
2 Technology 14.46%
3 Financials 14.31%
4 Industrials 11.58%
5 Energy 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSA icon
226
Public Storage
PSA
$60.8B
$972K 0.06%
6,402
+5,268
+465% +$853K
ZBRA icon
227
Zebra Technologies
ZBRA
$17.9B
$966K 0.06%
13,912
+121
+0.9% +$7.42K
CLX icon
228
Clorox
CLX
$13B
$952K 0.06%
10,810
+1,775
+20% +$156K
PSMT icon
229
Pricesmart
PSMT
$5.21B
$946K 0.06%
9,372
+368
+4% +$36.9K
CFR icon
230
Cullen/Frost Bankers
CFR
$10.3B
$945K 0.06%
12,184
-161
-1% -$12K
SLH
231
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$931K 0.06%
14,696
+531
+4% +$35.8K
CATM
232
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$928K 0.06%
23,877
-1,085
-4% -$44K
RSP icon
233
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$915K 0.05%
12,538
+3,446
+38% +$246K
FRC
234
DELISTED
First Republic Bank
FRC
$915K 0.05%
16,938
+845
+5% +$43.5K
AMLP icon
235
Alerian MLP ETF
AMLP
$13.3B
$912K 0.05%
10,324
+2,320
+29% +$203K
GAS
236
DELISTED
AGL Resources Inc
GAS
$887K 0.05%
+18,116
New +$854K
ZBH icon
237
Zimmer Biomet
ZBH
$18.7B
$882K 0.05%
9,609
+639
+7% +$58.9K
TUP
238
DELISTED
Tupperware Brands Corporation
TUP
$881K 0.05%
10,508
+269
+3% +$22.1K
RWT
239
Redwood Trust
RWT
$574M
$868K 0.05%
42,804
+1,040
+2% +$20.3K
MS icon
240
Morgan Stanley
MS
$338B
$864K 0.05%
27,742
-4,335
-14% -$134K
GBCI icon
241
Glacier Bancorp
GBCI
$6.35B
$860K 0.05%
29,576
+519
+2% +$14.6K
KSS icon
242
Kohl's
KSS
$2.16B
$855K 0.05%
15,050
+100
+0.7% +$5.36K
TROW icon
243
T. Rowe Price
TROW
$24.3B
$850K 0.05%
10,312
-1,238
-11% -$100K
FNF icon
244
Fidelity National Financial
FNF
$12.9B
$849K 0.05%
47,274
+736
+2% +$13.3K
META icon
245
Meta Platforms (Facebook)
META
$1.52T
$849K 0.05%
14,088
+3,293
+31% +$209K
STWD icon
246
Starwood Property Trust
STWD
$6.16B
$835K 0.05%
35,404
+35,280
+28,452% +$838K
RYL
247
DELISTED
RYLAND GROUP INC
RYL
$831K 0.05%
20,829
+297
+1% +$12.6K
PPG icon
248
PPG Industries
PPG
$25.7B
$830K 0.05%
8,586
+2,554
+42% +$242K
RMD icon
249
ResMed
RMD
$31.9B
$825K 0.05%
18,455
-296
-2% -$13.3K
PBCT
250
DELISTED
People's United Financial Inc
PBCT
$812K 0.05%
54,610
-1,000
-2% -$14.6K
8 9
10
11 12

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People's United Financial's Q1 2014 Portfolio in Review

As of Q1 2014, People's United Financial held 823 positions worth $1.67B, down 4.2% from $1.74B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

People's United Financial withdrew a net $89.2M in Q1 2014, closing 28 positions and reducing 265 holdings. Its most notable exit was Shire pic, an estimated $947K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

Against the trend, People's United Financial opened a new position in Knowles worth $1.52M.

  • People's United Financial's largest Q1 2014 buy was Knowles: 48,249 shares worth $1.52M.
  • People's United Financial added most to Southwest Airlines in Q1 2014, an estimated $1.52M increase.
  • People's United Financial's biggest Q1 2014 reduction was McDonald's, cutting an estimated $25.8M.
  • People's United Financial fully exited Shire pic in Q1 2014, selling an estimated $947K.
  • People's United Financial's ten largest holdings make up 20% of its $1.67B portfolio in Q1 2014.
  • People's United Financial opened 27 new positions and closed 28 in Q1 2014.
  • People's United Financial's portfolio value fell 4.2% quarter-over-quarter to $1.67B.

Based on People's United Financial's 13F filing for Q1 2014, filed 14 May 2014.