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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
JCI icon
251
Johnson Controls International
JCI
$91.3B
$810K 0.05%
16,345
-1,079
-6% -$54.6K
AIRM
252
DELISTED
Air Methods Corp
AIRM
$808K 0.05%
15,116
+1,241
+9% +$66.3K
XLV icon
253
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$806K 0.05%
13,780
-2,519
-15% -$145K
ESV
254
DELISTED
Ensco Rowan plc
ESV
$804K 0.05%
3,808
-190
-5% -$39.7K
STR
255
DELISTED
QUESTAR CORP
STR
$803K 0.05%
33,764
+773
+2% +$18K
ATR icon
256
AptarGroup
ATR
$8.5B
$799K 0.05%
12,088
-4
-0% -$261
SYK icon
257
Stryker
SYK
$133B
$799K 0.05%
9,812
-4,309
-31% -$343K
BHP icon
258
BHP
BHP
$230B
$795K 0.05%
13,860
-997
-7% -$55.9K
ROK icon
259
Rockwell Automation
ROK
$48.3B
$780K 0.05%
6,264
-494
-7% -$58.6K
ASH icon
260
Ashland
ASH
$3.45B
$775K 0.05%
15,931
+2,657
+20% +$125K
NKE icon
261
Nike
NKE
$62.5B
$773K 0.05%
20,918
+1,510
+8% +$57.1K
CBI
262
DELISTED
Chicago Bridge & Iron Nv
CBI
$773K 0.05%
8,870
+1,950
+28% +$158K
CPHD
263
DELISTED
Cepheid Inc
CPHD
$773K 0.05%
15,000
+6,664
+80% +$339K
GG
264
DELISTED
Goldcorp Inc
GG
$773K 0.05%
31,562
+31,412
+20,941% +$799K
CMP icon
265
Compass Minerals
CMP
$1.13B
$770K 0.05%
9,322
+396
+4% +$32.7K
GD icon
266
General Dynamics
GD
$107B
$770K 0.05%
7,067
+105
+2% +$10.9K
IXJ icon
267
iShares Global Healthcare ETF
IXJ
$4.24B
$751K 0.04%
16,488
-400
-2% -$17.9K
CME icon
268
CME Group
CME
$94.8B
$748K 0.04%
10,101
-36
-0.4% -$2.72K
XLU icon
269
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$742K 0.04%
35,804
-13,446
-27% -$265K
MA icon
270
Mastercard
MA
$493B
$740K 0.04%
9,900
– –
PRA
271
DELISTED
ProAssurance
PRA
$734K 0.04%
16,475
-808
-5% -$36.9K
SPN
272
DELISTED
Superior Energy Services, Inc.
SPN
$733K 0.04%
2,380
+453
+24% +$122K
FISV
273
Fiserv Inc
FISV
$27.8B
$706K 0.04%
24,870
+850
+4% +$24.3K
NWL icon
274
Newell Brands
NWL
$2.51B
$697K 0.04%
23,323
+256
+1% +$7.94K
CEB
275
DELISTED
CEB Inc.
CEB
$687K 0.04%
9,252
+44
+0.5% +$3.3K
9 10
11
12 13

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BAM
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ACI
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ACM
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OSIA
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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.