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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
+4.58%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.88B
AUM Growth
+$208M
Cap. Flow
+$136M
Cap. Flow %
7.25%
Top 10 Hldgs %
20%
Holding
840
New
45
Increased
285
Reduced
173
Closed
22

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.16M
2
PG icon
Procter & Gamble
PG
+$4.09M
3
RTX icon
RTX Corp
RTX
+$3.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.86M
5
LUV icon
Southwest Airlines
LUV
+$3.58M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$3.71M
2
GILD icon
Gilead Sciences
GILD
+$2.64M
3
AGN
Allergan plc
AGN
+$1.66M
4
AGN
Allergan Inc
AGN
+$1.58M
5
MNST icon
Monster Beverage
MNST
+$1.45M

Sector Composition

Rank Sector Weight
1 Healthcare 15.16%
2 Technology 14.71%
3 Financials 13.92%
4 Industrials 11.71%
5 Energy 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TROW icon
251
T. Rowe Price
TROW
$24.3B
$1.01M 0.05%
11,976
+1,664
+16% +$136K
META icon
252
Meta Platforms (Facebook)
META
$1.51T
$996K 0.05%
14,795
+707
+5% +$43.5K
FNFG
253
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$994K 0.05%
113,782
+59,382
+109% +$525K
RMD icon
254
ResMed
RMD
$30.7B
$990K 0.05%
19,561
+1,106
+6% +$54.8K
CMP icon
255
Compass Minerals
CMP
$1.15B
$987K 0.05%
10,303
+981
+11% +$88.5K
GG
256
DELISTED
Goldcorp Inc
GG
$987K 0.05%
35,352
+3,790
+12% +$94.1K
SLH
257
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$982K 0.05%
14,626
-70
-0.5% -$4.56K
LYB icon
258
LyondellBasell Industries
LYB
$19.2B
$971K 0.05%
9,945
+2,422
+32% +$231K
XLB icon
259
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$966K 0.05%
38,894
-4,952
-11% -$120K
KSS icon
260
Kohl's
KSS
$2.19B
$956K 0.05%
18,150
+3,100
+21% +$168K
EEM icon
261
iShares MSCI Emerging Markets ETF
EEM
$30B
$937K 0.05%
21,675
+5,850
+37% +$248K
TUP
262
DELISTED
Tupperware Brands Corporation
TUP
$932K 0.05%
11,132
+624
+6% +$52.4K
ANSS
263
DELISTED
Ansys
ANSS
$925K 0.05%
12,202
-604
-5% -$45.3K
TYG
264
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$924K 0.05%
4,673
+1,958
+72% +$376K
VLO icon
265
Valero Energy
VLO
$85.9B
$918K 0.05%
18,334
-4,127
-18% -$228K
STR
266
DELISTED
QUESTAR CORP
STR
$901K 0.05%
36,363
+2,599
+8% +$61.7K
SYK icon
267
Stryker
SYK
$130B
$896K 0.05%
10,638
+826
+8% +$67.5K
SPN
268
DELISTED
Superior Energy Services, Inc.
SPN
$896K 0.05%
2,479
+99
+4% +$32.8K
WAT icon
269
Waters Corp
WAT
$39.9B
$894K 0.05%
8,558
-517
-6% -$54.4K
MS icon
270
Morgan Stanley
MS
$340B
$893K 0.05%
27,611
-131
-0.5% -$4.04K
CSGP icon
271
CoStar Group
CSGP
$12.3B
$892K 0.05%
56,390
+970
+2% +$15.7K
GBCI icon
272
Glacier Bancorp
GBCI
$6.35B
$887K 0.05%
31,256
+1,680
+6% +$45.3K
ATR icon
273
AptarGroup
ATR
$8.61B
$885K 0.05%
13,216
+1,128
+9% +$75K
FNF icon
274
Fidelity National Financial
FNF
$13.5B
$880K 0.05%
47,064
-210
-0.4% -$3.93K
GPI icon
275
Group 1 Automotive
GPI
$3.18B
$878K 0.05%
10,412
+1,064
+11% +$79.4K
9 10
11
12 13

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BAM
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People's United Financial's Q2 2014 Portfolio in Review

As of Q2 2014, People's United Financial held 840 positions worth $1.88B, up 12% from $1.67B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

People's United Financial deployed $136M of net new capital in Q2 2014, opening 45 new positions and adding to 285 existing holdings. Its largest new stake was ITC HOLDINGS CORP: 43,375 shares worth $1.58M.

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

On the sell side, the largest reduction was Chevron, an estimated $3.71M trimmed.

  • People's United Financial's largest Q2 2014 buy was ITC HOLDINGS CORP: 43,375 shares worth $1.58M.
  • People's United Financial added most to Apple in Q2 2014, an estimated $6.16M increase.
  • People's United Financial's biggest Q2 2014 reduction was Chevron, cutting an estimated $3.71M.
  • People's United Financial fully exited Cullen/Frost Bankers in Q2 2014, selling an estimated $945K.
  • People's United Financial's ten largest holdings make up 20% of its $1.88B portfolio in Q2 2014.
  • People's United Financial opened 45 new positions and closed 22 in Q2 2014.
  • People's United Financial's portfolio value rose 12% quarter-over-quarter to $1.88B.

Based on People's United Financial's 13F filing for Q2 2014, filed 12 Aug 2014.