We are live on ! Find out more
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
XLY icon
276
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$684K 0.04%
21,140
-4,000
-16% -$130K
IWF icon
277
iShares Russell 1000 Growth ETF
IWF
$127B
$680K 0.04%
31,416
+7,376
+31% +$158K
LYB icon
278
LyondellBasell Industries
LYB
$20.2B
$669K 0.04%
7,523
-286
-4% -$24.1K
SEE
279
DELISTED
Sealed Air
SEE
$667K 0.04%
20,296
-6,649
-25% -$217K
LECO icon
280
Lincoln Electric
LECO
$15.1B
$650K 0.04%
9,028
-413
-4% -$29.6K
EEM icon
281
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$649K 0.04%
15,825
-431
-3% -$16.9K
XLI icon
282
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$649K 0.04%
12,396
+100
+0.8% +$5.14K
BLKB icon
283
Blackbaud
BLKB
$2.09B
$647K 0.04%
20,640
+670
+3% +$22.5K
WHR icon
284
Whirlpool
WHR
$2.75B
$642K 0.04%
4,292
+195
+5% +$28.2K
HTLD icon
285
Heartland Express
HTLD
$911M
$619K 0.04%
27,261
+140
+0.5% +$2.93K
JBHT icon
286
JB Hunt Transport Services
JBHT
$25B
$619K 0.04%
8,606
+157
+2% +$11.6K
CVSA
287
Covista Inc
CVSA
$4.38B
$618K 0.04%
14,592
+1,189
+9% +$46K
GPI icon
288
Group 1 Automotive
GPI
$3.16B
$614K 0.04%
9,348
-645
-6% -$42K
HP icon
289
Helmerich & Payne
HP
$4.18B
$609K 0.04%
5,665
-813
-13% -$75.6K
POWI icon
290
Power Integrations
POWI
$3.46B
$602K 0.04%
18,322
+90
+0.5% +$2.73K
ACC
291
DELISTED
American Campus Communities, Inc.
ACC
$600K 0.04%
16,065
+839
+6% +$29.7K
SCL icon
292
Stepan Co
SCL
$1.47B
$597K 0.04%
9,256
-289
-3% -$18.1K
A icon
293
Agilent Technologies
A
$42B
$596K 0.04%
14,897
+3,981
+36% +$164K
YUM icon
294
Yum! Brands
YUM
$39.7B
$593K 0.04%
10,957
-1,467
-12% -$77.3K
RBC icon
295
RBC Bearings
RBC
$17.6B
$592K 0.04%
9,293
-421
-4% -$27.6K
RFG icon
296
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$588K 0.04%
23,825
-875
-4% -$21.3K
LTM
297
DELISTED
LIFE TIME FITNESS INC
LTM
$580K 0.03%
12,043
+1,659
+16% +$75.7K
TEVA icon
298
Teva Pharmaceuticals
TEVA
$42.1B
$563K 0.03%
10,658
-1,708
-14% -$78.9K
WBS icon
299
Webster Financial
WBS
$12.8B
$562K 0.03%
18,104
-8,287
-31% -$255K
NHI icon
300
National Health Investors
NHI
$3.59B
$561K 0.03%
9,279
-724
-7% -$43.9K
10 11
12
13 14

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.