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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
RYL
276
DELISTED
RYLAND GROUP INC
RYL
$874K 0.05%
22,169
+1,340
+6% +$51.5K
MKC icon
277
McCormick & Company Non-Voting
MKC
$14.2B
$866K 0.05%
24,200
+16,182
+202% +$578K
ROK icon
278
Rockwell Automation
ROK
$49B
$844K 0.04%
6,739
+475
+8% +$58.5K
TEVA icon
279
Teva Pharmaceuticals
TEVA
$41.2B
$843K 0.04%
16,070
+5,412
+51% +$277K
NWL icon
280
Newell Brands
NWL
$2.56B
$831K 0.04%
26,788
+3,465
+15% +$104K
XLV icon
281
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$831K 0.04%
13,657
-123
-0.9% -$7.23K
PSMT icon
282
Pricesmart
PSMT
$5.46B
$823K 0.04%
9,459
+87
+0.9% +$8.05K
CIEN icon
283
Ciena
CIEN
$58.4B
$813K 0.04%
37,550
+35,100
+1,433% +$721K
TSCO icon
284
Tractor Supply
TSCO
$18B
$813K 0.04%
67,315
-2,550
-4% -$33.4K
GD icon
285
General Dynamics
GD
$106B
$806K 0.04%
6,915
-152
-2% -$17.3K
CPHD
286
DELISTED
Cepheid Inc
CPHD
$796K 0.04%
16,600
+1,600
+11% +$72.6K
ACC
287
DELISTED
American Campus Communities, Inc.
ACC
$793K 0.04%
20,734
+4,669
+29% +$179K
YUM icon
288
Yum! Brands
YUM
$41.1B
$790K 0.04%
13,536
+2,579
+24% +$143K
RWT
289
Redwood Trust
RWT
$594M
$789K 0.04%
40,534
-2,270
-5% -$45.4K
KN icon
290
Knowles
KN
$3.34B
$786K 0.04%
25,561
-22,688
-47% -$686K
BHP icon
291
BHP
BHP
$230B
$781K 0.04%
13,496
-364
-3% -$21.4K
CATM
292
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$775K 0.04%
22,720
-1,157
-5% -$38.7K
CERN
293
DELISTED
Cerner Corp
CERN
$767K 0.04%
14,875
+7,060
+90% +$371K
ASH icon
294
Ashland
ASH
$3.5B
$766K 0.04%
14,398
-1,533
-10% -$76.5K
AIRM
295
DELISTED
Air Methods Corp
AIRM
$764K 0.04%
14,778
-338
-2% -$17.2K
CVSA
296
Covista Inc
CVSA
$4.8B
$741K 0.04%
17,502
+2,910
+20% +$124K
ESV
297
DELISTED
Ensco Rowan plc
ESV
$741K 0.04%
3,335
-473
-12% -$97.9K
MINI
298
DELISTED
Mobile Mini Inc
MINI
$727K 0.04%
15,173
+2,798
+23% +$124K
PRA
299
DELISTED
ProAssurance
PRA
$724K 0.04%
16,300
-175
-1% -$7.83K
IYR icon
300
iShares US Real Estate ETF
IYR
$4.57B
$720K 0.04%
10,030
+2,150
+27% +$151K
10 11
12
13 14

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IA
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SCC
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BAM
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ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
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MXM
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OSIA
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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.