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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
HIBB
301
DELISTED
Hibbett, Inc. Common Stock
HIBB
$560K 0.03%
10,599
-2,181
-17% -$129K
MRSH
302
Marsh
MRSH
$91B
$557K 0.03%
11,300
– –
STE icon
303
Steris
STE
$23.3B
$557K 0.03%
11,660
+722
+7% +$33.8K
VGK icon
304
Vanguard FTSE Europe ETF
VGK
$31B
$555K 0.03%
9,417
+5,597
+147% +$327K
FFIV icon
305
F5
FFIV
$23.2B
$552K 0.03%
5,178
+304
+6% +$32.2K
RBA icon
306
RB Global
RBA
$17.4B
$546K 0.03%
22,618
+2,572
+13% +$59K
IYH icon
307
iShares US Healthcare ETF
IYH
$3.77B
$542K 0.03%
22,025
– –
DCI icon
308
Donaldson
DCI
$11.2B
$537K 0.03%
12,662
-970
-7% -$40.8K
MINI
309
DELISTED
Mobile Mini Inc
MINI
$536K 0.03%
12,375
+1,149
+10% +$47.9K
IYR icon
310
iShares US Real Estate ETF
IYR
$4.52B
$533K 0.03%
7,880
+1,000
+15% +$66.4K
AVT icon
311
Avnet
AVT
$7.99B
$531K 0.03%
11,415
-1,185
-9% -$50.8K
AKAM icon
312
Akamai
AKAM
$16.9B
$528K 0.03%
9,070
+189
+2% +$10.4K
CI icon
313
Cigna
CI
$73.6B
$514K 0.03%
6,137
– –
FNFG
314
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$514K 0.03%
54,400
– –
DOC icon
315
Healthpeak Properties
DOC
$14.4B
$513K 0.03%
14,524
-440
-3% -$15.2K
NI icon
316
NiSource
NI
$20B
$513K 0.03%
36,775
+32,230
+709% +$436K
UIL
317
DELISTED
UIL HOLDINGS
UIL
$513K 0.03%
13,946
-307
-2% -$11.6K
PRLB icon
318
Protolabs
PRLB
$2.14B
$502K 0.03%
7,423
+513
+7% +$38.2K
QQQ icon
319
Invesco QQQ Trust
QQQ
$479B
$502K 0.03%
5,724
-200
-3% -$17.7K
TYG
320
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$497K 0.03%
2,715
-625
-19% -$112K
SHY icon
321
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$492K 0.03%
5,822
-352
-6% -$29.7K
BPY
322
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$484K 0.03%
+25,877
New +$497K
MAT icon
323
Mattel
MAT
$4.21B
$474K 0.03%
11,826
+2,625
+29% +$104K
NDSN icon
324
Nordson
NDSN
$17.2B
$470K 0.03%
6,664
+3,464
+108% +$246K
TXT icon
325
Textron
TXT
$15.3B
$469K 0.03%
11,950
+30
+0.3% +$1.12K
11 12
13
14 15

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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
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PP
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MXM
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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.