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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
XLU icon
301
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$720K 0.04%
32,510
-3,294
-9% -$70.1K
IWF icon
302
iShares Russell 1000 Growth ETF
IWF
$128B
$712K 0.04%
31,316
-100
-0.3% -$2.19K
VGK icon
303
Vanguard FTSE Europe ETF
VGK
$31.1B
$704K 0.04%
11,739
+2,322
+25% +$140K
IXJ icon
304
iShares Global Healthcare ETF
IXJ
$4.19B
$702K 0.04%
14,888
-1,600
-10% -$73.5K
NVO
305
Novo Nordisk
NVO
$209B
$701K 0.04%
30,340
+29,990
+8,569% +$662K
STE icon
306
Steris
STE
$23.1B
$701K 0.04%
13,095
+1,435
+12% +$73.9K
BLKB icon
307
Blackbaud
BLKB
$2.08B
$693K 0.04%
19,391
-1,249
-6% -$41.6K
FFIV icon
308
F5
FFIV
$22.7B
$690K 0.04%
6,197
+1,019
+20% +$110K
LECO icon
309
Lincoln Electric
LECO
$15.4B
$688K 0.04%
9,838
+810
+9% +$54.9K
NDSN icon
310
Nordson
NDSN
$17.3B
$687K 0.04%
8,560
+1,896
+28% +$146K
MA icon
311
Mastercard
MA
$493B
$678K 0.04%
9,235
-665
-7% -$49.4K
CEB
312
DELISTED
CEB Inc.
CEB
$673K 0.04%
9,865
+613
+7% +$42.1K
XLI icon
313
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$670K 0.04%
12,396
– –
HTLD icon
314
Heartland Express
HTLD
$956M
$661K 0.04%
30,979
+3,718
+14% +$80.5K
RBA icon
315
RB Global
RBA
$17.5B
$655K 0.03%
26,555
+3,937
+17% +$93.8K
CME icon
316
CME Group
CME
$94.8B
$650K 0.03%
9,169
-932
-9% -$65.6K
NHI icon
317
National Health Investors
NHI
$3.65B
$641K 0.03%
10,256
+977
+11% +$60.3K
JBHT icon
318
JB Hunt Transport Services
JBHT
$25.2B
$634K 0.03%
8,588
-18
-0.2% -$1.36K
PNC icon
319
PNC Financial Services
PNC
$101B
$622K 0.03%
6,978
+5,938
+571% +$507K
COV
320
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$614K 0.03%
6,805
+5,281
+347% +$395K
CBI
321
DELISTED
Chicago Bridge & Iron Nv
CBI
$613K 0.03%
8,990
+120
+1% +$9.54K
AMZN icon
322
Amazon
AMZN
$2.96T
$604K 0.03%
37,180
+34,720
+1,411% +$549K
DVN icon
323
Devon Energy
DVN
$47.3B
$602K 0.03%
7,589
+6,839
+912% +$497K
WHR icon
324
Whirlpool
WHR
$2.82B
$598K 0.03%
4,292
– –
MRSH
325
Marsh
MRSH
$91.5B
$596K 0.03%
11,500
+200
+2% +$9.94K
11 12
13
14 15

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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 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.