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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
GMCR
326
DELISTED
KEURIG GREEN MTN INC
GMCR
$469K 0.03%
4,450
-425
-9% -$42.2K
IJH icon
327
iShares Core S&P Mid-Cap ETF
IJH
$127B
$462K 0.03%
16,795
– –
K
328
DELISTED
Kellanova
K
$462K 0.03%
7,837
+166
+2% +$9.42K
IBKC
329
DELISTED
IBERIABANK Corp
IBKC
$462K 0.03%
6,587
+242
+4% +$15.8K
MAA icon
330
Mid-America Apartment Communities
MAA
$15.4B
$457K 0.03%
6,699
-463
-6% -$30.4K
ECL icon
331
Ecolab
ECL
$79.7B
$456K 0.03%
4,220
-100
-2% -$10.5K
RVT icon
332
Royce Value Trust
RVT
$2.29B
$451K 0.03%
28,688
-2,441
-8% -$38.1K
UMPQ
333
DELISTED
Umpqua Holdings Corp
UMPQ
$445K 0.03%
23,855
+613
+3% +$11.1K
CERN
334
DELISTED
Cerner Corp
CERN
$440K 0.03%
7,815
+400
+5% +$23.1K
EXPO icon
335
Exponent
EXPO
$3.28B
$439K 0.03%
23,392
+2,368
+11% +$43.7K
PARA
336
DELISTED
Paramount Global Class B
PARA
$439K 0.03%
7,103
-3,915
-36% -$247K
QEP
337
DELISTED
QEP RESOURCES, INC.
QEP
$430K 0.03%
14,610
-557
-4% -$16.7K
CPB icon
338
Campbell Soup
CPB
$6.69B
$426K 0.03%
9,507
+280
+3% +$12K
URBN icon
339
Urban Outfitters
URBN
$6.81B
$424K 0.03%
11,639
-70
-0.6% -$2.55K
GVI icon
340
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$423K 0.03%
3,847
-500
-12% -$55.1K
NVDA icon
341
NVIDIA
NVDA
$5.27T
$418K 0.03%
932,400
– –
CLH icon
342
Clean Harbors
CLH
$16.4B
$415K 0.02%
7,577
– –
EMN icon
343
Eastman Chemical
EMN
$8.39B
$414K 0.02%
4,800
-25
-0.5% -$2.05K
IJK icon
344
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$413K 0.02%
10,808
– –
ES icon
345
Eversource Energy
ES
$26.8B
$398K 0.02%
8,754
+1,000
+13% +$43.7K
SLF icon
346
Sun Life Financial
SLF
$45.8B
$393K 0.02%
11,335
– –
AVB icon
347
AvalonBay Communities
AVB
$26.3B
$392K 0.02%
2,980
– –
TYY
348
DELISTED
TORTOISE ENERGY CAPITAL CORP
TYY
$390K 0.02%
11,750
– –
GM icon
349
General Motors
GM
$77.2B
$387K 0.02%
11,243
+4,300
+62% +$158K
MU icon
350
Micron Technology
MU
$972B
$384K 0.02%
+16,250
New +$386K
12 13
14
15 16

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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.