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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
HIBB
326
DELISTED
Hibbett, Inc. Common Stock
HIBB
$596K 0.03%
11,000
+401
+4% +$21.6K
POWI icon
327
Power Integrations
POWI
$3.61B
$589K 0.03%
20,478
+2,156
+12% +$60.3K
AKAM icon
328
Akamai
AKAM
$15.9B
$582K 0.03%
9,535
+465
+5% +$25.9K
DCI icon
329
Donaldson
DCI
$11.4B
$582K 0.03%
13,752
+1,090
+9% +$45.5K
PRLB icon
330
Protolabs
PRLB
$2.13B
$582K 0.03%
7,110
-313
-4% -$21.2K
QEP
331
DELISTED
QEP RESOURCES, INC.
QEP
$575K 0.03%
16,683
+2,073
+14% +$65.5K
WBS icon
332
Webster Financial
WBS
$12.8B
$571K 0.03%
18,104
– –
MU icon
333
Micron Technology
MU
$991B
$567K 0.03%
17,200
+950
+6% +$25.9K
CI icon
334
Cigna
CI
$74.6B
$564K 0.03%
6,137
– –
IYH icon
335
iShares US Healthcare ETF
IYH
$3.71B
$564K 0.03%
22,020
-5
-0% -$123
DOC icon
336
Healthpeak Properties
DOC
$14.8B
$560K 0.03%
14,854
+330
+2% +$12.4K
RBC icon
337
RBC Bearings
RBC
$18B
$560K 0.03%
8,744
-549
-6% -$34K
RFG icon
338
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$358M
$555K 0.03%
22,125
-1,700
-7% -$40.9K
CLH icon
339
Clean Harbors
CLH
$16.3B
$554K 0.03%
8,623
+1,046
+14% +$62.2K
AMP icon
340
Ameriprise Financial
AMP
$48.8B
$553K 0.03%
4,605
+1,555
+51% +$174K
SWN
341
DELISTED
Southwestern Energy Company
SWN
$553K 0.03%
+12,154
New +$563K
HP icon
342
Helmerich & Payne
HP
$3.71B
$539K 0.03%
4,642
-1,023
-18% -$112K
QQQ icon
343
Invesco QQQ Trust
QQQ
$481B
$538K 0.03%
5,724
– –
A icon
344
Agilent Technologies
A
$41.2B
$532K 0.03%
12,940
-1,957
-13% -$78.6K
MAT icon
345
Mattel
MAT
$4.23B
$531K 0.03%
13,626
+1,800
+15% +$69.9K
MAA icon
346
Mid-America Apartment Communities
MAA
$15.7B
$528K 0.03%
7,231
+532
+8% +$37.6K
XLY icon
347
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$522K 0.03%
15,636
-5,504
-26% -$179K
UIL
348
DELISTED
UIL HOLDINGS
UIL
$519K 0.03%
13,395
-551
-4% -$20.2K
EXPO icon
349
Exponent
EXPO
$3.24B
$512K 0.03%
27,652
+4,260
+18% +$76.1K
UMPQ
350
DELISTED
Umpqua Holdings Corp
UMPQ
$510K 0.03%
28,457
+4,602
+19% +$79.9K
12 13
14
15 16

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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.