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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
VGT icon
351
Vanguard Information Technology ETF
VGT
$148B
$364K 0.02%
31,816
-1,600
-5% -$18K
KMR
352
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$363K 0.02%
5,321
-273
-5% -$19K
SIAL
353
DELISTED
SIGMA - ALDRICH CORP
SIAL
$355K 0.02%
3,800
– –
TEG
354
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$354K 0.02%
5,938
– –
MN
355
DELISTED
MANNING & NAPIER, INC.
MN
$347K 0.02%
20,684
-1,227
-6% -$19.7K
AMP icon
356
Ameriprise Financial
AMP
$49.3B
$336K 0.02%
3,050
+70
+2% +$7.66K
NUE icon
357
Nucor
NUE
$62.9B
$335K 0.02%
6,636
-1,496
-18% -$75K
SONY icon
358
Sony
SONY
$139B
$334K 0.02%
+87,420
New +$302K
HIG icon
359
Hartford Financial Services
HIG
$38.4B
$333K 0.02%
9,448
+6,010
+175% +$209K
NGVC icon
360
Vitamin Cottage Natural Grocers
NGVC
$610M
$332K 0.02%
7,610
+604
+9% +$24.6K
DEO icon
361
Diageo
DEO
$53.1B
$331K 0.02%
2,663
-807
-23% -$101K
PIR
362
DELISTED
Pier 1 Imports, Inc.
PIR
$328K 0.02%
869
+78
+10% +$30.7K
BEAM
363
DELISTED
BEAM INC COM STK (DE)
BEAM
$322K 0.02%
3,869
-1,309
-25% -$106K
TRV icon
364
Travelers Companies
TRV
$78.2B
$321K 0.02%
3,774
-1,604
-30% -$135K
MJN
365
DELISTED
Mead Johnson Nutrition Company
MJN
$307K 0.02%
+3,695
New +$300K
TD icon
366
Toronto Dominion Bank
TD
$200B
$306K 0.02%
6,520
– –
CHEF icon
367
Chefs' Warehouse
CHEF
$4.47B
$305K 0.02%
14,240
+1,310
+10% +$31.5K
BX icon
368
Blackstone
BX
$118B
$303K 0.02%
9,278
-4,148
-31% -$132K
DVY icon
369
iShares Select Dividend ETF
DVY
$23.6B
$302K 0.02%
4,125
– –
HUB.B
370
DELISTED
HUBBELL INC CL-B
HUB.B
$297K 0.02%
2,474
– –
PH icon
371
Parker-Hannifin
PH
$135B
$296K 0.02%
2,475
+200
+9% +$24K
XEL icon
372
Xcel Energy
XEL
$48B
$296K 0.02%
9,755
-2,597
-21% -$75.7K
MKC icon
373
McCormick & Company Non-Voting
MKC
$14.1B
$287K 0.02%
8,018
-620
-7% -$20.9K
ADM icon
374
Archer Daniels Midland
ADM
$38.7B
$283K 0.02%
6,523
– –
ICUI icon
375
ICU Medical
ICUI
$4.59B
$282K 0.02%
4,708
-103
-2% -$6.35K
13 14
15
16 17

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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.