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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
K
351
DELISTED
Kellanova
K
$503K 0.03%
8,157
+320
+4% +$20K
IBKC
352
DELISTED
IBERIABANK Corp
IBKC
$500K 0.03%
7,233
+646
+10% +$42.3K
WEC icon
353
WEC Energy
WEC
$34.6B
$499K 0.03%
10,636
+10,386
+4,154% +$483K
GMCR
354
DELISTED
KEURIG GREEN MTN INC
GMCR
$493K 0.03%
3,950
-500
-11% -$54.5K
LTM
355
DELISTED
LIFE TIME FITNESS INC
LTM
$491K 0.03%
10,075
-1,968
-16% -$96.7K
AVT icon
356
Avnet
AVT
$7.93B
$490K 0.03%
11,065
-350
-3% -$15.4K
SHY icon
357
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$488K 0.03%
5,767
-55
-0.9% -$4.65K
SCL icon
358
Stepan Co
SCL
$1.47B
$476K 0.03%
8,995
-261
-3% -$14.7K
NE
359
DELISTED
Noble Corporation
NE
$472K 0.03%
16,073
+12,183
+313% +$335K
RVT icon
360
Royce Value Trust
RVT
$2.29B
$455K 0.02%
28,464
-224
-0.8% -$3.49K
CPB icon
361
Campbell Soup
CPB
$6.75B
$447K 0.02%
9,742
+235
+2% +$10.6K
URBN icon
362
Urban Outfitters
URBN
$6.83B
$446K 0.02%
13,169
+1,530
+13% +$53.6K
NUE icon
363
Nucor
NUE
$62.7B
$438K 0.02%
8,903
+2,267
+34% +$116K
TXT icon
364
Textron
TXT
$15.3B
$437K 0.02%
11,420
-530
-4% -$20.8K
ABB
365
DELISTED
ABB Ltd
ABB
$437K 0.02%
18,975
+17,925
+1,707% +$434K
NVDA icon
366
NVIDIA
NVDA
$5.25T
$436K 0.02%
940,960
+8,560
+0.9% +$4K
GM icon
367
General Motors
GM
$77.8B
$430K 0.02%
11,843
+600
+5% +$20.9K
PARA
368
DELISTED
Paramount Global Class B
PARA
$429K 0.02%
6,903
-200
-3% -$11.9K
JWN
369
DELISTED
Nordstrom
JWN
$423K 0.02%
6,225
+5,650
+983% +$366K
CTRX
370
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$422K 0.02%
9,560
+8,340
+684% +$353K
TEG
371
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$422K 0.02%
5,938
– –
PIR
372
DELISTED
Pier 1 Imports, Inc.
PIR
$420K 0.02%
1,362
+493
+57% +$173K
AVB icon
373
AvalonBay Communities
AVB
$26.2B
$418K 0.02%
2,941
-39
-1% -$5.39K
APC
374
DELISTED
Anadarko Petroleum
APC
$418K 0.02%
3,818
+3,000
+367% +$305K
SLF icon
375
Sun Life Financial
SLF
$45.7B
$416K 0.02%
11,335
– –
13 14
15
16 17

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BAM
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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.