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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
IEO icon
376
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$282K 0.02%
3,310
-283
-8% -$23.1K
TTE icon
377
TotalEnergies
TTE
$195B
$282K 0.02%
2,723,945,806
– –
COR icon
378
Cencora
COR
$62B
$281K 0.02%
4,280
-971
-18% -$66K
GEN icon
379
Gen Digital
GEN
$17.5B
$277K 0.02%
13,884
+13,084
+1,636% +$280K
SPY icon
380
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$273K 0.02%
1,462
– –
AIG icon
381
American International
AIG
$40.6B
$259K 0.02%
5,180
+190
+4% +$9.45K
PBA icon
382
Pembina Pipeline
PBA
$27.8B
$257K 0.02%
6,749
-112
-2% -$3.96K
TT icon
383
Trane Technologies
TT
$105B
$255K 0.02%
4,448
+300
+7% +$17.9K
TFX icon
384
Teleflex
TFX
$5.89B
$253K 0.02%
2,361
-6,605
-74% -$650K
HES
385
DELISTED
Hess
HES
$249K 0.01%
3,000
– –
PBI icon
386
Pitney Bowes
PBI
$2.33B
$249K 0.01%
9,572
– –
HUM icon
387
Humana
HUM
$46.3B
$248K 0.01%
2,200
+400
+22% +$41.7K
RDS.B
388
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$245K 0.01%
3,136
-1,030
-25% -$78.1K
CVE icon
389
Cenovus Energy
CVE
$54.5B
$244K 0.01%
8,409
-22,935
-73% -$612K
GHL
390
DELISTED
Greenhill & Co., Inc.
GHL
$244K 0.01%
4,696
-129
-3% -$6.97K
STI
391
DELISTED
SunTrust Banks, Inc.
STI
$244K 0.01%
6,138
-2,521
-29% -$96.4K
IXC icon
392
iShares Global Energy ETF
IXC
$2.72B
$242K 0.01%
5,521
-200
-3% -$8.43K
NTG
393
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
$241K 0.01%
902
– –
IDXX icon
394
Idexx Laboratories
IDXX
$46.9B
$238K 0.01%
3,940
+3,540
+885% +$211K
ICE icon
395
Intercontinental Exchange
ICE
$84.5B
$234K 0.01%
5,920
– –
EW icon
396
Edwards Lifesciences
EW
$53B
$233K 0.01%
18,840
– –
FIS icon
397
Fidelity National Information Services
FIS
$21.9B
$230K 0.01%
4,300
– –
MUB icon
398
iShares National Muni Bond ETF
MUB
$45.8B
$230K 0.01%
2,150
+1,350
+169% +$143K
SI
399
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$226K 0.01%
1,670
– –
KMI icon
400
Kinder Morgan
KMI
$69.9B
$223K 0.01%
6,872
– –
14 15
16
17 18

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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.