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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
EMN icon
376
Eastman Chemical
EMN
$8.32B
$411K 0.02%
4,710
-90
-2% -$7.82K
SAP icon
377
SAP
SAP
$239B
$407K 0.02%
5,291
-16,602
-76% -$1.29M
BPY
378
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$403K 0.02%
19,307
-6,570
-25% -$131K
KMR
379
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$403K 0.02%
5,266
-55
-1% -$3.91K
GHL
380
DELISTED
Greenhill & Co., Inc.
GHL
$401K 0.02%
8,142
+3,446
+73% +$170K
ES icon
381
Eversource Energy
ES
$26.7B
$399K 0.02%
8,446
-308
-4% -$14.1K
SIAL
382
DELISTED
SIGMA - ALDRICH CORP
SIAL
$386K 0.02%
3,800
– –
GVI icon
383
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$383K 0.02%
3,457
-390
-10% -$43.1K
MN
384
DELISTED
MANNING & NAPIER, INC.
MN
$379K 0.02%
21,974
+1,290
+6% +$21.6K
BX icon
385
Blackstone
BX
$110B
$378K 0.02%
11,520
+2,242
+24% +$69.2K
KS
386
DELISTED
KapStone Paper and Pack Corp.
KS
$372K 0.02%
+11,238
New +$319K
IJH icon
387
iShares Core S&P Mid-Cap ETF
IJH
$127B
$366K 0.02%
12,795
-4,000
-24% -$110K
ICUI icon
388
ICU Medical
ICUI
$4.57B
$356K 0.02%
5,856
+1,148
+24% +$67.8K
CHEF icon
389
Chefs' Warehouse
CHEF
$4.48B
$335K 0.02%
16,937
+2,697
+19% +$52.4K
PDCE
390
DELISTED
PDC Energy, Inc.
PDCE
$332K 0.02%
+5,250
New +$330K
AA icon
391
Alcoa
AA
$13.6B
$327K 0.02%
9,145
+8,895
+3,558% +$292K
COR icon
392
Cencora
COR
$61.7B
$326K 0.02%
4,480
+200
+5% +$13.7K
VGT icon
393
Vanguard Information Technology ETF
VGT
$149B
$322K 0.02%
26,616
-5,200
-16% -$60K
IEO icon
394
iShares US Oil & Gas Exploration & Production ETF
IEO
$562M
$321K 0.02%
3,310
– –
DVY icon
395
iShares Select Dividend ETF
DVY
$23.5B
$318K 0.02%
4,125
– –
TTE icon
396
TotalEnergies
TTE
$193B
$317K 0.02%
2,782,859,052
+58,913,246
+2% +$5.89K
RIG icon
397
Transocean
RIG
$6.12B
$315K 0.02%
6,997
+6,528
+1,392% +$278K
TER icon
398
Teradyne
TER
$58.2B
$314K 0.02%
+16,000
New +$298K
HES
399
DELISTED
Hess
HES
$312K 0.02%
3,150
+150
+5% +$13.5K
PH icon
400
Parker-Hannifin
PH
$135B
$311K 0.02%
2,475
– –
14 15
16
17 18

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BAM
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ACI
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ACM
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MXM
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OSIA
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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.