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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
TWC
401
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$222K 0.01%
1,616
-150
-8% -$20.5K
XNTK icon
402
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
$220K 0.01%
4,750
– –
SPLS
403
DELISTED
Staples Inc
SPLS
$215K 0.01%
19,000
+2,500
+15% +$32.7K
EFX icon
404
Equifax
EFX
$21.3B
$211K 0.01%
3,100
– –
MAR icon
405
Marriott International
MAR
$90.9B
$211K 0.01%
3,765
+250
+7% +$12.9K
BKT icon
406
BlackRock Income Trust
BKT
$342M
$207K 0.01%
10,567
-1,424
-12% -$27.9K
DNKN
407
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$204K 0.01%
4,059
+1,100
+37% +$54.2K
WPX
408
DELISTED
WPX Energy, Inc.
WPX
$200K 0.01%
11,081
-66
-0.6% -$1.22K
NVSL
409
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$190K 0.01%
25,195
– –
CXT icon
410
Crane NXT
CXT
$2.96B
$178K 0.01%
7,197
– –
ALL icon
411
Allstate
ALL
$68.2B
$177K 0.01%
3,122
-4,763
-60% -$255K
EPP icon
412
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$175K 0.01%
3,632
– –
VIG icon
413
Vanguard Dividend Appreciation ETF
VIG
$114B
$175K 0.01%
2,324
+350
+18% +$25.8K
RYN icon
414
Rayonier
RYN
$6.52B
$174K 0.01%
5,589
-222
-4% -$6.68K
DIA icon
415
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$172K 0.01%
1,050
– –
RPG icon
416
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$166K 0.01%
11,325
+1,425
+14% +$20.6K
BCS.PRC
417
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$166K 0.01%
6,400
– –
CMG icon
418
Chipotle Mexican Grill
CMG
$40.7B
$165K 0.01%
14,500
– –
IWP icon
419
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$165K 0.01%
3,840
+68
+2% +$2.9K
IYK icon
420
iShares US Consumer Staples ETF
IYK
$1.43B
$162K 0.01%
5,091
-150
-3% -$4.67K
UNM icon
421
Unum
UNM
$14.5B
$162K 0.01%
4,600
– –
WU icon
422
Western Union
WU
$2.19B
$162K 0.01%
9,930
– –
IDA icon
423
Idacorp
IDA
$8.08B
$155K 0.01%
2,800
+1,600
+133% +$85.7K
IYJ icon
424
iShares US Industrials ETF
IYJ
$1.94B
$154K 0.01%
3,060
– –
MCO icon
425
Moody's
MCO
$82.8B
$154K 0.01%
1,940
– –
15 16
17
18 19

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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.