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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
ADM icon
401
Archer Daniels Midland
ADM
$38.1B
$308K 0.02%
6,973
+450
+7% +$19.9K
MCRS
402
DELISTED
MICROS SYSTEMS INC
MCRS
$308K 0.02%
+4,540
New +$248K
HUM icon
403
Humana
HUM
$46.7B
$307K 0.02%
2,400
+200
+9% +$23.7K
HUB.B
404
DELISTED
HUBBELL INC CL-B
HUB.B
$305K 0.02%
2,474
– –
XEL icon
405
Xcel Energy
XEL
$48B
$304K 0.02%
9,448
-307
-3% -$9.51K
HIG icon
406
Hartford Financial Services
HIG
$39.2B
$303K 0.02%
8,448
-1,000
-11% -$35.2K
PBA icon
407
Pembina Pipeline
PBA
$27.7B
$290K 0.02%
6,749
– –
SPY icon
408
State Street SPDR S&P 500 ETF Trust
SPY
$811B
$286K 0.02%
1,462
– –
DNOW icon
409
DNOW Inc
DNOW
$3.06B
$284K 0.02%
+7,822
New +$269K
TD icon
410
Toronto Dominion Bank
TD
$201B
$278K 0.01%
5,400
-1,120
-17% -$54.4K
TT icon
411
Trane Technologies
TT
$106B
$278K 0.01%
4,448
– –
MAR icon
412
Marriott International
MAR
$91B
$277K 0.01%
4,315
+550
+15% +$32.6K
GEN icon
413
Gen Digital
GEN
$17.6B
$271K 0.01%
11,854
-2,030
-15% -$43.1K
EW icon
414
Edwards Lifesciences
EW
$53.1B
$270K 0.01%
18,840
– –
NTG
415
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
$270K 0.01%
902
– –
IXC icon
416
iShares Global Energy ETF
IXC
$2.69B
$268K 0.01%
5,521
– –
PBI icon
417
Pitney Bowes
PBI
$2.35B
$264K 0.01%
9,572
– –
IDXX icon
418
Idexx Laboratories
IDXX
$46.9B
$263K 0.01%
3,940
– –
AIG icon
419
American International
AIG
$41B
$261K 0.01%
4,780
-400
-8% -$21.2K
HITT
420
DELISTED
HITTITE MICROWAVE CORP
HITT
$259K 0.01%
+3,313
New +$213K
BBBY
421
DELISTED
Bed Bath & Beyond Inc
BBBY
$257K 0.01%
+4,473
New +$279K
RDS.B
422
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$257K 0.01%
2,944
-192
-6% -$16K
SPG icon
423
Simon Property Group
SPG
$71B
$255K 0.01%
1,535
+1,271
+481% +$208K
WPX
424
DELISTED
WPX Energy, Inc.
WPX
$250K 0.01%
10,449
-632
-6% -$13.4K
IJK icon
425
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$248K 0.01%
6,308
-4,500
-42% -$170K
15 16
17
18 19

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.