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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
SCHE icon
426
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$154K 0.01%
6,310
+2,250
+55% +$52.2K
ICF icon
427
iShares Select U.S. REIT ETF
ICF
$2.08B
$150K 0.01%
3,640
– –
LQD icon
428
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$150K 0.01%
1,285
-321
-20% -$37.2K
HUB.A
429
DELISTED
HUBBELL INC CL-A
HUB.A
$150K 0.01%
1,350
– –
GGG icon
430
Graco
GGG
$13.5B
$149K 0.01%
5,985
– –
IWO icon
431
iShares Russell 2000 Growth ETF
IWO
$14.9B
$139K 0.01%
1,025
– –
EEP
432
DELISTED
Enbridge Energy Partners
EEP
$137K 0.01%
5,000
-1,100
-18% -$30.8K
BTO
433
John Hancock Financial Opportunities Fund
BTO
$800M
$136K 0.01%
5,671
– –
VBK icon
434
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$130K 0.01%
1,050
– –
DNB
435
DELISTED
Dun & Bradstreet
DNB
$125K 0.01%
1,260
– –
MDXG icon
436
MiMedx Group
MDXG
$622M
$123K 0.01%
20,000
– –
NOC icon
437
Northrop Grumman
NOC
$82.1B
$123K 0.01%
1,000
– –
TWTR
438
DELISTED
Twitter, Inc.
TWTR
$123K 0.01%
2,625
+525
+25% +$29.7K
GDX icon
439
VanEck Gold Miners ETF
GDX
$27.6B
$122K 0.01%
5,161
-525
-9% -$12.9K
HAIN icon
440
Hain Celestial
HAIN
$53.4M
$118K 0.01%
2,580
+1,200
+87% +$54.7K
CCEP icon
441
Coca-Cola Europacific Partners
CCEP
$46.9B
$115K 0.01%
2,400
-18,745
-89% -$854K
DNP icon
442
DNP Select Income Fund
DNP
$4.09B
$114K 0.01%
11,585
– –
DWX icon
443
State Street SPDR S&P International Dividend ETF
DWX
$529M
$114K 0.01%
2,356
– –
IGM icon
444
iShares Expanded Tech Sector ETF
IGM
$10.8B
$114K 0.01%
7,530
– –
LMT icon
445
Lockheed Martin
LMT
$139B
$114K 0.01%
696
– –
COV
446
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$112K 0.01%
1,524
-4,581
-75% -$319K
PEG icon
447
Public Service Enterprise Group
PEG
$37.2B
$111K 0.01%
2,915
-550
-16% -$19K
NE
448
DELISTED
Noble Corporation
NE
$111K 0.01%
3,890
+1,917
+97% +$54.2K
IYE icon
449
iShares US Energy ETF
IYE
$1.78B
$108K 0.01%
2,125
– –
GAP
450
The Gap Inc
GAP
$7.74B
$108K 0.01%
2,695
-1,825
-40% -$73.8K
16 17
18
19 20

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BAM
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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.