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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
BALL icon
426
Ball Corp
BALL
$16.5B
$245K 0.01%
7,834
+7,034
+879% +$206K
BEN icon
427
Franklin Resources
BEN
$17.2B
$240K 0.01%
+4,144
New +$227K
IYE icon
428
iShares US Energy ETF
IYE
$1.75B
$239K 0.01%
4,200
+2,075
+98% +$112K
TWC
429
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$238K 0.01%
1,616
– –
FIS icon
430
Fidelity National Information Services
FIS
$21.9B
$235K 0.01%
4,300
– –
MNST icon
431
Monster Beverage
MNST
$90.6B
$234K 0.01%
19,794
-126,840
-87% -$1.45M
MUB icon
432
iShares National Muni Bond ETF
MUB
$45.8B
$234K 0.01%
2,150
– –
IP icon
433
International Paper
IP
$21.9B
$232K 0.01%
+4,915
New +$216K
EFX icon
434
Equifax
EFX
$21.4B
$225K 0.01%
3,100
– –
KMI icon
435
Kinder Morgan
KMI
$69.3B
$217K 0.01%
5,972
-900
-13% -$30.4K
XNTK icon
436
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
$217K 0.01%
4,550
-200
-4% -$9.21K
WPC icon
437
W.P. Carey
WPC
$16B
$212K 0.01%
+3,355
New +$205K
STI
438
DELISTED
SunTrust Banks, Inc.
STI
$212K 0.01%
5,288
-850
-14% -$33.1K
BKT icon
439
BlackRock Income Trust
BKT
$341M
$210K 0.01%
10,567
– –
EGN
440
DELISTED
Energen
EGN
$209K 0.01%
+2,350
New +$198K
ETP
441
DELISTED
Energy Transfer Partners L.p.
ETP
$206K 0.01%
+3,550
New +$199K
RPG icon
442
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$191K 0.01%
12,325
+1,000
+9% +$14.7K
CXT icon
443
Crane NXT
CXT
$2.95B
$186K 0.01%
7,197
– –
UBNK
444
DELISTED
United Financial Bancorp, Inc.
UBNK
$186K 0.01%
13,720
+12,318
+879% +$166K
EEP
445
DELISTED
Enbridge Energy Partners
EEP
$185K 0.01%
5,000
– –
ALL icon
446
Allstate
ALL
$68.5B
$183K 0.01%
3,122
– –
VIG icon
447
Vanguard Dividend Appreciation ETF
VIG
$114B
$181K 0.01%
2,324
– –
EPP icon
448
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$179K 0.01%
3,632
– –
SPLS
449
DELISTED
Staples Inc
SPLS
$179K 0.01%
16,550
-2,450
-13% -$29.1K
IWP icon
450
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$172K 0.01%
3,840
– –
16 17
18
19 20

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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 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.