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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
MDY icon
451
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$106K 0.01%
425
– –
GLD icon
452
SPDR Gold Trust
GLD
$143B
$104K 0.01%
840
-50
-6% -$6.23K
FXH icon
453
First Trust Health Care AlphaDEX Fund
FXH
$1.12B
$103K 0.01%
2,025
-400
-16% -$20.4K
MOO icon
454
VanEck Agribusiness ETF
MOO
$982M
$100K 0.01%
1,843
– –
RBS.PRH.CL
455
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$100K 0.01%
4,000
– –
NYT icon
456
New York Times
NYT
$10.3B
$99K 0.01%
5,788
+200
+4% +$3.09K
SHW icon
457
Sherwin-Williams
SHW
$88.9B
$99K 0.01%
1,500
– –
AMAT icon
458
Applied Materials
AMAT
$423B
$98K 0.01%
4,800
– –
B
459
Barrick Mining
B
$67.9B
$98K 0.01%
5,500
-28,165
-84% -$545K
VEA icon
460
Vanguard FTSE Developed Markets ETF
VEA
$237B
$98K 0.01%
2,385
– –
SNI
461
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$98K 0.01%
+1,295
New +$101K
BIV icon
462
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$97K 0.01%
1,163
– –
IXG icon
463
iShares Global Financials ETF
IXG
$697M
$97K 0.01%
1,723
-60
-3% -$3.32K
OGE icon
464
OGE Energy
OGE
$9.54B
$96K 0.01%
2,600
– –
FFC
465
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$785M
$95K 0.01%
4,954
– –
SPSB icon
466
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
HLF icon
467
Herbalife
HLF
$1.23B
$92K 0.01%
3,200
+2,000
+167% +$66.1K
PNC icon
468
PNC Financial Services
PNC
$100B
$90K 0.01%
1,040
– –
TEF
469
DELISTED
Telefonica
TEF
$90K 0.01%
7,753
– –
YHOO
470
DELISTED
Yahoo Inc
YHOO
$90K 0.01%
2,500
– –
HSBC icon
471
HSBC
HSBC
$356B
$89K 0.01%
2,039
– –
THRM icon
472
Gentherm
THRM
$1.3B
$89K 0.01%
2,550
+2,110
+480% +$59.2K
OKS
473
DELISTED
Oneok Partners LP
OKS
$86K 0.01%
1,600
– –
CRM icon
474
Salesforce
CRM
$162B
$84K 0.01%
1,480
– –
IJT icon
475
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$83K 0.01%
1,400
– –
17 18
19
20 21

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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 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.