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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
MCO icon
451
Moody's
MCO
$82.8B
$170K 0.01%
1,940
– –
IYK icon
452
iShares US Consumer Staples ETF
IYK
$1.43B
$169K 0.01%
5,091
– –
HUB.A
453
DELISTED
HUBBELL INC CL-A
HUB.A
$168K 0.01%
1,350
– –
CCEP icon
454
Coca-Cola Europacific Partners
CCEP
$46.7B
$167K 0.01%
3,500
+1,100
+46% +$50.8K
ICE icon
455
Intercontinental Exchange
ICE
$84.7B
$167K 0.01%
4,420
-1,500
-25% -$58.5K
BCS.PRC
456
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$165K 0.01%
6,400
– –
SCHE icon
457
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$164K 0.01%
6,310
– –
IDA icon
458
Idacorp
IDA
$8.08B
$162K 0.01%
2,800
– –
UNM icon
459
Unum
UNM
$14.4B
$160K 0.01%
4,600
– –
HAIN icon
460
Hain Celestial
HAIN
$53.7M
$159K 0.01%
3,580
+1,000
+39% +$44.5K
ICF icon
461
iShares Select U.S. REIT ETF
ICF
$2.08B
$159K 0.01%
3,640
– –
IYJ icon
462
iShares US Industrials ETF
IYJ
$1.94B
$159K 0.01%
3,060
– –
GGG icon
463
Graco
GGG
$13.5B
$156K 0.01%
5,985
– –
WU icon
464
Western Union
WU
$2.17B
$151K 0.01%
8,730
-1,200
-12% -$19.4K
LMT icon
465
Lockheed Martin
LMT
$139B
$144K 0.01%
896
+200
+29% +$32.5K
IWO icon
466
iShares Russell 2000 Growth ETF
IWO
$14.9B
$142K 0.01%
1,025
– –
MDXG icon
467
MiMedx Group
MDXG
$621M
$142K 0.01%
20,000
– –
DNB
468
DELISTED
Dun & Bradstreet
DNB
$139K 0.01%
1,260
– –
LQD icon
469
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$135K 0.01%
1,135
-150
-12% -$17.7K
RYN icon
470
Rayonier
RYN
$6.49B
$135K 0.01%
4,174
-1,415
-25% -$44.4K
ESRT icon
471
Empire State Realty Trust
ESRT
$802M
$133K 0.01%
+8,059
New +$130K
BTO
472
John Hancock Financial Opportunities Fund
BTO
$802M
$131K 0.01%
5,671
– –
VBK icon
473
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$127K 0.01%
1,000
-50
-5% -$6.07K
DNP icon
474
DNP Select Income Fund
DNP
$4.1B
$122K 0.01%
11,585
– –
NOC icon
475
Northrop Grumman
NOC
$81.7B
$120K 0.01%
1,000
– –
17 18
19
20 21

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IA
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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.