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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
USB icon
26
US Bancorp
USB
$99.6B
$18.9M 1.13%
441,785
-24,326
-5% -$1,000K
MMM icon
27
3M
MMM
$94.3B
$18.5M 1.1%
162,692
-10,862
-6% -$1.21M
TJX icon
28
TJX Companies
TJX
$178B
$18.2M 1.09%
598,704
-59,722
-9% -$1.81M
TMO icon
29
Thermo Fisher Scientific
TMO
$220B
$18.1M 1.09%
150,849
-22,709
-13% -$2.7M
SLB icon
30
SLB Ltd
SLB
$75B
$17.7M 1.06%
181,671
+4,194
+2% +$379K
AGN
31
DELISTED
Allergan plc
AGN
$17.7M 1.06%
86,044
-12,776
-13% -$2.53M
PRU icon
32
Prudential Financial
PRU
$41.8B
$17.4M 1.04%
205,590
-13,419
-6% -$1.15M
STT icon
33
State Street
STT
$50.7B
$17.1M 1.03%
246,569
-17,139
-6% -$1.19M
IBM icon
34
IBM
IBM
$224B
$16.3M 0.98%
88,545
-10,571
-11% -$1.86M
VZ icon
35
Verizon
VZ
$196B
$16.3M 0.97%
342,393
-19,479
-5% -$921K
ABT icon
36
Abbott
ABT
$187B
$16M 0.96%
415,850
-16,134
-4% -$622K
PFE icon
37
Pfizer
PFE
$153B
$15.9M 0.95%
520,481
-203
-0% -$6.05K
CB
38
DELISTED
CHUBB CORPORATION
CB
$15.8M 0.94%
176,466
-11,151
-6% -$976K
COF icon
39
Capital One
COF
$134B
$15.4M 0.92%
199,025
-13,651
-6% -$1M
MSI icon
40
Motorola Solutions
MSI
$77.4B
$15.3M 0.92%
238,105
-17,304
-7% -$1.13M
T icon
41
AT&T
T
$163B
$15.3M 0.91%
576,948
-71,248
-11% -$1.79M
OMC icon
42
Omnicom Group
OMC
$23.4B
$14.9M 0.89%
205,653
-19,772
-9% -$1.45M
UPS icon
43
United Parcel Service
UPS
$88.9B
$14.5M 0.87%
148,401
-15,501
-9% -$1.51M
COST icon
44
Costco
COST
$420B
$13.4M 0.8%
119,765
-12,738
-10% -$1.46M
ITB icon
45
iShares US Home Construction ETF
ITB
$2.41B
$12.3M 0.73%
506,678
-35,658
-7% -$882K
CSCO icon
46
Cisco
CSCO
$479B
$12M 0.72%
533,791
+9,294
+2% +$205K
OXY icon
47
Occidental Petroleum
OXY
$55.9B
$11.2M 0.67%
122,545
-5,637
-4% -$504K
GIS icon
48
General Mills
GIS
$19.7B
$11M 0.66%
211,632
-33,743
-14% -$1.67M
PEP icon
49
PepsiCo
PEP
$190B
$10.6M 0.63%
126,430
-8,633
-6% -$701K
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.13T
$10.5M 0.63%
83,927
+3,685
+5% +$431K
1
2
3 4 5

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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 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.