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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
TMO icon
26
Thermo Fisher Scientific
TMO
$220B
$19.4M 1.03%
164,495
+13,646
+9% +$1.61M
DFS
27
DELISTED
Discover Financial Services
DFS
$19.4M 1.03%
313,035
-16,328
-5% -$954K
USB icon
28
US Bancorp
USB
$99.6B
$19.2M 1.02%
442,842
+1,057
+0.2% +$44.1K
PRU icon
29
Prudential Financial
PRU
$41.8B
$18.6M 0.99%
209,394
+3,804
+2% +$320K
COF icon
30
Capital One
COF
$134B
$18.4M 0.98%
223,136
+24,111
+12% +$1.87M
DD
31
DELISTED
Du Pont De Nemours E I
DD
$18M 0.96%
288,932
-13,813
-5% -$888K
VZ icon
32
Verizon
VZ
$196B
$17.6M 0.94%
359,626
+17,233
+5% +$835K
AGN
33
DELISTED
Allergan plc
AGN
$17.4M 0.93%
78,024
-8,020
-9% -$1.66M
ABT icon
34
Abbott
ABT
$187B
$17.1M 0.91%
417,498
+1,648
+0.4% +$64.7K
IBM icon
35
IBM
IBM
$224B
$16.9M 0.9%
97,499
+8,954
+10% +$1.61M
STT icon
36
State Street
STT
$50.7B
$16.9M 0.9%
250,918
+4,349
+2% +$286K
PFE icon
37
Pfizer
PFE
$153B
$15.8M 0.84%
561,837
+41,356
+8% +$1.18M
CB
38
DELISTED
CHUBB CORPORATION
CB
$15.7M 0.84%
170,878
-5,588
-3% -$514K
T icon
39
AT&T
T
$163B
$15.7M 0.84%
589,221
+12,273
+2% +$329K
MSI icon
40
Motorola Solutions
MSI
$77.4B
$15.5M 0.83%
232,923
-5,182
-2% -$341K
UPS icon
41
United Parcel Service
UPS
$88.9B
$15.1M 0.81%
147,366
-1,035
-0.7% -$104K
CSCO icon
42
Cisco
CSCO
$479B
$15M 0.8%
601,685
+67,894
+13% +$1.62M
TJX icon
43
TJX Companies
TJX
$178B
$14.8M 0.79%
558,572
-40,132
-7% -$1.14M
OMC icon
44
Omnicom Group
OMC
$23.4B
$14.6M 0.78%
205,211
-442
-0.2% -$30.8K
PEP icon
45
PepsiCo
PEP
$190B
$14.4M 0.76%
160,653
+34,223
+27% +$2.96M
COST icon
46
Costco
COST
$420B
$14M 0.74%
121,187
+1,422
+1% +$163K
OXY icon
47
Occidental Petroleum
OXY
$55.9B
$13.3M 0.71%
135,207
+12,662
+10% +$1.19M
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.13T
$12.8M 0.68%
100,900
+16,973
+20% +$2.15M
ITB icon
49
iShares US Home Construction ETF
ITB
$2.35B
$12.6M 0.67%
507,283
+605
+0.1% +$14.4K
CMI icon
50
Cummins
CMI
$88.7B
$12.1M 0.64%
78,239
+8,727
+13% +$1.32M
1
2
3 4 5

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SCC
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BAM
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ACI
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ACM
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MXM
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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.