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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
BPL
476
DELISTED
Buckeye Partners, L.P.
BPL
$83K 0.01%
1,100
– –
IWN icon
477
iShares Russell 2000 Value ETF
IWN
$14.6B
$81K ﹤0.01%
800
– –
IXP icon
478
iShares Global Comm Services ETF
IXP
$567M
$80K ﹤0.01%
1,200
-98
-8% -$6.48K
OEF icon
479
iShares S&P 100 ETF
OEF
$20.4B
$80K ﹤0.01%
972
– –
PXD
480
DELISTED
Pioneer Natural Resource Co.
PXD
$80K ﹤0.01%
+428
New +$78.2K
L icon
481
Loews
L
$23.1B
$79K ﹤0.01%
1,800
– –
LULU icon
482
lululemon athletica
LULU
$14.3B
$79K ﹤0.01%
1,500
– –
EQT icon
483
EQT Corp
EQT
$34B
$78K ﹤0.01%
1,470
– –
HYD icon
484
VanEck High Yield Muni ETF
HYD
$4.4B
$78K ﹤0.01%
1,319
– –
PCEF icon
485
Invesco CEF Income Composite ETF
PCEF
$817M
$78K ﹤0.01%
3,156
– –
DKS icon
486
Dick's Sporting Goods
DKS
$18.4B
$76K ﹤0.01%
1,400
+200
+17% +$10.8K
VNO icon
487
Vornado Realty Trust
VNO
$7.24B
$76K ﹤0.01%
1,059
– –
CHK
488
DELISTED
Chesapeake Energy Corporation
CHK
$76K ﹤0.01%
16
-3
-16% -$14.6K
ZTS icon
489
Zoetis
ZTS
$31.1B
$75K ﹤0.01%
2,600
+1,400
+117% +$42.8K
APH icon
490
Amphenol
APH
$206B
$73K ﹤0.01%
6,400
– –
PXLC
491
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$73K ﹤0.01%
+1,996
New +$71.1K
RL icon
492
Ralph Lauren
RL
$23.7B
$72K ﹤0.01%
450
-250
-36% -$40.3K
VHT icon
493
Vanguard Health Care ETF
VHT
$19B
$71K ﹤0.01%
663
– –
ALLE icon
494
Allegion
ALLE
$14.3B
$69K ﹤0.01%
1,319
-62
-4% -$3.12K
FAST icon
495
Fastenal
FAST
$60.1B
$69K ﹤0.01%
5,616
-2,000
-26% -$23.4K
UST icon
496
ProShares Ultra 7-10 Year Treasury
UST
$13.8M
$69K ﹤0.01%
+1,334
New +$69.3K
APC
497
DELISTED
Anadarko Petroleum
APC
$69K ﹤0.01%
818
-60
-7% -$4.92K
SCG
498
DELISTED
Scana
SCG
$67K ﹤0.01%
1,300
-400
-24% -$19.2K
TYC
499
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$67K ﹤0.01%
1,516
– –
LAZ icon
500
Lazard
LAZ
$4.24B
$64K ﹤0.01%
1,360
-4,150
-75% -$187K
18 19
20
21 22

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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.