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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
IGM icon
476
iShares Expanded Tech Sector ETF
IGM
$10.8B
$119K 0.01%
7,530
– –
NVSL
477
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$116K 0.01%
13,870
-11,325
-45% -$89.9K
GDX icon
478
VanEck Gold Miners ETF
GDX
$27.6B
$115K 0.01%
4,330
-831
-16% -$19.9K
CMG icon
479
Chipotle Mexican Grill
CMG
$40.7B
$113K 0.01%
9,500
-5,000
-34% -$54.2K
THRM icon
480
Gentherm
THRM
$1.27B
$113K 0.01%
2,550
– –
MDY icon
481
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$111K 0.01%
425
– –
SNDK
482
DELISTED
SANDISK CORP
SNDK
$110K 0.01%
1,050
+550
+110% +$49.9K
AMAT icon
483
Applied Materials
AMAT
$415B
$108K 0.01%
4,800
– –
MOO icon
484
VanEck Agribusiness ETF
MOO
$978M
$107K 0.01%
1,943
+100
+5% +$5.46K
PEG icon
485
Public Service Enterprise Group
PEG
$37.2B
$107K 0.01%
2,615
-300
-10% -$11.7K
DWX icon
486
State Street SPDR S&P International Dividend ETF
DWX
$529M
$105K 0.01%
2,056
-300
-13% -$15.2K
SNI
487
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$105K 0.01%
1,295
– –
SHW icon
488
Sherwin-Williams
SHW
$88.1B
$103K 0.01%
1,500
– –
OGE icon
489
OGE Energy
OGE
$9.54B
$102K 0.01%
2,600
– –
DIA icon
490
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$101K 0.01%
600
-450
-43% -$74.6K
B
491
Barrick Mining
B
$68.5B
$101K 0.01%
5,500
– –
RBS.PRH.CL
492
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$101K 0.01%
4,000
– –
BIV icon
493
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$98K 0.01%
1,163
– –
TEF
494
DELISTED
Telefonica
TEF
$98K 0.01%
7,753
– –
PXD
495
DELISTED
Pioneer Natural Resource Co.
PXD
$98K 0.01%
428
– –
FFC
496
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
$97K 0.01%
4,954
– –
VEA icon
497
Vanguard FTSE Developed Markets ETF
VEA
$236B
$97K 0.01%
2,268
-117
-5% -$4.93K
TWTR
498
DELISTED
Twitter, Inc.
TWTR
$97K 0.01%
2,375
-250
-10% -$9.46K
GLD icon
499
SPDR Gold Trust
GLD
$143B
$95K 0.01%
740
-100
-12% -$12.4K
SPSB icon
500
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
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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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.