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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
OKS
501
DELISTED
Oneok Partners LP
OKS
$94K 0.01%
1,600
– –
CHK
502
DELISTED
Chesapeake Energy Corporation
CHK
$91K ﹤0.01%
15
-1
-6% -$5.45K
BPL
503
DELISTED
Buckeye Partners, L.P.
BPL
$91K ﹤0.01%
1,100
– –
HSBC icon
504
HSBC
HSBC
$354B
$89K ﹤0.01%
2,039
– –
NYT icon
505
New York Times
NYT
$10.4B
$88K ﹤0.01%
5,788
– –
EQT icon
506
EQT Corp
EQT
$32.7B
$86K ﹤0.01%
1,470
– –
FXH icon
507
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$85K ﹤0.01%
1,600
-425
-21% -$21.6K
IJT icon
508
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$85K ﹤0.01%
1,400
– –
LULU icon
509
lululemon athletica
LULU
$14.5B
$85K ﹤0.01%
2,100
+600
+40% +$27.4K
ESI icon
510
Element Solutions
ESI
$9.27B
$84K ﹤0.01%
+3,000
New +$69.7K
OEF icon
511
iShares S&P 100 ETF
OEF
$20.5B
$84K ﹤0.01%
972
– –
ZTS icon
512
Zoetis
ZTS
$30.1B
$84K ﹤0.01%
2,600
– –
IWN icon
513
iShares Russell 2000 Value ETF
IWN
$14.6B
$83K ﹤0.01%
800
– –
VNO icon
514
Vornado Realty Trust
VNO
$7.31B
$83K ﹤0.01%
1,059
– –
BRCM
515
DELISTED
BROADCOM CORP CL-A
BRCM
$81K ﹤0.01%
2,174
+700
+47% +$22.9K
HYD icon
516
VanEck High Yield Muni ETF
HYD
$4.4B
$80K ﹤0.01%
1,319
– –
PCEF icon
517
Invesco CEF Income Composite ETF
PCEF
$813M
$80K ﹤0.01%
3,156
– –
L icon
518
Loews
L
$23.3B
$79K ﹤0.01%
1,800
– –
APH icon
519
Amphenol
APH
$210B
$77K ﹤0.01%
6,400
– –
PXLC
520
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$77K ﹤0.01%
1,996
– –
IXP icon
521
iShares Global Comm Services ETF
IXP
$571M
$76K ﹤0.01%
1,200
– –
DKS icon
522
Dick's Sporting Goods
DKS
$19B
$74K ﹤0.01%
1,600
+200
+14% +$9.77K
VHT icon
523
Vanguard Health Care ETF
VHT
$18.7B
$74K ﹤0.01%
663
– –
MRD
524
DELISTED
MEMORIAL RESOURCE DEV CORP COM STK (DE)
MRD
$73K ﹤0.01%
+3,000
New +$72.2K
RL icon
525
Ralph Lauren
RL
$24.1B
$72K ﹤0.01%
450
– –
19 20
21
22 23

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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.