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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
DBC icon
526
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$49K ﹤0.01%
1,875
-200
-10% -$5.12K
AB icon
527
AllianceBernstein
AB
$3.45B
$48K ﹤0.01%
1,925
– –
FLR icon
528
Fluor
FLR
$7.3B
$47K ﹤0.01%
600
+225
+60% +$17.5K
MYD
529
DELISTED
BlackRock MuniYield Fund
MYD
$47K ﹤0.01%
3,419
– –
TBT icon
530
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$310M
$46K ﹤0.01%
687
– –
MHFI
531
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$46K ﹤0.01%
600
-8,300
-93% -$649K
BRCM
532
DELISTED
BROADCOM CORP CL-A
BRCM
$46K ﹤0.01%
1,474
-650
-31% -$19.6K
CCI icon
533
Crown Castle
CCI
$31.3B
$45K ﹤0.01%
608
– –
VO icon
534
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$45K ﹤0.01%
1,600
– –
ISRG icon
535
Intuitive Surgical
ISRG
$139B
$44K ﹤0.01%
900
– –
HTO
536
H2O America
HTO
$2.56B
$44K ﹤0.01%
1,492
-200
-12% -$5.8K
SPXC icon
537
SPX Corp
SPXC
$10.6B
$44K ﹤0.01%
1,787
– –
EWZ icon
538
iShares MSCI Brazil ETF
EWZ
$8.91B
$43K ﹤0.01%
950
-450
-32% -$18.5K
PFF icon
539
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
-300
-22% -$11.5K
AMZN icon
540
Amazon
AMZN
$3T
$41K ﹤0.01%
2,460
-240
-9% -$4.45K
SPG icon
541
Simon Property Group
SPG
$71.5B
$41K ﹤0.01%
264
– –
PSB
542
DELISTED
PS Business Parks, Inc.
PSB
$41K ﹤0.01%
+1,900
New +$153K
LLL
543
DELISTED
L3 Technologies, Inc.
LLL
$41K ﹤0.01%
350
– –
SNDK
544
DELISTED
SANDISK CORP
SNDK
$41K ﹤0.01%
500
– –
NIO
545
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$41K ﹤0.01%
3,000
– –
BHC icon
546
Bausch Health
BHC
$2.37B
$40K ﹤0.01%
300
-500
-63% -$68.4K
VMC icon
547
Vulcan Materials
VMC
$37B
$40K ﹤0.01%
600
– –
BR icon
548
Broadridge
BR
$19.8B
$39K ﹤0.01%
1,047
– –
IWC icon
549
iShares Micro-Cap ETF
IWC
$1.49B
$39K ﹤0.01%
500
– –
TOL icon
550
Toll Brothers
TOL
$14B
$39K ﹤0.01%
1,100
– –
20 21
22
23 24

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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 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.