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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
UST icon
526
ProShares Ultra 7-10 Year Treasury
UST
$13.9M
$72K ﹤0.01%
1,334
– –
TYC
527
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$72K ﹤0.01%
1,516
– –
UGI icon
528
UGI
UGI
$7.24B
$71K ﹤0.01%
2,100
– –
WIN
529
DELISTED
Windstream Holdings Inc
WIN
$71K ﹤0.01%
908
+1
+0.1% +$73
LAZ icon
530
Lazard
LAZ
$4.25B
$70K ﹤0.01%
1,360
– –
GAP
531
The Gap Inc
GAP
$7.64B
$70K ﹤0.01%
1,695
-1,000
-37% -$40.5K
SCG
532
DELISTED
Scana
SCG
$70K ﹤0.01%
1,300
– –
CAVM
533
DELISTED
Cavium, Inc.
CAVM
$70K ﹤0.01%
1,400
+1,200
+600% +$55.2K
ALLE icon
534
Allegion
ALLE
$14.2B
$69K ﹤0.01%
1,219
-100
-8% -$5.26K
FAST icon
535
Fastenal
FAST
$59.5B
$69K ﹤0.01%
5,616
– –
SJM icon
536
J.M. Smucker
SJM
$12.7B
$69K ﹤0.01%
644
– –
SVC
537
Service Properties Trust
SVC
$1.04B
$67K ﹤0.01%
443
+20
+5% +$2.92K
MBB icon
538
iShares MBS ETF
MBB
$39B
$65K ﹤0.01%
605
– –
TIME
539
DELISTED
Time Inc.
TIME
$65K ﹤0.01%
+2,695
New +$63.1K
EVT icon
540
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$62K ﹤0.01%
3,000
– –
STX icon
541
Seagate
STX
$183B
$62K ﹤0.01%
1,098
+68
+7% +$3.66K
APO icon
542
Apollo Global Management
APO
$73.9B
$60K ﹤0.01%
+2,175
New +$59.1K
FPX icon
543
First Trust US Equity Opportunities ETF
FPX
$1.49B
$60K ﹤0.01%
1,250
– –
SDY icon
544
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$60K ﹤0.01%
785
– –
NLY icon
545
Annaly Capital Management
NLY
$17.2B
$58K ﹤0.01%
1,275
– –
AZO icon
546
AutoZone
AZO
$50.2B
$57K ﹤0.01%
106
– –
ELV icon
547
Elevance Health
ELV
$85.9B
$57K ﹤0.01%
534
– –
NS
548
DELISTED
NuStar Energy L.P.
NS
$57K ﹤0.01%
925
– –
PCG icon
549
PG&E
PCG
$37.9B
$56K ﹤0.01%
1,166
– –
HOT
550
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$55K ﹤0.01%
683
– –
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 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.