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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
BBWI icon
551
Bath & Body Works
BBWI
$3.89B
$38K ﹤0.01%
835
– –
DRI icon
552
Darden Restaurants
DRI
$24.9B
$38K ﹤0.01%
828
-4,197
-84% -$188K
INTU icon
553
Intuit
INTU
$91.5B
$38K ﹤0.01%
490
– –
KEY icon
554
KeyCorp
KEY
$24.3B
$38K ﹤0.01%
2,700
– –
VTI icon
555
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$37K ﹤0.01%
376
– –
DBB icon
556
Invesco DB Base Metals Fund
DBB
$318M
$36K ﹤0.01%
2,275
– –
JWN
557
DELISTED
Nordstrom
JWN
$36K ﹤0.01%
575
– –
SNY icon
558
Sanofi
SNY
$104B
$36K ﹤0.01%
690
– –
TFI icon
559
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$36K ﹤0.01%
775
– –
HPQ icon
560
HP
HPQ
$27.3B
$35K ﹤0.01%
2,385
+220
+10% +$2.96K
PNR icon
561
Pentair
PNR
$10.7B
$35K ﹤0.01%
+658
New +$34.4K
TR icon
562
Tootsie Roll Industries
TR
$2.97B
$35K ﹤0.01%
1,662
-50
-3% -$1.04K
XYL icon
563
Xylem
XYL
$28.3B
$35K ﹤0.01%
972
– –
DINO icon
564
HF Sinclair
DINO
$15.2B
$34K ﹤0.01%
725
– –
NOK icon
565
Nokia
NOK
$51B
$34K ﹤0.01%
4,693
-250
-5% -$1.88K
UL icon
566
Unilever
UL
$135B
$34K ﹤0.01%
711
– –
CTWS
567
DELISTED
Connecticut Water Service Inc
CTWS
$34K ﹤0.01%
985
– –
PETM
568
DELISTED
PETSMART INC
PETM
$34K ﹤0.01%
500
– –
BKN
569
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$33K ﹤0.01%
2,289
– –
VWO icon
570
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$33K ﹤0.01%
811
– –
STJ
571
DELISTED
St Jude Medical
STJ
$33K ﹤0.01%
500
– –
RGT
572
Royce Global Value Trust
RGT
$102M
$32K ﹤0.01%
3,538
-187
-5% -$1.63K
SRE icon
573
Sempra
SRE
$55.1B
$32K ﹤0.01%
666
– –
FTR
574
DELISTED
Frontier Communications Corp.
FTR
$32K ﹤0.01%
378
-11
-3% -$805
HOG icon
575
Harley-Davidson
HOG
$2.72B
$31K ﹤0.01%
471
– –
21 22
23
24 25

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.