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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
CF icon
551
CF Industries
CF
$17.3B
$54K ﹤0.01%
1,125
– –
IJR icon
552
iShares Core S&P Small-Cap ETF
IJR
$112B
$54K ﹤0.01%
962
– –
PWB icon
553
Invesco Large Cap Growth ETF
PWB
$2.41B
$54K ﹤0.01%
2,000
– –
IJJ icon
554
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$53K ﹤0.01%
840
– –
EIX icon
555
Edison International
EIX
$26.4B
$52K ﹤0.01%
900
– –
AB icon
556
AllianceBernstein
AB
$3.47B
$50K ﹤0.01%
1,925
– –
BHC icon
557
Bausch Health
BHC
$2.34B
$50K ﹤0.01%
400
+100
+33% +$12.8K
DBC icon
558
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$50K ﹤0.01%
1,875
– –
MHFI
559
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$50K ﹤0.01%
600
– –
BPT
560
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$49K ﹤0.01%
500
-75
-13% -$6.83K
MYD
561
DELISTED
BlackRock MuniYield Fund
MYD
$49K ﹤0.01%
3,419
– –
SPXC icon
562
SPX Corp
SPXC
$10.8B
$49K ﹤0.01%
1,787
– –
EWZ icon
563
iShares MSCI Brazil ETF
EWZ
$8.95B
$45K ﹤0.01%
950
– –
BR icon
564
Broadridge
BR
$19B
$44K ﹤0.01%
1,047
– –
CCI icon
565
Crown Castle
CCI
$32.2B
$43K ﹤0.01%
583
-25
-4% -$1.87K
PFF icon
566
iShares Preferred and Income Securities ETF
PFF
$13.2B
$43K ﹤0.01%
1,065
– –
TBT icon
567
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$305M
$42K ﹤0.01%
687
– –
LLL
568
DELISTED
L3 Technologies, Inc.
LLL
$42K ﹤0.01%
350
– –
NIO
569
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$42K ﹤0.01%
3,000
– –
KEY icon
570
KeyCorp
KEY
$24.4B
$41K ﹤0.01%
2,881
+181
+7% +$2.5K
HTO
571
H2O America
HTO
$2.62B
$41K ﹤0.01%
1,492
– –
BBWI icon
572
Bath & Body Works
BBWI
$4.1B
$40K ﹤0.01%
835
– –
IXG icon
573
iShares Global Financials ETF
IXG
$700M
$40K ﹤0.01%
698
-1,025
-59% -$58.4K
VBR icon
574
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$40K ﹤0.01%
377
-200
-35% -$20.2K
INTU icon
575
Intuit
INTU
$89B
$39K ﹤0.01%
490
– –
21 22
23
24 25

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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.