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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
HQH
576
abrdn Healthcare Investors
HQH
$1.33B
$31K ﹤0.01%
1,170
– –
IYC icon
577
iShares US Consumer Discretionary ETF
IYC
$1.23B
$31K ﹤0.01%
1,036
– –
YPF icon
578
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$31K ﹤0.01%
1,000
– –
AWR icon
579
American States Water
AWR
$3.43B
$29K ﹤0.01%
900
– –
ARMH
580
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$29K ﹤0.01%
575
+425
+283% +$20.7K
UAA icon
581
Under Armour
UAA
$2.5B
$28K ﹤0.01%
988
+120
+14% +$3.14K
FGP
582
DELISTED
Ferrellgas Partners, L.P.
FGP
$28K ﹤0.01%
1,229
– –
CAM
583
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$28K ﹤0.01%
450
– –
ITT icon
584
ITT
ITT
$18.9B
$27K ﹤0.01%
636
– –
IVZ icon
585
Invesco
IVZ
$14B
$27K ﹤0.01%
725
+150
+26% +$5.2K
ABB
586
DELISTED
ABB Ltd
ABB
$27K ﹤0.01%
1,050
-300
-22% -$7.63K
ADT
587
DELISTED
ADT Corp
ADT
$27K ﹤0.01%
892
+100
+13% +$3.3K
HSP
588
DELISTED
HOSPIRA INC
HSP
$27K ﹤0.01%
630
– –
ADBE icon
589
Adobe
ADBE
$109B
$26K ﹤0.01%
400
– –
ALE
590
DELISTED
Allete
ALE
$26K ﹤0.01%
498
– –
PBJ icon
591
Invesco Food & Beverage ETF
PBJ
$106M
$26K ﹤0.01%
929
– –
NTC
592
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$26K ﹤0.01%
2,100
– –
VNQ icon
593
Vanguard Real Estate ETF
VNQ
$38.6B
$25K ﹤0.01%
347
– –
EQNR icon
594
Equinor
EQNR
$97.4B
$24K ﹤0.01%
862
– –
GNRC icon
595
Generac Holdings
GNRC
$12.2B
$24K ﹤0.01%
+400
New +$21.9K
IYZ icon
596
iShares US Telecommunications ETF
IYZ
$1.22B
$24K ﹤0.01%
800
– –
SAN icon
597
Banco Santander
SAN
$210B
$24K ﹤0.01%
2,751
+2,482
+923% +$20.3K
TDW icon
598
Tidewater
TDW
$4.46B
$24K ﹤0.01%
16
-118
-88% -$193K
XLS
599
DELISTED
EXELIS INC COM STK
XLS
$24K ﹤0.01%
1,362
– –
CPRI icon
600
Capri Holdings
CPRI
$1.75B
$23K ﹤0.01%
+250
New +$22.6K
22 23
24
25 26

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SCC
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BAM
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ACI
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ACM
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PP
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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.