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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
IWC icon
576
iShares Micro-Cap ETF
IWC
$1.5B
$38K ﹤0.01%
500
– –
VMC icon
577
Vulcan Materials
VMC
$36.9B
$38K ﹤0.01%
600
– –
VTI icon
578
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$38K ﹤0.01%
376
– –
XYL icon
579
Xylem
XYL
$28.1B
$38K ﹤0.01%
972
– –
SNY icon
580
Sanofi
SNY
$104B
$37K ﹤0.01%
690
– –
TFI icon
581
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$37K ﹤0.01%
775
– –
TOL icon
582
Toll Brothers
TOL
$14.5B
$37K ﹤0.01%
1,000
-100
-9% -$3.55K
CRM icon
583
Salesforce
CRM
$158B
$36K ﹤0.01%
625
-855
-58% -$46.2K
HPQ icon
584
HP
HPQ
$27.5B
$36K ﹤0.01%
2,385
– –
UL icon
585
Unilever
UL
$136B
$36K ﹤0.01%
711
– –
BKN
586
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$35K ﹤0.01%
2,289
– –
NOK icon
587
Nokia
NOK
$52.3B
$35K ﹤0.01%
4,693
– –
SRE icon
588
Sempra
SRE
$54.8B
$35K ﹤0.01%
666
– –
TR icon
589
Tootsie Roll Industries
TR
$2.98B
$35K ﹤0.01%
1,711
+49
+3% +$987
COL
590
DELISTED
Rockwell Collins
COL
$35K ﹤0.01%
+448
New +$35.2K
STJ
591
DELISTED
St Jude Medical
STJ
$35K ﹤0.01%
500
– –
DRI icon
592
Darden Restaurants
DRI
$24.4B
$34K ﹤0.01%
828
– –
MNKD icon
593
MannKind Corp
MNKD
$1.32B
$34K ﹤0.01%
626
+105
+20% +$4.21K
FGP
594
DELISTED
Ferrellgas Partners, L.P.
FGP
$34K ﹤0.01%
1,229
– –
HOG icon
595
Harley-Davidson
HOG
$2.71B
$33K ﹤0.01%
471
– –
RGT
596
Royce Global Value Trust
RGT
$102M
$33K ﹤0.01%
3,487
-51
-1% -$461
YPF icon
597
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
$33K ﹤0.01%
1,000
– –
CTWS
598
DELISTED
Connecticut Water Service Inc
CTWS
$33K ﹤0.01%
985
– –
DBB icon
599
Invesco DB Base Metals Fund
DBB
$315M
$32K ﹤0.01%
1,875
-400
-18% -$6.5K
DINO icon
600
HF Sinclair
DINO
$14.5B
$32K ﹤0.01%
725
– –
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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.