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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
HLF icon
601
Herbalife
HLF
$1.23B
$32K ﹤0.01%
1,000
-2,200
-69% -$67.5K
IYC icon
602
iShares US Consumer Discretionary ETF
IYC
$1.22B
$32K ﹤0.01%
1,036
– –
PSB
603
DELISTED
PS Business Parks, Inc.
PSB
$32K ﹤0.01%
1,400
-500
-26% -$42.1K
HSP
604
DELISTED
HOSPIRA INC
HSP
$32K ﹤0.01%
630
– –
FTR
605
DELISTED
Frontier Communications Corp.
FTR
$32K ﹤0.01%
365
-13
-3% -$1.13K
DAL icon
606
Delta Air Lines
DAL
$59B
$31K ﹤0.01%
809
+300
+59% +$11.3K
ITT icon
607
ITT
ITT
$18.9B
$31K ﹤0.01%
636
– –
NFG icon
608
National Fuel Gas
NFG
$7.68B
$31K ﹤0.01%
395
+101
+34% +$7.45K
AWR icon
609
American States Water
AWR
$3.43B
$30K ﹤0.01%
900
– –
HQH
610
abrdn Healthcare Investors
HQH
$1.32B
$30K ﹤0.01%
1,170
– –
SCHF icon
611
Schwab International Equity ETF
SCHF
$68.5B
$30K ﹤0.01%
+1,800
New +$29K
CAM
612
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$30K ﹤0.01%
450
– –
ADBE icon
613
Adobe
ADBE
$107B
$29K ﹤0.01%
400
– –
TDW icon
614
Tidewater
TDW
$4.28B
$28K ﹤0.01%
16
– –
ETR icon
615
Entergy
ETR
$49.4B
$27K ﹤0.01%
660
– –
SAN icon
616
Banco Santander
SAN
$211B
$27K ﹤0.01%
2,809
+58
+2% +$532
NTC
617
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$27K ﹤0.01%
2,100
– –
ADT
618
DELISTED
ADT Corp
ADT
$27K ﹤0.01%
767
-125
-14% -$4.01K
EQNR icon
619
Equinor
EQNR
$96B
$26K ﹤0.01%
862
– –
NNBR icon
620
NN Inc
NNBR
$305M
$26K ﹤0.01%
1,000
– –
PBJ icon
621
Invesco Food & Beverage ETF
PBJ
$107M
$26K ﹤0.01%
929
– –
VNQ icon
622
Vanguard Real Estate ETF
VNQ
$38.5B
$26K ﹤0.01%
347
– –
ARMH
623
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$26K ﹤0.01%
575
– –
KIM icon
624
Kimco Realty
KIM
$16.1B
$25K ﹤0.01%
1,000
– –
DTV
625
DELISTED
DIRECTV COM STK (DE)
DTV
$25K ﹤0.01%
289
– –
23 24
25
26 27

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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 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.