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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
RIG icon
626
Transocean
RIG
$6.33B
$19K ﹤0.01%
469
-91
-16% -$3.96K
CAMP
627
DELISTED
CalAmp Corp.
CAMP
$19K ﹤0.01%
+29
New +$20.3K
UBNK
628
DELISTED
United Financial Bancorp, Inc.
UBNK
$19K ﹤0.01%
1,402
– –
BFK
629
DELISTED
BlackRock Municipal Income Trust
BFK
$18K ﹤0.01%
1,332
– –
DAL icon
630
Delta Air Lines
DAL
$58.7B
$18K ﹤0.01%
509
+500
+5,556% +$16.1K
MUR icon
631
Murphy Oil
MUR
$5.09B
$18K ﹤0.01%
288
– –
CRVP
632
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$18K ﹤0.01%
20,000
– –
GDV icon
633
Gabelli Dividend & Income Trust
GDV
$2.67B
$17K ﹤0.01%
685
– –
LNG icon
634
Cheniere Energy
LNG
$54.9B
$17K ﹤0.01%
300
– –
NEM icon
635
Newmont
NEM
$124B
$17K ﹤0.01%
725
– –
AEE icon
636
Ameren
AEE
$29.6B
$16K ﹤0.01%
400
– –
CHY
637
Calamos Convertible and High Income Fund
CHY
$1.07B
$16K ﹤0.01%
1,150
– –
HOLX
638
DELISTED
Hologic
HOLX
$16K ﹤0.01%
750
– –
IWD icon
639
iShares Russell 1000 Value ETF
IWD
$84.2B
$16K ﹤0.01%
170
– –
DRE
640
DELISTED
Duke Realty Corp.
DRE
$16K ﹤0.01%
940
– –
IWS icon
641
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$15K ﹤0.01%
224
+44
+24% +$2.92K
JNK icon
642
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$15K ﹤0.01%
124
-233
-65% -$28.6K
VAC icon
643
Marriott Vacations Worldwide
VAC
$3.89B
$15K ﹤0.01%
276
– –
VALE icon
644
Vale
VALE
$63.4B
$15K ﹤0.01%
1,110
– –
AVP
645
DELISTED
Avon Products, Inc.
AVP
$15K ﹤0.01%
1,000
– –
HZNP
646
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$15K ﹤0.01%
+1,000
New +$11.3K
SWC
647
DELISTED
Stillwater Mining Co
SWC
$15K ﹤0.01%
1,000
– –
SLA
648
DELISTED
AMERICAN SELECT PTFL INC
SLA
$15K ﹤0.01%
1,500
– –
HST icon
649
Host Hotels & Resorts
HST
$15.5B
$14K ﹤0.01%
698
– –
DEM icon
650
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$13K ﹤0.01%
261
– –
24 25
26
27 28

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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.