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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
BMO icon
626
Bank of Montreal
BMO
$127B
$24K ﹤0.01%
330
– –
FXG icon
627
First Trust Consumer Staples AlphaDEX Fund
FXG
$231M
$24K ﹤0.01%
600
– –
VO icon
628
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$24K ﹤0.01%
800
-800
-50% -$22.8K
BUD icon
629
AB InBev
BUD
$165B
$23K ﹤0.01%
200
– –
FLR icon
630
Fluor
FLR
$7.96B
$23K ﹤0.01%
300
-300
-50% -$22.9K
IEZ icon
631
iShares US Oil Equipment & Services ETF
IEZ
$364M
$23K ﹤0.01%
295
– –
LUMN icon
632
Lumen
LUMN
$6.44B
$23K ﹤0.01%
629
– –
AGG icon
633
iShares Core US Aggregate Bond ETF
AGG
$138B
$22K ﹤0.01%
205
– –
ALE
634
DELISTED
Allete
ALE
$22K ﹤0.01%
432
-66
-13% -$3.32K
CPRI icon
635
Capri Holdings
CPRI
$1.74B
$22K ﹤0.01%
250
– –
GME icon
636
GameStop
GME
$8.6B
$22K ﹤0.01%
2,200
– –
LNG icon
637
Cheniere Energy
LNG
$52.9B
$22K ﹤0.01%
300
– –
APU
638
DELISTED
AmeriGas Partners, L.P.
APU
$22K ﹤0.01%
480
– –
XLS
639
DELISTED
EXELIS INC COM STK
XLS
$22K ﹤0.01%
1,362
– –
ATVI
640
DELISTED
Activision Blizzard
ATVI
$22K ﹤0.01%
1,000
– –
AGNC icon
641
AGNC Investment
AGNC
$12.9B
$21K ﹤0.01%
900
– –
O icon
642
Realty Income
O
$59.1B
$21K ﹤0.01%
480
– –
SVVC
643
DELISTED
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
$21K ﹤0.01%
1,000
– –
CTT
644
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$21K ﹤0.01%
1,500
– –
CLDX icon
645
Celldex Therapeutics
CLDX
$3.28B
$20K ﹤0.01%
83
– –
EXI icon
646
iShares Global Industrials ETF
EXI
$1.48B
$20K ﹤0.01%
270
– –
GGME icon
647
Invesco Next Gen Media and Gaming ETF
GGME
$46.3M
$20K ﹤0.01%
800
– –
SMB icon
648
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
+1,155
New +$20.3K
DBD
649
DELISTED
Diebold Nixdorf Incorporated
DBD
$20K ﹤0.01%
500
– –
UTX.PRA
650
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$20K ﹤0.01%
300
– –
24 25
26
27 28

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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.