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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
IONS icon
651
Ionis Pharmaceuticals
IONS
$9.46B
$13K ﹤0.01%
300
-700
-70% -$33.9K
UTF icon
652
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$13K ﹤0.01%
600
– –
VGM icon
653
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
BTU
654
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$13K ﹤0.01%
53
– –
CNP icon
655
CenterPoint Energy
CNP
$26.4B
$12K ﹤0.01%
500
– –
FE icon
656
FirstEnergy
FE
$27.1B
$12K ﹤0.01%
360
– –
MLI icon
657
Mueller Industries
MLI
$15.2B
$12K ﹤0.01%
1,600
– –
WEC icon
658
WEC Energy
WEC
$34.6B
$12K ﹤0.01%
250
-180
-42% -$7.76K
MNK
659
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$12K ﹤0.01%
188
– –
VVC
660
DELISTED
Vectren Corporation
VVC
$12K ﹤0.01%
300
– –
HTS
661
DELISTED
HATTERAS FINANCIAL CORP
HTS
$12K ﹤0.01%
650
– –
CFN
662
DELISTED
CAREFUSION CORPORATION
CFN
$12K ﹤0.01%
300
– –
GRMN
663
Garmin
GRMN
$60.4B
$11K ﹤0.01%
200
– –
PXE icon
664
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$11K ﹤0.01%
300
– –
GXP
665
DELISTED
Great Plains Energy Incorporated
GXP
$11K ﹤0.01%
400
– –
POT
666
DELISTED
Potash Corp Of Saskatchewan
POT
$11K ﹤0.01%
300
– –
AMT icon
667
American Tower
AMT
$78.8B
$10K ﹤0.01%
125
– –
DDD icon
668
3D Systems Corp
DDD
$611M
$10K ﹤0.01%
175
-50
-22% -$3.73K
DFJ icon
669
WisdomTree Japan SmallCap Dividend Fund
DFJ
$396M
$10K ﹤0.01%
191
– –
E icon
670
ENI
E
$79.4B
$10K ﹤0.01%
200
– –
FCG icon
671
First Trust Natural Gas ETF
FCG
$645M
$10K ﹤0.01%
95
– –
JCE icon
672
Nuveen Core Equity Alpha Fund
JCE
$289M
$10K ﹤0.01%
575
– –
MNKD icon
673
MannKind Corp
MNKD
$1.26B
$10K ﹤0.01%
521
– –
SON icon
674
Sonoco
SON
$5.72B
$10K ﹤0.01%
250
– –
VSH icon
675
Vishay Intertechnology
VSH
$5.08B
$10K ﹤0.01%
700
– –
25 26
27
28 29

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IA
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SCC
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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
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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 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.