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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
GNRC icon
651
Generac Holdings
GNRC
$12.5B
$19K ﹤0.01%
400
– –
HOLX
652
DELISTED
Hologic
HOLX
$19K ﹤0.01%
750
– –
IVZ icon
653
Invesco
IVZ
$13.9B
$19K ﹤0.01%
500
-225
-31% -$8.14K
MUR icon
654
Murphy Oil
MUR
$4.78B
$19K ﹤0.01%
288
– –
NDLS icon
655
Noodles & Co
NDLS
$107M
$19K ﹤0.01%
69
– –
PDM
656
Piedmont Realty Trust
PDM
$1.19B
$19K ﹤0.01%
+1,016
New +$18.6K
BFK
657
DELISTED
BlackRock Municipal Income Trust
BFK
$18K ﹤0.01%
1,332
– –
NEM icon
658
Newmont
NEM
$119B
$18K ﹤0.01%
725
– –
TSLA icon
659
Tesla
TSLA
$1.3T
$18K ﹤0.01%
+1,125
New +$15.7K
CHY
660
Calamos Convertible and High Income Fund
CHY
$1.06B
$17K ﹤0.01%
1,150
– –
IONS icon
661
Ionis Pharmaceuticals
IONS
$9.4B
$17K ﹤0.01%
500
+200
+67% +$6.3K
IWD icon
662
iShares Russell 1000 Value ETF
IWD
$83.9B
$17K ﹤0.01%
170
– –
VALE icon
663
Vale
VALE
$62.6B
$17K ﹤0.01%
1,263
+153
+14% +$2.06K
DRE
664
DELISTED
Duke Realty Corp.
DRE
$17K ﹤0.01%
940
– –
AEE icon
665
Ameren
AEE
$30.1B
$16K ﹤0.01%
400
– –
CAG icon
666
Conagra Brands
CAG
$7.23B
$16K ﹤0.01%
707
+386
+120% +$9.34K
IWS icon
667
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$16K ﹤0.01%
224
– –
JNK icon
668
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$16K ﹤0.01%
124
– –
VAC icon
669
Marriott Vacations Worldwide
VAC
$4.25B
$16K ﹤0.01%
276
– –
HZNP
670
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$16K ﹤0.01%
1,000
– –
CRVP
671
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$16K ﹤0.01%
20,000
– –
SLA
672
DELISTED
AMERICAN SELECT PTFL INC
SLA
$16K ﹤0.01%
1,500
– –
HST icon
673
Host Hotels & Resorts
HST
$16B
$15K ﹤0.01%
698
– –
IYZ icon
674
iShares US Telecommunications ETF
IYZ
$1.23B
$15K ﹤0.01%
500
-300
-38% -$8.89K
UTF icon
675
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$15K ﹤0.01%
600
– –
25 26
27
28 29

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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.