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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
CAMP
676
DELISTED
CalAmp Corp.
CAMP
$15K ﹤0.01%
29
– –
AVP
677
DELISTED
Avon Products, Inc.
AVP
$15K ﹤0.01%
1,000
– –
DEM icon
678
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$14K ﹤0.01%
261
– –
CNP icon
679
CenterPoint Energy
CNP
$26.8B
$13K ﹤0.01%
500
– –
VGM icon
680
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
MNK
681
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$13K ﹤0.01%
157
-31
-16% -$2.25K
VVC
682
DELISTED
Vectren Corporation
VVC
$13K ﹤0.01%
300
– –
GXP
683
DELISTED
Great Plains Energy Incorporated
GXP
$13K ﹤0.01%
501
+101
+25% +$2.64K
HTS
684
DELISTED
HATTERAS FINANCIAL CORP
HTS
$13K ﹤0.01%
650
– –
BTU
685
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$13K ﹤0.01%
53
– –
CFN
686
DELISTED
CAREFUSION CORPORATION
CFN
$13K ﹤0.01%
300
– –
FE icon
687
FirstEnergy
FE
$27.5B
$12K ﹤0.01%
360
– –
GRMN
688
Garmin
GRMN
$60B
$12K ﹤0.01%
200
– –
MLI icon
689
Mueller Industries
MLI
$15.2B
$12K ﹤0.01%
1,600
– –
PXE icon
690
Invesco Energy Exploration & Production ETF
PXE
$79.8M
$12K ﹤0.01%
300
– –
VWO icon
691
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$12K ﹤0.01%
268
-543
-67% -$22.9K
AMT icon
692
American Tower
AMT
$80.4B
$11K ﹤0.01%
125
– –
E icon
693
ENI
E
$77.5B
$11K ﹤0.01%
200
– –
FCG icon
694
First Trust Natural Gas ETF
FCG
$614M
$11K ﹤0.01%
95
– –
SON icon
695
Sonoco
SON
$5.74B
$11K ﹤0.01%
250
– –
VSH icon
696
Vishay Intertechnology
VSH
$5.43B
$11K ﹤0.01%
700
– –
JMF
697
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$11K ﹤0.01%
500
– –
S
698
DELISTED
Sprint Corporation
S
$11K ﹤0.01%
1,347
+253
+23% +$2.22K
POT
699
DELISTED
Potash Corp Of Saskatchewan
POT
$11K ﹤0.01%
300
– –
QIWI
700
DELISTED
QIWI PLC
QIWI
$11K ﹤0.01%
270
– –
26 27
28
29 30

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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 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.