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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
HII icon
701
Huntington Ingalls Industries
HII
$13B
$7K ﹤0.01%
66
– –
HYG icon
702
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
MAS icon
703
Masco
MAS
$14.7B
$7K ﹤0.01%
341
– –
MFC icon
704
Manulife Financial
MFC
$73.3B
$7K ﹤0.01%
354
– –
NPO icon
705
Enpro
NPO
$7.04B
$7K ﹤0.01%
100
– –
NTAP icon
706
NetApp
NTAP
$39B
$7K ﹤0.01%
200
– –
TM icon
707
Toyota
TM
$224B
$7K ﹤0.01%
65
– –
GM.WS.A
708
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$7K ﹤0.01%
290
– –
ACM icon
709
Aecom
ACM
$9.42B
$6K ﹤0.01%
200
– –
ARW icon
710
Arrow Electronics
ARW
$10.3B
$6K ﹤0.01%
100
– –
DSU icon
711
BlackRock Debt Strategies Fund
DSU
$601M
$6K ﹤0.01%
455
– –
EXPD icon
712
Expeditors International
EXPD
$23.3B
$6K ﹤0.01%
150
– –
FIW icon
713
First Trust Water ETF
FIW
$1.94B
$6K ﹤0.01%
175
– –
GRX
714
Gabelli Healthcare & Wellness Trust
GRX
$147M
$6K ﹤0.01%
259
– –
HSIC icon
715
Henry Schein
HSIC
$9.82B
$6K ﹤0.01%
128
– –
JPC icon
716
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
PBR icon
717
Petrobras
PBR
$118B
$6K ﹤0.01%
425
– –
POST icon
718
Post Holdings
POST
$3.45B
$6K ﹤0.01%
167
– –
PRTA icon
719
Prothena Corp
PRTA
$468M
$6K ﹤0.01%
145
– –
SBW
720
DELISTED
Western Asset Worldwide Income
SBW
$6K ﹤0.01%
500
– –
EPIQ
721
DELISTED
EPIQ SYSTEMS INC
EPIQ
$6K ﹤0.01%
425
– –
BTI icon
722
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
EBND icon
723
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
EWA icon
724
iShares MSCI Australia ETF
EWA
$1.47B
$5K ﹤0.01%
200
-1,400
-88% -$34.2K
HOV icon
725
Hovnanian Enterprises
HOV
$772M
$5K ﹤0.01%
40
– –
27 28
29
30 31

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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 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.