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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
CY
701
DELISTED
Cypress Semiconductor
CY
$11K ﹤0.01%
1,000
– –
BGR icon
702
BlackRock Energy and Resources Trust
BGR
$405M
$10K ﹤0.01%
369
– –
BND icon
703
Vanguard Total Bond Market
BND
$161B
$10K ﹤0.01%
117
– –
DDD icon
704
3D Systems Corp
DDD
$613M
$10K ﹤0.01%
175
– –
DFJ icon
705
WisdomTree Japan SmallCap Dividend Fund
DFJ
$400M
$10K ﹤0.01%
191
– –
GLP icon
706
Global Partners
GLP
$1.7B
$10K ﹤0.01%
240
– –
IYW icon
707
iShares US Technology ETF
IYW
$25.5B
$10K ﹤0.01%
400
– –
JCE icon
708
Nuveen Core Equity Alpha Fund
JCE
$288M
$10K ﹤0.01%
575
– –
WB icon
709
Weibo
WB
$1.95B
$10K ﹤0.01%
+500
New +$9.73K
STON
710
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
BTZ icon
711
BlackRock Credit Allocation Income Trust
BTZ
$956M
$9K ﹤0.01%
670
– –
CX icon
712
Cemex
CX
$16.3B
$9K ﹤0.01%
729
-1
-0.1% -$11
PSK icon
713
State Street SPDR ICE Preferred Securities ETF
PSK
$686M
$9K ﹤0.01%
200
– –
SLV icon
714
iShares Silver Trust
SLV
$30.9B
$9K ﹤0.01%
450
+250
+125% +$4.72K
SPH icon
715
Suburban Propane Partners
SPH
$1.18B
$9K ﹤0.01%
200
– –
TM icon
716
Toyota
TM
$225B
$8K ﹤0.01%
65
– –
XME icon
717
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$8K ﹤0.01%
200
– –
GM.WS.A
718
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$8K ﹤0.01%
290
– –
FSLR icon
719
First Solar
FSLR
$26.9B
$7K ﹤0.01%
100
– –
HYG icon
720
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
IAU icon
721
iShares Gold Trust
IAU
$64.4B
$7K ﹤0.01%
+283
New +$7.08K
MAS icon
722
Masco
MAS
$15.3B
$7K ﹤0.01%
341
– –
MBI icon
723
MBIA
MBI
$260M
$7K ﹤0.01%
600
– –
MFC icon
724
Manulife Financial
MFC
$73.5B
$7K ﹤0.01%
354
– –
NPO icon
725
Enpro
NPO
$7.05B
$7K ﹤0.01%
100
– –
27 28
29
30 31

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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
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ACM
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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 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.