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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
AMGN icon
51
Amgen
AMGN
$221B
$10.5M 0.63%
84,879
-3,159
-4% -$383K
CMI icon
52
Cummins
CMI
$88.5B
$10.4M 0.62%
69,512
+5,007
+8% +$696K
DOV icon
53
Dover
DOV
$28.3B
$9.78M 0.59%
148,107
-44,602
-23% -$2.78M
BMY icon
54
Bristol-Myers Squibb
BMY
$132B
$9.72M 0.58%
187,151
+7,902
+4% +$420K
PM icon
55
Philip Morris
PM
$291B
$9.52M 0.57%
116,286
-12,404
-10% -$1M
UNH icon
56
UnitedHealth
UNH
$374B
$9.01M 0.54%
109,874
-7,174
-6% -$540K
PSX icon
57
Phillips 66
PSX
$84.1B
$8.72M 0.52%
113,213
-16,598
-13% -$1.26M
BRK.A icon
58
Berkshire Hathaway Class A
BRK.A
$1.16T
$7.87M 0.47%
42
– –
SRCL
59
DELISTED
Stericycle Inc
SRCL
$7.81M 0.47%
68,696
+1,884
+3% +$218K
MRK icon
60
Merck
MRK
$319B
$7.78M 0.47%
143,585
+1,660
+1% +$86K
TIP icon
61
iShares TIPS Bond ETF
TIP
$14.7B
$7.41M 0.44%
66,073
-2,465
-4% -$276K
ABBV icon
62
AbbVie
ABBV
$434B
$7.28M 0.44%
141,604
-491
-0.3% -$24.8K
KO icon
63
Coca-Cola
KO
$373B
$7.23M 0.43%
186,982
-16,347
-8% -$632K
HAR
64
DELISTED
Harman International Industries
HAR
$6.97M 0.42%
65,474
+1,743
+3% +$174K
KMB icon
65
Kimberly-Clark
KMB
$35.7B
$6.9M 0.41%
65,248
+5,956
+10% +$617K
NEE icon
66
NextEra Energy
NEE
$175B
$6.77M 0.41%
283,320
-61,624
-18% -$1.4M
EBAY icon
67
eBay
EBAY
$48.3B
$6.7M 0.4%
288,273
-16,126
-5% -$375K
ADP icon
68
Automatic Data Processing
ADP
$108B
$6.61M 0.4%
97,443
-8,810
-8% -$600K
MO icon
69
Altria Group
MO
$112B
$6.6M 0.4%
176,408
+4,196
+2% +$152K
KR icon
70
Kroger
KR
$34.8B
$6.58M 0.39%
301,246
+13,528
+5% +$269K
DIS icon
71
Walt Disney
DIS
$179B
$6.49M 0.39%
81,102
-3,776
-4% -$293K
CL icon
72
Colgate-Palmolive
CL
$73.8B
$5.63M 0.34%
86,839
-772
-0.9% -$48.6K
AXP icon
73
American Express
AXP
$230B
$5.5M 0.33%
61,122
-7,852
-11% -$701K
EMR icon
74
Emerson Electric
EMR
$88.3B
$5.49M 0.33%
82,119
-9,802
-11% -$645K
SE
75
DELISTED
Spectra Energy Corp Wi
SE
$5.46M 0.33%
147,867
+20,859
+16% +$757K
1 2
3
4 5

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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.