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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
AMGN icon
51
Amgen
AMGN
$222B
$11.6M 0.62%
98,295
+13,416
+16% +$1.55M
GIS icon
52
General Mills
GIS
$19.7B
$10.6M 0.57%
202,171
-9,461
-4% -$504K
DOV icon
53
Dover
DOV
$28.4B
$10.6M 0.56%
144,324
-3,783
-3% -$264K
PM icon
54
Philip Morris
PM
$295B
$9.99M 0.53%
118,527
+2,241
+2% +$193K
SRCL
55
DELISTED
Stericycle Inc
SRCL
$9.8M 0.52%
82,759
+14,063
+20% +$1.61M
BMY icon
56
Bristol-Myers Squibb
BMY
$132B
$9.6M 0.51%
197,876
+10,725
+6% +$529K
PSX icon
57
Phillips 66
PSX
$81.4B
$9.48M 0.5%
117,825
+4,612
+4% +$380K
UNH icon
58
UnitedHealth
UNH
$370B
$8.75M 0.47%
107,031
-2,843
-3% -$224K
KO icon
59
Coca-Cola
KO
$375B
$8.6M 0.46%
203,116
+16,134
+9% +$655K
MRK icon
60
Merck
MRK
$318B
$8.48M 0.45%
153,703
+10,118
+7% +$552K
DIS icon
61
Walt Disney
DIS
$181B
$8.43M 0.45%
98,333
+17,231
+21% +$1.41M
BRK.A icon
62
Berkshire Hathaway Class A
BRK.A
$1.12T
$8.17M 0.43%
43
+1
+2% +$190K
ABBV icon
63
AbbVie
ABBV
$435B
$8.07M 0.43%
142,932
+1,328
+0.9% +$69.7K
KMB icon
64
Kimberly-Clark
KMB
$36.5B
$8.06M 0.43%
75,625
+10,377
+16% +$1.1M
KR icon
65
Kroger
KR
$34.8B
$7.98M 0.42%
322,796
+21,550
+7% +$502K
ADP icon
66
Automatic Data Processing
ADP
$108B
$7.53M 0.4%
108,104
+10,661
+11% +$728K
MO icon
67
Altria Group
MO
$114B
$7.38M 0.39%
175,872
-536
-0.3% -$21.6K
NEE icon
68
NextEra Energy
NEE
$177B
$7.31M 0.39%
285,320
+2,000
+0.7% +$48.7K
TIP icon
69
iShares TIPS Bond ETF
TIP
$14.5B
$7.29M 0.39%
63,203
-2,870
-4% -$327K
HAR
70
DELISTED
Harman International Industries
HAR
$6.91M 0.37%
64,301
-1,173
-2% -$125K
SE
71
DELISTED
Spectra Energy Corp Wi
SE
$6.61M 0.35%
155,693
+7,826
+5% +$313K
CELG
72
DELISTED
Celgene Corp
CELG
$6.55M 0.35%
76,334
+8,402
+12% +$639K
NVS icon
73
Novartis
NVS
$297B
$6.46M 0.34%
79,605
+10,548
+15% +$830K
MET icon
74
MetLife
MET
$62.1B
$6.29M 0.33%
127,061
+52,790
+71% +$2.47M
APA icon
75
APA Corp
APA
$13.2B
$6.27M 0.33%
62,296
+12,981
+26% +$1.18M
1 2
3
4 5

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BAM
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ACI
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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.