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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
IDU icon
726
iShares US Utilities ETF
IDU
$1.35B
$5K ﹤0.01%
100
– –
PNW icon
727
Pinnacle West Capital
PNW
$12B
$5K ﹤0.01%
100
– –
VLY icon
728
Valley National Bancorp
VLY
$8.1B
$5K ﹤0.01%
508
– –
WBD icon
729
Warner Bros
WBD
$67.4B
$5K ﹤0.01%
127
– –
VMW
730
DELISTED
VMware, Inc
VMW
$5K ﹤0.01%
50
– –
ALXN
731
DELISTED
Alexion Pharmaceuticals
ALXN
$5K ﹤0.01%
35
– –
GM.WS.B
732
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
290
– –
BBD icon
733
Banco Bradesco
BBD
$36.3B
$4K ﹤0.01%
770
– –
CET
734
Central Securities Corp
CET
$1.63B
$4K ﹤0.01%
200
– –
EWC icon
735
iShares MSCI Canada ETF
EWC
$6.48B
$4K ﹤0.01%
150
-550
-79% -$15.8K
GGB icon
736
Gerdau
GGB
$9.74B
$4K ﹤0.01%
756
– –
HNI icon
737
HNI Corp
HNI
$3.54B
$4K ﹤0.01%
100
– –
HWKN icon
738
Hawkins
HWKN
$2.73B
$4K ﹤0.01%
220
– –
KBR icon
739
KBR
KBR
$4.83B
$4K ﹤0.01%
150
– –
MRVL icon
740
Marvell Technology
MRVL
$187B
$4K ﹤0.01%
250
– –
NRG icon
741
NRG Energy
NRG
$25B
$4K ﹤0.01%
134
– –
OC icon
742
Owens Corning
OC
$12.2B
$4K ﹤0.01%
100
– –
RES icon
743
RPC Inc
RES
$1.36B
$4K ﹤0.01%
187
– –
SIRI icon
744
SiriusXM
SIRI
$9.7B
$4K ﹤0.01%
110
– –
SLV icon
745
iShares Silver Trust
SLV
$32B
$4K ﹤0.01%
200
– –
STM icon
746
STMicroelectronics
STM
$48.5B
$4K ﹤0.01%
400
– –
TEX icon
747
Terex
TEX
$7.58B
$4K ﹤0.01%
100
– –
THO icon
748
Thor Industries
THO
$4.14B
$4K ﹤0.01%
60
+30
+100% +$1.67K
NBL
749
DELISTED
Noble Energy, Inc.
NBL
$4K ﹤0.01%
50
-70
-58% -$4.63K
KOL
750
DELISTED
VanEck Vectors Coal ETF
KOL
$4K ﹤0.01%
20
– –
28 29
30
31 32

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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
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
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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 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.