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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
NTAP icon
726
NetApp
NTAP
$37.2B
$7K ﹤0.01%
200
– –
SBW
727
DELISTED
Western Asset Worldwide Income
SBW
$7K ﹤0.01%
500
– –
POM
728
DELISTED
PEPCO HOLDINGS, INC.
POM
$7K ﹤0.01%
+240
New +$6.12K
ACM icon
729
Aecom
ACM
$9.75B
$6K ﹤0.01%
200
– –
ARW icon
730
Arrow Electronics
ARW
$10.4B
$6K ﹤0.01%
100
– –
DSU icon
731
BlackRock Debt Strategies Fund
DSU
$597M
$6K ﹤0.01%
455
– –
EBND icon
732
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$6K ﹤0.01%
182
– –
FIW icon
733
First Trust Water ETF
FIW
$1.95B
$6K ﹤0.01%
175
– –
HII icon
734
Huntington Ingalls Industries
HII
$12.8B
$6K ﹤0.01%
66
– –
HSIC icon
735
Henry Schein
HSIC
$9.82B
$6K ﹤0.01%
128
– –
IDU icon
736
iShares US Utilities ETF
IDU
$1.36B
$6K ﹤0.01%
100
– –
JPC icon
737
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$6K ﹤0.01%
668
– –
PNW icon
738
Pinnacle West Capital
PNW
$12.2B
$6K ﹤0.01%
100
– –
EPIQ
739
DELISTED
EPIQ SYSTEMS INC
EPIQ
$6K ﹤0.01%
425
– –
BTI icon
740
British American Tobacco
BTI
$128B
$5K ﹤0.01%
90
– –
CET
741
Central Securities Corp
CET
$1.65B
$5K ﹤0.01%
200
– –
EWA icon
742
iShares MSCI Australia ETF
EWA
$1.48B
$5K ﹤0.01%
200
– –
EWC icon
743
iShares MSCI Canada ETF
EWC
$6.46B
$5K ﹤0.01%
150
– –
HOV icon
744
Hovnanian Enterprises
HOV
$807M
$5K ﹤0.01%
40
– –
NRG icon
745
NRG Energy
NRG
$24.8B
$5K ﹤0.01%
134
– –
VLY icon
746
Valley National Bancorp
VLY
$8.04B
$5K ﹤0.01%
508
– –
WBD icon
747
Warner Bros
WBD
$67.1B
$5K ﹤0.01%
127
– –
VMW
748
DELISTED
VMware, Inc
VMW
$5K ﹤0.01%
50
– –
ALXN
749
DELISTED
Alexion Pharmaceuticals
ALXN
$5K ﹤0.01%
35
– –
GM.WS.B
750
DELISTED
General Motors Company
GM.WS.B
$5K ﹤0.01%
290
– –
28 29
30
31 32

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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 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.