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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
FCE.A
751
DELISTED
Forest City Realty Trust, Inc.
FCE.A
$4K ﹤0.01%
200
– –
CST
752
DELISTED
CST Brands, Inc.
CST
$4K ﹤0.01%
121
– –
TAI
753
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$4K ﹤0.01%
200
– –
ABEV icon
754
Ambev
ABEV
$45.4B
$3K ﹤0.01%
425
– –
BOND icon
755
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
ERIC icon
756
Ericsson
ERIC
$32.7B
$3K ﹤0.01%
200
– –
MMT
757
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
MUSA icon
758
Murphy USA
MUSA
$10.2B
$3K ﹤0.01%
72
– –
SSYS icon
759
Stratasys
SSYS
$769M
$3K ﹤0.01%
+25
New +$2.99K
STPZ icon
760
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
VIAB
761
DELISTED
Viacom Inc. Class B
VIAB
$3K ﹤0.01%
37
-350
-90% -$29.8K
FBNK
762
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
EGL
763
DELISTED
Engility Holdings, Inc.
EGL
$3K ﹤0.01%
58
– –
CHL
764
DELISTED
China Mobile Limited
CHL
$3K ﹤0.01%
55
– –
DVA icon
765
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
ILF icon
766
iShares Latin America 40 ETF
ILF
$3.81B
$2K ﹤0.01%
50
– –
JBLU icon
767
JetBlue
JBLU
$2.13B
$2K ﹤0.01%
250
– –
KKR icon
768
KKR & Co
KKR
$93.2B
$2K ﹤0.01%
100
-250
-71% -$6.05K
NCV
769
Virtus Convertible & Income Fund
NCV
$391M
$2K ﹤0.01%
50
– –
PWR icon
770
Quanta Services
PWR
$99.4B
$2K ﹤0.01%
50
– –
STLD icon
771
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
TIF
772
DELISTED
Tiffany & Co.
TIF
$2K ﹤0.01%
20
– –
CASM
773
DELISTED
CAS Medical Systems, Inc.
CASM
$2K ﹤0.01%
1,000
– –
EQY
774
DELISTED
Equity One
EQY
$2K ﹤0.01%
68
– –
JTP
775
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
29 30
31
32 33

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SCC
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BAM
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ACI
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ACM
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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.