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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
ARR
751
Armour Residential REIT
ARR
$2.36B
$4K ﹤0.01%
+25
New +$4.26K
BBD icon
752
Banco Bradesco
BBD
$36.7B
$4K ﹤0.01%
770
– –
GGB icon
753
Gerdau
GGB
$9.7B
$4K ﹤0.01%
756
– –
HNI icon
754
HNI Corp
HNI
$3.59B
$4K ﹤0.01%
100
– –
HWKN icon
755
Hawkins
HWKN
$2.71B
$4K ﹤0.01%
220
– –
MRVL icon
756
Marvell Technology
MRVL
$196B
$4K ﹤0.01%
250
– –
MUSA icon
757
Murphy USA
MUSA
$9.61B
$4K ﹤0.01%
72
– –
OC icon
758
Owens Corning
OC
$12.4B
$4K ﹤0.01%
100
– –
POST icon
759
Post Holdings
POST
$3.57B
$4K ﹤0.01%
107
-60
-36% -$2.01K
RES icon
760
RPC Inc
RES
$1.3B
$4K ﹤0.01%
187
– –
SIRI icon
761
SiriusXM
SIRI
$10.1B
$4K ﹤0.01%
110
– –
STM icon
762
STMicroelectronics
STM
$50B
$4K ﹤0.01%
400
– –
TEX icon
763
Terex
TEX
$7.74B
$4K ﹤0.01%
100
– –
NBL
764
DELISTED
Noble Energy, Inc.
NBL
$4K ﹤0.01%
50
– –
KOL
765
DELISTED
VanEck Vectors Coal ETF
KOL
$4K ﹤0.01%
20
– –
CST
766
DELISTED
CST Brands, Inc.
CST
$4K ﹤0.01%
121
– –
YHOO
767
DELISTED
Yahoo Inc
YHOO
$4K ﹤0.01%
100
-2,400
-96% -$83.8K
TAI
768
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$4K ﹤0.01%
200
– –
VNR
769
DELISTED
Vanguard Natural Resources, LLC
VNR
$4K ﹤0.01%
+110
New +$3.37K
ABEV icon
770
Ambev
ABEV
$46.4B
$3K ﹤0.01%
425
– –
BOND icon
771
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.49B
$3K ﹤0.01%
30
– –
JBLU icon
772
JetBlue
JBLU
$2.29B
$3K ﹤0.01%
250
– –
MMT
773
Aberdeen Multi-Market Income Fund
MMT
$243M
$3K ﹤0.01%
500
– –
PBR icon
774
Petrobras
PBR
$116B
$3K ﹤0.01%
200
-225
-53% -$3.28K
PRTA icon
775
Prothena Corp
PRTA
$450M
$3K ﹤0.01%
145
– –
29 30
31
32 33

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IA
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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.