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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
AOL
776
DELISTED
AOL INC COMMON STOCK
AOL
$2K ﹤0.01%
39
– –
STMP
777
DELISTED
Stamps.com, Inc.
STMP
$2K ﹤0.01%
50
– –
DRRX
778
DELISTED
DURECT Corp
DRRX
$1K ﹤0.01%
100
– –
EOS
779
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$1K ﹤0.01%
100
– –
UMBF icon
780
UMB Financial
UMBF
$11B
$1K ﹤0.01%
17
– –
VPG icon
781
Vishay Precision Group
VPG
$885M
$1K ﹤0.01%
50
– –
WPRT
782
Westport Fuel Systems
WPRT
$36.5M
$1K ﹤0.01%
10
– –
CEL
783
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
784
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
46
– –
DEL
785
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
SFR
786
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
+20
New +$564
NPI
787
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
NWBO
788
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
BWA icon
789
BorgWarner
BWA
$14.2B
– –
-4,544
Closed -$224K
CLW icon
790
Clearwater Paper
CLW
$374M
– –
-4
Closed –
EMB icon
791
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-630
Closed -$68K
GYRO icon
792
Gyrodyne
GYRO
$11.8M
$0 ﹤0.01%
3
– –
IEF icon
793
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-821
Closed -$81K
IEI icon
794
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-39
Closed -$5K
IGIB icon
795
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-3,102
Closed -$167K
IGOV icon
796
iShares International Treasury Bond ETF
IGOV
$1.53B
– –
-500
Closed -$25K
ITUB icon
797
Itaú Unibanco
ITUB
$87.3B
– –
-39,802
Closed -$197K
LEU icon
798
Centrus Energy
LEU
$3.78B
– –
-2
Closed –
MOAT icon
799
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
– –
-180
Closed -$5K
PCH
800
DELISTED
PotlatchDeltic
PCH
– –
-7
Closed –
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 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.