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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
SSYS icon
776
Stratasys
SSYS
$774M
$3K ﹤0.01%
25
– –
STPZ icon
777
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
THO icon
778
Thor Industries
THO
$4.14B
$3K ﹤0.01%
60
– –
CXP
779
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
+131
New +$3.57K
VIAB
780
DELISTED
Viacom Inc. Class B
VIAB
$3K ﹤0.01%
37
– –
FBNK
781
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
CHL
782
DELISTED
China Mobile Limited
CHL
$3K ﹤0.01%
55
– –
DRRX
783
DELISTED
DURECT Corp
DRRX
$2K ﹤0.01%
100
– –
DVA icon
784
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
ERIC icon
785
Ericsson
ERIC
$33.3B
$2K ﹤0.01%
200
– –
ILF icon
786
iShares Latin America 40 ETF
ILF
$3.83B
$2K ﹤0.01%
50
– –
KKR icon
787
KKR & Co
KKR
$92.3B
$2K ﹤0.01%
100
– –
NCV
788
Virtus Convertible & Income Fund
NCV
$390M
$2K ﹤0.01%
50
– –
PWR icon
789
Quanta Services
PWR
$101B
$2K ﹤0.01%
50
– –
STLD icon
790
Steel Dynamics
STLD
$37.6B
$2K ﹤0.01%
96
– –
WPRT
791
Westport Fuel Systems
WPRT
$35.7M
$2K ﹤0.01%
10
– –
TIF
792
DELISTED
Tiffany & Co.
TIF
$2K ﹤0.01%
20
– –
CASM
793
DELISTED
CAS Medical Systems, Inc.
CASM
$2K ﹤0.01%
1,000
– –
EQY
794
DELISTED
Equity One
EQY
$2K ﹤0.01%
68
– –
WPG
795
DELISTED
Washington Prime Group Inc.
WPG
$2K ﹤0.01%
+14
New +$2.44K
JTP
796
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
AOL
797
DELISTED
AOL INC COMMON STOCK
AOL
$2K ﹤0.01%
39
– –
EGL
798
DELISTED
Engility Holdings, Inc.
EGL
$2K ﹤0.01%
58
– –
KMI.WS
799
DELISTED
Kinder Morgan Inc
KMI.WS
$2K ﹤0.01%
+576
New +$1.28K
STMP
800
DELISTED
Stamps.com, Inc.
STMP
$2K ﹤0.01%
50
– –
30 31
32
33 34

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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.