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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
PRGO icon
801
Perrigo
PRGO
$1.72B
– –
-2,140
Closed -$328K
TDC icon
802
Teradata
TDC
$2.55B
$0 ﹤0.01%
8
– –
TSLA icon
803
Tesla
TSLA
$1.3T
– –
-525
Closed -$5K
VYX icon
804
NCR Voyix
VYX
$1.11B
$0 ﹤0.01%
7
– –
WPC icon
805
W.P. Carey
WPC
$16B
– –
-3,586
Closed -$215K
X
806
DELISTED
US Steel
X
– –
-1,000
Closed -$30K
MGI
807
DELISTED
MoneyGram International, Inc. New
MGI
– –
-168
Closed -$3K
TA
808
DELISTED
TravelCenters of America LLC
TA
$0 ﹤0.01%
4
– –
IMMU
809
DELISTED
Immunomedics Inc
IMMU
– –
-2,000
Closed -$9K
COL
810
DELISTED
Rockwell Collins
COL
– –
-448
Closed -$33K
SPIL
811
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
– –
-10,060
Closed -$60K
ELNK
812
DELISTED
EarthLink Holdings Corp.
ELNK
– –
-427
Closed -$2K
FEIC
813
DELISTED
FEI COMPANY
FEIC
– –
-5
Closed –
TE
814
DELISTED
TECO ENERGY INC
TE
– –
-435
Closed -$7K
ACG
815
DELISTED
AllianceBernstein Income Fund Inc
ACG
– –
-10,000
Closed -$71K
BPO
816
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
– –
-28,305
Closed -$545K
LSI
817
DELISTED
LSI CORPORATION
LSI
$0 ﹤0.01%
7
– –
LIFE
818
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
– –
-3,564
Closed -$270K
CEO
819
DELISTED
CNOOC Limited
CEO
– –
-23
Closed -$4K
UN
820
DELISTED
Unilever NV New York Registry Shares
UN
– –
-6,565
Closed -$264K
SHPG
821
DELISTED
Shire pic
SHPG
– –
-6,703
Closed -$947K
FRP
822
DELISTED
Fairpoint Communications, Inc.
FRP
$0 ﹤0.01%
+40
New +$524
GCVRZ
823
DELISTED
Sanofi Contingent Value Rights
GCVRZ
$0 ﹤0.01%
500
– –
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.