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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
EOS
801
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$1K ﹤0.01%
100
– –
SCZ icon
802
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$1K ﹤0.01%
+26
New +$1.36K
UMBF icon
803
UMB Financial
UMBF
$11.1B
$1K ﹤0.01%
17
– –
VPG icon
804
Vishay Precision Group
VPG
$914M
$1K ﹤0.01%
50
– –
CEL
805
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
806
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
46
– –
DEL
807
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
SFR
808
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
NPI
809
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
NWBO
810
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
CFR icon
811
Cullen/Frost Bankers
CFR
$10.2B
– –
-12,184
Closed -$945K
CLW icon
812
Clearwater Paper
CLW
$376M
$0 ﹤0.01%
+4
New +$250
CVE icon
813
Cenovus Energy
CVE
$52.1B
– –
-8,409
Closed -$244K
GDV icon
814
Gabelli Dividend & Income Trust
GDV
$2.66B
– –
-685
Closed -$17K
GRX
815
Gabelli Healthcare & Wellness Trust
GRX
$146M
– –
-259
Closed -$6K
GYRO icon
816
Gyrodyne
GYRO
$0 ﹤0.01%
3
– –
ISRG icon
817
Intuitive Surgical
ISRG
$134B
– –
-900
Closed -$44K
KBR icon
818
KBR
KBR
$4.8B
– –
-150
Closed -$4K
NGVC icon
819
Vitamin Cottage Natural Grocers
NGVC
$654M
– –
-7,610
Closed -$332K
PCH
820
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
+7
New +$275
PHO icon
821
Invesco Water Resources ETF
PHO
$2.09B
– –
-300
Closed -$8K
PNR icon
822
Pentair
PNR
$11B
– –
-658
Closed -$35K
SEE
823
DELISTED
Sealed Air
SEE
– –
-20,296
Closed -$667K
TDC icon
824
Teradata
TDC
$2.55B
$0 ﹤0.01%
8
– –
TFX icon
825
Teleflex
TFX
$5.98B
– –
-2,361
Closed -$253K
30 31 32
33
34

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IA
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SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.