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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
NVS icon
76
Novartis
NVS
$298B
$5.26M 0.31%
69,057
-10,045
-13% -$732K
GT icon
77
Goodyear
GT
$1.74B
$5.07M 0.3%
193,956
+22,548
+13% +$574K
BIIB icon
78
Biogen
BIIB
$30.6B
$5.07M 0.3%
16,562
+227
+1% +$72.1K
LSBG
79
DELISTED
Lake Sunapee Bank Group
LSBG
$4.88M 0.29%
330,751
-16,301
-5% -$244K
WMT icon
80
Walmart Inc
WMT
$897B
$4.8M 0.29%
188,415
-102,840
-35% -$2.58M
AGN
81
DELISTED
Allergan Inc
AGN
$4.78M 0.29%
38,519
-12,505
-25% -$1.52M
IWB icon
82
iShares Russell 1000 ETF
IWB
$50.2B
$4.77M 0.29%
45,563
+1,858
+4% +$191K
CAT icon
83
Caterpillar
CAT
$385B
$4.75M 0.28%
47,802
-15
-0% -$1.42K
CELG
84
DELISTED
Celgene Corp
CELG
$4.74M 0.28%
67,932
+754
+1% +$59.7K
CSX icon
85
CSX Corp
CSX
$92.9B
$4.74M 0.28%
490,821
-29,568
-6% -$274K
EOG icon
86
EOG Resources
EOG
$74.6B
$4.7M 0.28%
47,880
+5,902
+14% +$525K
WM icon
87
Waste Management
WM
$90.6B
$4.59M 0.28%
109,247
+32,295
+42% +$1.35M
MCHP icon
88
Microchip Technology
MCHP
$44.2B
$4.55M 0.27%
190,430
+17,054
+10% +$389K
LLY icon
89
Eli Lilly
LLY
$1.1T
$4.54M 0.27%
77,219
+7,094
+10% +$396K
DE icon
90
Deere & Co
DE
$165B
$4.47M 0.27%
49,208
-14,708
-23% -$1.29M
IWR icon
91
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.45M 0.27%
115,024
-1,940
-2% -$73.6K
HON icon
92
Honeywell
HON
$77B
$4.35M 0.26%
52,225
-4,525
-8% -$375K
SYY icon
93
Sysco
SYY
$40.1B
$4.24M 0.25%
117,181
+34,850
+42% +$1.25M
CTSH icon
94
Cognizant
CTSH
$26.3B
$4.15M 0.25%
82,047
-89
-0.1% -$4.45K
APA icon
95
APA Corp
APA
$14.4B
$4.09M 0.24%
49,315
+4,370
+10% +$359K
MTB icon
96
M&T Bank
MTB
$36.3B
$3.98M 0.24%
32,796
+5,307
+19% +$612K
V icon
97
Visa
V
$675B
$3.96M 0.24%
73,304
-12,900
-15% -$717K
PPL
98
PPL Corp
PPL
$26.3B
$3.8M 0.23%
123,233
+24,801
+25% +$720K
TFC icon
99
Truist Financial
TFC
$63.4B
$3.72M 0.22%
92,670
-14,606
-14% -$559K
D icon
100
Dominion Energy
D
$59B
$3.59M 0.21%
50,584
-5,220
-9% -$356K
2 3
4
5 6

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BAM
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ACI
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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.