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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
CL icon
76
Colgate-Palmolive
CL
$74.4B
$6.04M 0.32%
88,615
+1,776
+2% +$119K
EMR icon
77
Emerson Electric
EMR
$88.3B
$5.96M 0.32%
89,883
+7,764
+9% +$522K
GT icon
78
Goodyear
GT
$1.85B
$5.81M 0.31%
209,265
+15,309
+8% +$400K
WMB icon
79
Williams Companies
WMB
$86.1B
$5.77M 0.31%
99,083
+12,030
+14% +$558K
LUV icon
80
Southwest Airlines
LUV
$23B
$5.73M 0.31%
213,359
+141,928
+199% +$3.58M
EOG icon
81
EOG Resources
EOG
$70.7B
$5.71M 0.3%
48,856
+976
+2% +$103K
BIIB icon
82
Biogen
BIIB
$30.7B
$5.66M 0.3%
17,948
+1,386
+8% +$417K
SYY icon
83
Sysco
SYY
$40.3B
$5.54M 0.29%
147,886
+30,705
+26% +$1.13M
CAT icon
84
Caterpillar
CAT
$387B
$5.35M 0.29%
49,255
+1,453
+3% +$153K
WM icon
85
Waste Management
WM
$91B
$5.26M 0.28%
117,520
+8,273
+8% +$360K
LLY icon
86
Eli Lilly
LLY
$1.06T
$5.24M 0.28%
84,215
+6,996
+9% +$417K
EBAY icon
87
eBay
EBAY
$49.8B
$4.89M 0.26%
232,002
-56,271
-20% -$1.23M
MCHP icon
88
Microchip Technology
MCHP
$46B
$4.84M 0.26%
198,242
+7,812
+4% +$186K
DE icon
89
Deere & Co
DE
$168B
$4.82M 0.26%
53,215
+4,007
+8% +$368K
AGN
90
DELISTED
Allergan Inc
AGN
$4.8M 0.26%
28,389
-10,130
-26% -$1.58M
LSBG
91
DELISTED
Lake Sunapee Bank Group
LSBG
$4.8M 0.26%
315,451
-15,300
-5% -$225K
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.77M 0.25%
117,276
+2,252
+2% +$87.8K
DHR icon
93
Danaher
DHR
$144B
$4.73M 0.25%
89,359
+42,509
+91% +$2.18M
CSX icon
94
CSX Corp
CSX
$93.1B
$4.7M 0.25%
457,362
-33,459
-7% -$326K
HON icon
95
Honeywell
HON
$78B
$4.69M 0.25%
56,130
+3,905
+7% +$326K
APD icon
96
Air Products & Chemicals
APD
$67.6B
$4.6M 0.25%
38,694
+17,716
+84% +$1.98M
PPL
97
PPL Corp
PPL
$26.7B
$4.59M 0.24%
138,771
+15,538
+13% +$490K
AXP icon
98
American Express
AXP
$230B
$4.47M 0.24%
47,109
-14,013
-23% -$1.26M
MTB icon
99
M&T Bank
MTB
$36.2B
$4.36M 0.23%
35,140
+2,344
+7% +$286K
D icon
100
Dominion Energy
D
$59.3B
$4.3M 0.23%
60,069
+9,485
+19% +$665K
2 3
4
5 6

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BAM
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ACI
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ACM
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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.