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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
IGSB icon
101
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.59M 0.21%
68,070
-4,296
-6% -$227K
NSC icon
102
Norfolk Southern
NSC
$75.5B
$3.57M 0.21%
36,730
+3,178
+9% +$295K
WMB icon
103
Williams Companies
WMB
$86.7B
$3.53M 0.21%
87,053
+7,711
+10% +$312K
TGNA
104
DELISTED
TEGNA Inc
TGNA
$3.52M 0.21%
243,895
-569
-0.2% -$8.46K
MET icon
105
MetLife
MET
$61.9B
$3.5M 0.21%
74,271
+4,222
+6% +$194K
ETN icon
106
Eaton
ETN
$175B
$3.37M 0.2%
44,869
+87
+0.2% +$6.41K
RAI
107
DELISTED
Reynolds American Inc
RAI
$3.37M 0.2%
126,052
+14,776
+13% +$372K
BDX icon
108
Becton Dickinson
BDX
$48.2B
$3.09M 0.18%
27,021
-1,117
-4% -$123K
AZN icon
109
AstraZeneca
AZN
$249B
$3.06M 0.18%
47,240
+5,645
+14% +$365K
DUK icon
110
Duke Energy
DUK
$94.9B
$3.04M 0.18%
42,629
-6,753
-14% -$471K
VAR
111
DELISTED
Varian Medical Systems, Inc.
VAR
$3.01M 0.18%
40,902
+472
+1% +$34K
CINF icon
112
Cincinnati Financial
CINF
$26.8B
$2.88M 0.17%
59,195
+2,119
+4% +$102K
TPR icon
113
Tapestry
TPR
$32.5B
$2.88M 0.17%
57,902
-1,433
-2% -$71.3K
F icon
114
Ford
F
$55.1B
$2.82M 0.17%
180,579
+20,432
+13% +$316K
PAYX icon
115
Paychex
PAYX
$42.5B
$2.79M 0.17%
65,571
+10,447
+19% +$443K
TSM icon
116
TSMC
TSM
$2.19T
$2.79M 0.17%
139,520
+64,500
+86% +$1.16M
CNK icon
117
Cinemark Holdings
CNK
$4.25B
$2.78M 0.17%
95,941
+22,245
+30% +$667K
UNP icon
118
Union Pacific
UNP
$174B
$2.78M 0.17%
29,590
-1,160
-4% -$103K
XLF icon
119
State Street Financial Select Sector SPDR ETF
XLF
$58.9B
$2.66M 0.16%
135,703
+8,544
+7% +$163K
LOW icon
120
Lowe's Companies
LOW
$122B
$2.62M 0.16%
53,545
-1,694
-3% -$81.7K
SWK icon
121
Stanley Black & Decker
SWK
$15.4B
$2.6M 0.16%
31,944
+1,788
+6% +$143K
NTT
122
DELISTED
Nippon Telegraph & Telephone
NTT
$2.58M 0.15%
94,916
+46,147
+95% +$1.27M
BNY
123
Bank of New York Mellon
BNY
$108B
$2.52M 0.15%
71,293
-15,287
-18% -$505K
NOV icon
124
NOV
NOV
$7.28B
$2.46M 0.15%
35,087
+999
+3% +$68.5K
DHR icon
125
Danaher
DHR
$144B
$2.36M 0.14%
46,850
-1,560
-3% -$79.4K
3 4
5
6 7

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SCC
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BAM
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ACI
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ACM
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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.