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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
WMT icon
101
Walmart Inc
WMT
$890B
$4.25M 0.23%
169,938
-18,477
-10% -$475K
IWB icon
102
iShares Russell 1000 ETF
IWB
$50.1B
$4.25M 0.23%
38,548
-7,015
-15% -$746K
CTSH icon
103
Cognizant
CTSH
$26B
$4.24M 0.23%
86,730
+4,683
+6% +$228K
V icon
104
Visa
V
$677B
$4.13M 0.22%
78,404
+5,100
+7% +$267K
CNK icon
105
Cinemark Holdings
CNK
$4.32B
$4.08M 0.22%
115,520
+19,579
+20% +$599K
GLW icon
106
Corning
GLW
$143B
$4.07M 0.22%
185,351
+103,270
+126% +$2.19M
ECL icon
107
Ecolab
ECL
$79.9B
$3.92M 0.21%
35,200
+30,980
+734% +$3.32M
SWK icon
108
Stanley Black & Decker
SWK
$15.7B
$3.87M 0.21%
44,123
+12,179
+38% +$1.04M
RAI
109
DELISTED
Reynolds American Inc
RAI
$3.87M 0.21%
128,392
+2,340
+2% +$67.1K
AZN icon
110
AstraZeneca
AZN
$250B
$3.84M 0.2%
51,654
+4,414
+9% +$319K
F icon
111
Ford
F
$55.7B
$3.78M 0.2%
219,109
+38,530
+21% +$627K
TGNA
112
DELISTED
TEGNA Inc
TGNA
$3.71M 0.2%
226,310
-17,585
-7% -$258K
PX
113
DELISTED
Praxair Inc
PX
$3.69M 0.2%
27,809
+10,070
+57% +$1.32M
BAC icon
114
Bank of America
BAC
$442B
$3.58M 0.19%
233,126
+128,763
+123% +$2M
NSC icon
115
Norfolk Southern
NSC
$75.1B
$3.5M 0.19%
33,935
-2,795
-8% -$274K
IRM icon
116
Iron Mountain
IRM
$36.1B
$3.48M 0.19%
106,197
+62,349
+142% +$1.69M
ETN icon
117
Eaton
ETN
$174B
$3.43M 0.18%
44,441
-428
-1% -$31.8K
GSK icon
118
GSK
GSK
$106B
$3.43M 0.18%
51,278
+20,365
+66% +$1.38M
TGT icon
119
Target
TGT
$68B
$3.37M 0.18%
58,175
+36,579
+169% +$2.15M
MDLZ icon
120
Mondelez International
MDLZ
$79.9B
$3.22M 0.17%
85,610
+42,029
+96% +$1.54M
BDX icon
121
Becton Dickinson
BDX
$48.2B
$3.21M 0.17%
27,786
+765
+3% +$86.7K
NTT
122
DELISTED
Nippon Telegraph & Telephone
NTT
$3.18M 0.17%
102,006
+7,090
+7% +$203K
IGSB icon
123
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$3.1M 0.17%
58,760
-9,310
-14% -$491K
PAYX icon
124
Paychex
PAYX
$42.7B
$3.01M 0.16%
72,422
+6,851
+10% +$282K
VAR
125
DELISTED
Varian Medical Systems, Inc.
VAR
$2.95M 0.16%
40,436
-466
-1% -$33.5K
3 4
5
6 7

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BAM
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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.