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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
SU icon
126
Suncor Energy
SU
$73.4B
$2.33M 0.14%
66,690
+16,090
+32% +$536K
PX
127
DELISTED
Praxair Inc
PX
$2.32M 0.14%
17,739
-1,573
-8% -$204K
APD icon
128
Air Products & Chemicals
APD
$68.6B
$2.31M 0.14%
20,978
-631
-3% -$67K
IVE icon
129
iShares S&P 500 Value ETF
IVE
$50B
$2.3M 0.14%
26,433
+1,025
+4% +$86.6K
HAL icon
130
Halliburton
HAL
$28B
$2.23M 0.13%
37,943
-3,085
-8% -$165K
J icon
131
Jacobs Solutions
J
$17.2B
$2.23M 0.13%
42,423
+693
+2% +$35.7K
SO icon
132
Southern Company
SO
$105B
$2.2M 0.13%
50,058
-5,399
-10% -$226K
BAX icon
133
Baxter International
BAX
$14.4B
$2.17M 0.13%
54,405
+10,492
+24% +$392K
WBA
134
DELISTED
Walgreens Boots Alliance
WBA
$2.17M 0.13%
32,870
-3,251
-9% -$204K
IVV icon
135
iShares Core S&P 500 ETF
IVV
$904B
$2.12M 0.13%
11,241
+389
+4% +$71.8K
SCHW
136
Charles Schwab
SCHW
$188B
$2.11M 0.13%
77,143
-38,190
-33% -$998K
BKNG icon
137
Booking.com
BKNG
$160B
$2.09M 0.13%
43,825
-1,400
-3% -$69.1K
GSK icon
138
GSK
GSK
$104B
$2.06M 0.12%
30,913
+16,101
+109% +$1.09M
TEL icon
139
TE Connectivity
TEL
$62B
$2.05M 0.12%
34,078
-1,091
-3% -$62.6K
BBVA icon
140
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2M 0.12%
175,587
+67,162
+62% +$785K
BP icon
141
BP
BP
$110B
$1.97M 0.12%
50,043
+17,258
+53% +$681K
GPOR
142
DELISTED
Gulfport Energy Corp.
GPOR
$1.94M 0.12%
27,248
-1,893
-6% -$116K
EXC icon
143
Exelon
EXC
$45.8B
$1.94M 0.12%
80,964
-20,391
-20% -$429K
MIDD icon
144
Middleby
MIDD
$5.89B
$1.92M 0.12%
21,810
-1,281
-6% -$112K
SBNY
145
DELISTED
Signature Bank
SBNY
$1.85M 0.11%
14,767
+27
+0.2% +$3.3K
CAH icon
146
Cardinal Health
CAH
$55.5B
$1.85M 0.11%
26,412
+383
+1% +$26.6K
BSV icon
147
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.83M 0.11%
22,825
– –
VRSK icon
148
Verisk Analytics
VRSK
$23.6B
$1.82M 0.11%
30,303
+705
+2% +$44.6K
VB icon
149
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$1.8M 0.11%
15,938
+176
+1% +$19.5K
MON
150
DELISTED
Monsanto Co
MON
$1.8M 0.11%
15,814
-6,145
-28% -$684K
4 5
6
7 8

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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.