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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
VOD icon
126
Vodafone
VOD
$37.4B
$2.94M 0.16%
87,958
+48,576
+123% +$1.72M
UNP icon
127
Union Pacific
UNP
$174B
$2.85M 0.15%
28,610
-980
-3% -$95K
SU icon
128
Suncor Energy
SU
$70.3B
$2.84M 0.15%
66,696
+6
+0% +$234
TRV icon
129
Travelers Companies
TRV
$80.2B
$2.76M 0.15%
29,389
+25,615
+679% +$2.34M
BNY
130
Bank of New York Mellon
BNY
$107B
$2.75M 0.15%
73,467
+2,174
+3% +$75.2K
SMFG icon
131
Sumitomo Mitsui Financial
SMFG
$164B
$2.74M 0.15%
323,460
+155,921
+93% +$1.28M
BAX icon
132
Baxter International
BAX
$14.2B
$2.71M 0.14%
69,060
+14,655
+27% +$586K
JCI icon
133
Johnson Controls International
JCI
$92.2B
$2.7M 0.14%
51,661
+35,316
+216% +$1.76M
XLF icon
134
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.69M 0.14%
134,545
-1,158
-0.9% -$22.6K
AEP icon
135
American Electric Power
AEP
$68.4B
$2.68M 0.14%
48,030
+23,450
+95% +$1.24M
TFC icon
136
Truist Financial
TFC
$64B
$2.67M 0.14%
67,754
-24,916
-27% -$955K
FISV
137
Fiserv Inc
FISV
$27.9B
$2.65M 0.14%
87,926
+63,056
+254% +$1.87M
CINF icon
138
Cincinnati Financial
CINF
$27.1B
$2.64M 0.14%
54,899
-4,296
-7% -$209K
NOV icon
139
NOV
NOV
$7B
$2.62M 0.14%
31,783
-3,304
-9% -$246K
BBVA icon
140
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2.6M 0.14%
214,569
+38,982
+22% +$468K
LOW icon
141
Lowe's Companies
LOW
$125B
$2.56M 0.14%
53,380
-165
-0.3% -$7.69K
IVV icon
142
iShares Core S&P 500 ETF
IVV
$904B
$2.51M 0.13%
12,756
+1,515
+13% +$290K
HAL icon
143
Halliburton
HAL
$26.6B
$2.47M 0.13%
34,804
-3,139
-8% -$201K
WBA
144
DELISTED
Walgreens Boots Alliance
WBA
$2.46M 0.13%
33,232
+362
+1% +$25.3K
BKNG icon
145
Booking.com
BKNG
$161B
$2.45M 0.13%
51,000
+7,175
+16% +$344K
SO icon
146
Southern Company
SO
$107B
$2.4M 0.13%
52,929
+2,871
+6% +$127K
IVE icon
147
iShares S&P 500 Value ETF
IVE
$49.8B
$2.39M 0.13%
26,433
– –
BP icon
148
BP
BP
$107B
$2.37M 0.13%
54,874
+4,831
+10% +$199K
PSA icon
149
Public Storage
PSA
$61.3B
$2.29M 0.12%
13,333
+6,931
+108% +$1.19M
IBB icon
150
iShares Biotechnology ETF
IBB
$9.71B
$2.27M 0.12%
26,550
+8,775
+49% +$691K
4 5
6
7 8

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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.