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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
DD icon
151
DuPont de Nemours
DD
$19.2B
$1.8M 0.11%
14,612
-448
-3% -$52.8K
IVW icon
152
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.8M 0.11%
71,940
-288
-0.4% -$7.12K
BAC icon
153
Bank of America
BAC
$445B
$1.79M 0.11%
104,363
+31,993
+44% +$538K
SAP icon
154
SAP
SAP
$241B
$1.78M 0.11%
21,893
+6,426
+42% +$509K
AMX icon
155
America Movil
AMX
$71.4B
$1.75M 0.11%
88,293
+26,585
+43% +$551K
CHKP icon
156
Check Point Software Technologies
CHKP
$13.3B
$1.75M 0.1%
25,908
+7,201
+38% +$476K
BCS icon
157
Barclays
BCS
$94.2B
$1.72M 0.1%
118,616
+38,399
+48% +$615K
FDX icon
158
FedEx
FDX
$76.8B
$1.72M 0.1%
12,949
-1,559
-11% -$212K
GLW icon
159
Corning
GLW
$138B
$1.71M 0.1%
82,081
-10,604
-11% -$199K
MNST icon
160
Monster Beverage
MNST
$89.6B
$1.7M 0.1%
146,634
-16,488
-10% -$193K
RTN
161
DELISTED
Raytheon Company
RTN
$1.69M 0.1%
17,110
-1,299
-7% -$123K
LUV icon
162
Southwest Airlines
LUV
$22.2B
$1.69M 0.1%
71,431
+69,606
+3,814% +$1.52M
PHG icon
163
Philips
PHG
$26.3B
$1.68M 0.1%
68,753
+24,527
+55% +$602K
SIVB
164
DELISTED
SVB Financial Group
SIVB
$1.64M 0.1%
12,721
+50
+0.4% +$5.84K
XLP icon
165
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.64M 0.1%
38,021
-13,211
-26% -$555K
ADI icon
166
Analog Devices
ADI
$188B
$1.61M 0.1%
30,254
-1,501
-5% -$75.7K
TXN icon
167
Texas Instruments
TXN
$257B
$1.59M 0.1%
33,810
+9,600
+40% +$424K
MRO
168
DELISTED
Marathon Oil Corporation
MRO
$1.55M 0.09%
43,544
-2,071
-5% -$69.8K
WPP icon
169
WPP
WPP
$5.7B
$1.53M 0.09%
14,855
+4,009
+37% +$430K
KN icon
170
Knowles
KN
$3.3B
$1.52M 0.09%
+48,249
New +$1.5M
MDLZ icon
171
Mondelez International
MDLZ
$78.7B
$1.51M 0.09%
43,581
+1,688
+4% +$57.7K
RPM icon
172
RPM International
RPM
$14.7B
$1.47M 0.09%
35,023
+746
+2% +$30.7K
AFL icon
173
Aflac
AFL
$61.4B
$1.46M 0.09%
46,442
-2,638
-5% -$83.8K
VOD icon
174
Vodafone
VOD
$36.5B
$1.45M 0.09%
39,382
-19,857
-34% -$765K
SMFG icon
175
Sumitomo Mitsui Financial
SMFG
$160B
$1.45M 0.09%
167,539
+64,485
+63% +$603K
5 6
7
8 9

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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.