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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
KRFT
151
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$2.26M 0.12%
37,672
+19,063
+102% +$1.1M
SONY icon
152
Sony
SONY
$138B
$2.26M 0.12%
672,835
+585,415
+670% +$2.02M
TPR icon
153
Tapestry
TPR
$32.8B
$2.23M 0.12%
65,167
+7,265
+13% +$312K
GAS
154
DELISTED
AGL Resources Inc
GAS
$2.18M 0.12%
39,547
+21,431
+118% +$1.13M
EXC icon
155
Exelon
EXC
$47B
$2.13M 0.11%
82,066
+1,102
+1% +$28.1K
DUK icon
156
Duke Energy
DUK
$97.3B
$2.1M 0.11%
28,327
-14,302
-34% -$1.03M
TSM icon
157
TSMC
TSM
$2.18T
$2.1M 0.11%
98,202
-41,318
-30% -$851K
TEL icon
158
TE Connectivity
TEL
$62.6B
$2.07M 0.11%
33,408
-670
-2% -$40.1K
FDX icon
159
FedEx
FDX
$75.4B
$2.06M 0.11%
13,610
+661
+5% +$92.3K
J icon
160
Jacobs Solutions
J
$17B
$1.94M 0.1%
44,055
+1,632
+4% +$77.7K
AMX icon
161
America Movil
AMX
$71.2B
$1.9M 0.1%
91,623
+3,330
+4% +$66.7K
CHKP icon
162
Check Point Software Technologies
CHKP
$13.1B
$1.9M 0.1%
28,286
+2,378
+9% +$156K
VRSK icon
163
Verisk Analytics
VRSK
$25B
$1.89M 0.1%
31,558
+1,255
+4% +$75K
CMCSA icon
164
Comcast
CMCSA
$90B
$1.89M 0.1%
70,474
+15,266
+28% +$392K
MJN
165
DELISTED
Mead Johnson Nutrition Company
MJN
$1.89M 0.1%
20,259
+16,564
+448% +$1.45M
STWD icon
166
Starwood Property Trust
STWD
$6.09B
$1.89M 0.1%
79,353
+43,949
+124% +$1.05M
IVW icon
167
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.88M 0.1%
71,640
-300
-0.4% -$7.61K
DD icon
168
DuPont de Nemours
DD
$19.2B
$1.83M 0.1%
14,043
-569
-4% -$72.5K
DEO icon
169
Diageo
DEO
$53.6B
$1.83M 0.1%
14,353
+11,690
+439% +$1.47M
SBNY
170
DELISTED
Signature Bank
SBNY
$1.82M 0.1%
14,392
-375
-3% -$45.1K
ZBH icon
171
Zimmer Biomet
ZBH
$18.4B
$1.79M 0.1%
17,766
+8,157
+85% +$796K
VB icon
172
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$1.75M 0.09%
14,988
-950
-6% -$106K
MRO
173
DELISTED
Marathon Oil Corporation
MRO
$1.75M 0.09%
43,866
+322
+0.7% +$11.9K
FCX icon
174
Freeport-McMoran
FCX
$97.5B
$1.75M 0.09%
47,880
+7,477
+19% +$256K
WPP icon
175
WPP
WPP
$5.94B
$1.75M 0.09%
16,015
+1,160
+8% +$124K
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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PP
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MXM
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OSIA
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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.