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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
BH icon
176
Biglari Holdings Class B
BH
$1.19B
$1.43M 0.09%
4,729
– –
TWX
177
DELISTED
Time Warner Inc
TWX
$1.42M 0.09%
22,692
-826
-4% -$51.9K
MDT icon
178
Medtronic
MDT
$114B
$1.42M 0.08%
22,984
-1,033
-4% -$60.2K
IBB icon
179
iShares Biotechnology ETF
IBB
$9.77B
$1.4M 0.08%
17,775
– –
HSY icon
180
Hershey
HSY
$36.7B
$1.39M 0.08%
13,350
+250
+2% +$25.6K
GS icon
181
Goldman Sachs
GS
$300B
$1.39M 0.08%
9,141
-590
-6% -$99.2K
CMCSA icon
182
Comcast
CMCSA
$89B
$1.38M 0.08%
55,208
-8,724
-14% -$227K
MPC icon
183
Marathon Petroleum
MPC
$88.8B
$1.38M 0.08%
31,702
-1,800
-5% -$78.9K
MD icon
184
Pediatrix Medical
MD
$2.12B
$1.38M 0.08%
22,227
+683
+3% +$39.7K
CNL
185
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.37M 0.08%
27,172
-1,002
-4% -$48.5K
RDS.A
186
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.37M 0.08%
20,104
-1,335
-6% -$89.1K
XLE icon
187
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.35M 0.08%
30,394
-1,820
-6% -$78.5K
IT icon
188
Gartner
IT
$12.2B
$1.35M 0.08%
19,459
-1,420
-7% -$98.2K
FCX icon
189
Freeport-McMoran
FCX
$98.7B
$1.34M 0.08%
40,403
+6,450
+19% +$215K
IYM icon
190
iShares US Basic Materials ETF
IYM
$1.03B
$1.33M 0.08%
16,015
-5,460
-25% -$442K
SBUX icon
191
Starbucks
SBUX
$120B
$1.32M 0.08%
36,046
-1,630
-4% -$60.3K
KMP
192
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
$1.32M 0.08%
17,792
-46
-0.3% -$3.57K
TGT icon
193
Target
TGT
$69.4B
$1.31M 0.08%
21,596
-2,540
-11% -$151K
EPD icon
194
Enterprise Products Partners
EPD
$82.2B
$1.29M 0.08%
37,068
-80
-0.2% -$2.65K
INVX
195
Innovex International
INVX
$2.02B
$1.28M 0.08%
11,424
-119
-1% -$12.3K
CBST
196
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$1.26M 0.08%
17,180
+145
+0.9% +$10.8K
XLK icon
197
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.25M 0.07%
68,716
-2,110
-3% -$37.7K
AEP icon
198
American Electric Power
AEP
$66.9B
$1.25M 0.07%
24,580
+15,822
+181% +$769K
WDR
199
DELISTED
Waddell & Reed Financial, Inc.
WDR
$1.23M 0.07%
16,753
-321
-2% -$22.1K
AROW icon
200
Arrow Financial
AROW
$644M
$1.23M 0.07%
61,242
-11,203
-15% -$220K
6 7
8
9 10

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BAM
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ACI
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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.