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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
MKTX icon
201
MarketAxess Holdings
MKTX
$5.72B
$1.2M 0.07%
20,322
-805
-4% -$49.8K
LHX icon
202
L3Harris
LHX
$54.4B
$1.2M 0.07%
16,355
+6,365
+64% +$455K
TYL icon
203
Tyler Technologies
TYL
$13.1B
$1.19M 0.07%
14,274
-1,602
-10% -$155K
VLO icon
204
Valero Energy
VLO
$90.5B
$1.19M 0.07%
22,461
+15,135
+207% +$775K
IWM icon
205
iShares Russell 2000 ETF
IWM
$81.4B
$1.19M 0.07%
10,190
– –
KEX icon
206
Kirby Corp
KEX
$6.96B
$1.18M 0.07%
11,698
+216
+2% +$21.8K
PCL
207
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$1.18M 0.07%
27,954
-2,890
-9% -$124K
ACN icon
208
Accenture
ACN
$110B
$1.17M 0.07%
14,623
-3,420
-19% -$281K
VFC icon
209
VF Corp
VFC
$5.83B
$1.17M 0.07%
20,011
-2,015
-9% -$113K
AET
210
DELISTED
Aetna Inc
AET
$1.16M 0.07%
15,427
-2,765
-15% -$196K
WAB icon
211
Wabtec
WAB
$49.3B
$1.13M 0.07%
14,534
-864
-6% -$66K
IRM icon
212
Iron Mountain
IRM
$36.3B
$1.12M 0.07%
+43,848
New +$1.12M
TAP icon
213
Molson Coors Class B
TAP
$7.9B
$1.1M 0.07%
18,651
+2,246
+14% +$125K
C icon
214
Citigroup
C
$227B
$1.07M 0.06%
22,400
-1,596
-7% -$79.5K
KRFT
215
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$1.04M 0.06%
18,609
-130
-0.7% -$7.06K
EFA icon
216
iShares MSCI EAFE ETF
EFA
$79.9B
$1.04M 0.06%
15,476
+2,345
+18% +$155K
ED icon
217
Consolidated Edison
ED
$39.4B
$1.04M 0.06%
19,338
-512
-3% -$27.8K
WY icon
218
Weyerhaeuser
WY
$18.2B
$1.04M 0.06%
35,314
-621
-2% -$18.7K
XLB icon
219
State Street Materials Select Sector SPDR ETF
XLB
$8.68B
$1.04M 0.06%
43,846
-7,170
-14% -$165K
CSGP icon
220
CoStar Group
CSGP
$12.5B
$1.03M 0.06%
55,420
-4,050
-7% -$76.4K
ITW icon
221
Illinois Tool Works
ITW
$84.2B
$1M 0.06%
12,322
-223
-2% -$18K
TSCO icon
222
Tractor Supply
TSCO
$18B
$988K 0.06%
69,865
+725
+1% +$10.3K
ANSS
223
DELISTED
Ansys
ANSS
$986K 0.06%
12,806
+608
+5% +$49.2K
TTC icon
224
Toro Company
TTC
$9.38B
$986K 0.06%
31,194
-2,216
-7% -$71.2K
WAT icon
225
Waters Corp
WAT
$40.3B
$984K 0.06%
9,075
+274
+3% +$29.7K
7 8
9
10 11

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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 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.