We are live on ! Find out more
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
CAH icon
201
Cardinal Health
CAH
$55.4B
$1.51M 0.08%
22,011
-4,401
-17% -$300K
BLK icon
202
Blackrock
BLK
$176B
$1.5M 0.08%
+4,706
New +$1.44M
XLP icon
203
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.49M 0.08%
33,369
-4,652
-12% -$206K
AEG icon
204
Aegon
AEG
$14.1B
$1.45M 0.08%
+242,769
New +$1.46M
SCHW
205
Charles Schwab
SCHW
$187B
$1.44M 0.08%
53,314
-23,829
-31% -$625K
AMJ
206
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.43M 0.08%
+27,375
New +$1.35M
IT icon
207
Gartner
IT
$11.7B
$1.43M 0.08%
20,224
+765
+4% +$53.3K
MD icon
208
Pediatrix Medical
MD
$2.2B
$1.4M 0.07%
24,018
+1,791
+8% +$105K
TAP icon
209
Molson Coors Class B
TAP
$8.09B
$1.4M 0.07%
18,822
+171
+0.9% +$11K
SBUX icon
210
Starbucks
SBUX
$120B
$1.39M 0.07%
35,932
-114
-0.3% -$4.14K
HSY icon
211
Hershey
HSY
$36.6B
$1.39M 0.07%
14,245
+895
+7% +$87.8K
MDT icon
212
Medtronic
MDT
$112B
$1.37M 0.07%
21,541
-1,443
-6% -$87.7K
EXPD icon
213
Expeditors International
EXPD
$23.2B
$1.31M 0.07%
29,775
+29,625
+19,750% +$1.27M
XLK icon
214
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.3M 0.07%
68,028
-688
-1% -$12.7K
PT
215
DELISTED
PORTUGAL TELECOM SGPS, S.A.
PT
$1.3M 0.07%
+355,794
New +$1.43M
AET
216
DELISTED
Aetna Inc
AET
$1.3M 0.07%
16,001
+574
+4% +$43.4K
IYM icon
217
iShares US Basic Materials ETF
IYM
$1.02B
$1.29M 0.07%
14,735
-1,280
-8% -$109K
WAB icon
218
Wabtec
WAB
$49.3B
$1.27M 0.07%
15,338
+804
+6% +$62K
LHX icon
219
L3Harris
LHX
$53.4B
$1.26M 0.07%
16,591
+236
+1% +$17.6K
STZ icon
220
Constellation Brands
STZ
$23.2B
$1.26M 0.07%
+14,250
New +$1.18M
CBST
221
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$1.25M 0.07%
17,958
+778
+5% +$52.9K
LH icon
222
Labcorp
LH
$25.9B
$1.25M 0.07%
+14,221
New +$1.23M
MPC icon
223
Marathon Petroleum
MPC
$83.7B
$1.24M 0.07%
31,812
+110
+0.3% +$4.87K
BH icon
224
Biglari Holdings Class B
BH
$1.21B
$1.24M 0.07%
4,729
– –
TYL icon
225
Tyler Technologies
TYL
$12.8B
$1.23M 0.07%
13,518
-756
-5% -$61.3K
7 8
9
10 11

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.