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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
+0.81%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.89B
AUM Growth
+$6.98M
Cap. Flow
+$4.19M
Cap. Flow %
0.22%
Top 10 Hldgs %
20.64%
Holding
842
New
24
Increased
254
Reduced
233
Closed
32

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.95M
2
XOM icon
ExxonMobil
XOM
+$1.92M
3
AAPL icon
Apple
AAPL
+$1.6M
4
RIG icon
Transocean
RIG
+$1.19M
5
VOD icon
Vodafone
VOD
+$1.17M

Top Sells

Rank Stock Value
1
TJX icon
TJX Companies
TJX
+$3.32M
2
EBAY icon
eBay
EBAY
+$2.61M
3
GILD icon
Gilead Sciences
GILD
+$1.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
NTT
Nippon Telegraph & Telephone
NTT
+$961K

Sector Composition

Rank Sector Weight
1 Healthcare 15.92%
2 Technology 15.44%
3 Financials 14.04%
4 Industrials 11.49%
5 Energy 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TYL icon
226
Tyler Technologies
TYL
$13B
$1.2M 0.06%
13,588
+70
+0.5% +$6.32K
RIG icon
227
Transocean
RIG
$6.33B
$1.2M 0.06%
37,392
+30,395
+434% +$1.19M
AROW icon
228
Arrow Financial
AROW
$644M
$1.19M 0.06%
61,241
-1
-0% -$20
PPG icon
229
PPG Industries
PPG
$25.7B
$1.16M 0.06%
11,744
+780
+7% +$79.5K
LYB icon
230
LyondellBasell Industries
LYB
$20.2B
$1.15M 0.06%
10,616
+671
+7% +$72.6K
ACN icon
231
Accenture
ACN
$109B
$1.15M 0.06%
14,169
-76
-0.5% -$6.09K
PBCT
232
DELISTED
People's United Financial Inc
PBCT
$1.15M 0.06%
79,404
+12,033
+18% +$179K
C icon
233
Citigroup
C
$227B
$1.13M 0.06%
21,683
-846
-4% -$42.5K
IWM icon
234
iShares Russell 2000 ETF
IWM
$81.5B
$1.11M 0.06%
10,190
– –
RSP icon
235
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.11M 0.06%
14,693
+1,480
+11% +$114K
WY icon
236
Weyerhaeuser
WY
$18.2B
$1.1M 0.06%
34,631
+1,256
+4% +$41.2K
NWL icon
237
Newell Brands
NWL
$2.51B
$1.08M 0.06%
31,386
+4,598
+17% +$152K
SBUX icon
238
Starbucks
SBUX
$119B
$1.08M 0.06%
28,510
-7,422
-21% -$287K
VFC icon
239
VF Corp
VFC
$5.86B
$1.06M 0.06%
17,106
-764
-4% -$45.7K
KSS icon
240
Kohl's
KSS
$2.16B
$1.06M 0.06%
17,350
-800
-4% -$45.3K
EFA icon
241
iShares MSCI EAFE ETF
EFA
$79.8B
$1.05M 0.06%
16,411
-65
-0.4% -$4.34K
ED icon
242
Consolidated Edison
ED
$39.3B
$1.04M 0.06%
18,356
-3
-0% -$170
AMLP icon
243
Alerian MLP ETF
AMLP
$13.3B
$1.03M 0.05%
10,704
– –
TTC icon
244
Toro Company
TTC
$9.4B
$1.02M 0.05%
34,630
+1,280
+4% +$39K
TXN icon
245
Texas Instruments
TXN
$256B
$1.01M 0.05%
21,110
-15,265
-42% -$732K
INVX
246
Innovex International
INVX
$2.04B
$1.01M 0.05%
11,247
+446
+4% +$44.5K
ZBRA icon
247
Zebra Technologies
ZBRA
$17.9B
$1M 0.05%
14,133
+111
+0.8% +$8.66K
EEM icon
248
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$990K 0.05%
23,815
+2,140
+10% +$94.6K
LHX icon
249
L3Harris
LHX
$54B
$990K 0.05%
14,901
-1,690
-10% -$120K
PCL
250
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$965K 0.05%
24,746
-2,110
-8% -$88K
8 9
10
11 12

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SCC
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BAM
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ACI
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ACM
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MXM
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People's United Financial's Q3 2014 Portfolio in Review

As of Q3 2014, People's United Financial held 842 positions worth $1.89B, up 0.37% from $1.88B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q3 2014 filing shows 24 new, 254 increased, 233 reduced and 32 closed positions. Its largest new stake was Whole Foods Market Inc: 15,514 shares worth $591K. The largest sale was TJX Companies, an estimated $3.32M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q3 2014 buy was Whole Foods Market Inc: 15,514 shares worth $591K.
  • People's United Financial added most to Johnson & Johnson in Q3 2014, an estimated $1.95M increase.
  • People's United Financial's biggest Q3 2014 reduction was TJX Companies, cutting an estimated $3.32M.
  • People's United Financial fully exited Southwestern Energy Company in Q3 2014, selling an estimated $553K.
  • People's United Financial's ten largest holdings make up 21% of its $1.89B portfolio in Q3 2014.
  • People's United Financial opened 24 new positions and closed 32 in Q3 2014.
  • People's United Financial's portfolio value rose 0.37% quarter-over-quarter to $1.89B.

Based on People's United Financial's 13F filing for Q3 2014, filed 13 Nov 2014.