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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
ASH icon
251
Ashland
ASH
$3.45B
$947K 0.05%
18,588
+4,190
+29% +$218K
ANSS
252
DELISTED
Ansys
ANSS
$945K 0.05%
12,500
+298
+2% +$23.4K
XLB icon
253
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$938K 0.05%
37,834
-1,060
-3% -$26.5K
FNFG
254
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$929K 0.05%
111,582
-2,200
-2% -$19K
CERN
255
DELISTED
Cerner Corp
CERN
$928K 0.05%
15,577
+702
+5% +$39.4K
CMP icon
256
Compass Minerals
CMP
$1.13B
$923K 0.05%
10,951
+648
+6% +$58.1K
RMD icon
257
ResMed
RMD
$31.9B
$905K 0.05%
18,358
-1,203
-6% -$61.3K
TROW icon
258
T. Rowe Price
TROW
$24.3B
$900K 0.05%
11,472
-504
-4% -$40.4K
FRC
259
DELISTED
First Republic Bank
FRC
$896K 0.05%
18,153
-324
-2% -$15.9K
CSGP icon
260
CoStar Group
CSGP
$12.8B
$895K 0.05%
57,530
+1,140
+2% +$17K
GBCI icon
261
Glacier Bancorp
GBCI
$6.35B
$877K 0.05%
33,918
+2,662
+9% +$72.2K
WAT icon
262
Waters Corp
WAT
$40.4B
$876K 0.05%
8,842
+284
+3% +$29.3K
SPN
263
DELISTED
Superior Energy Services, Inc.
SPN
$872K 0.05%
2,652
+173
+7% +$59.9K
GPOR
264
DELISTED
Gulfport Energy Corp.
GPOR
$866K 0.05%
16,219
-9,970
-38% -$573K
SYK icon
265
Stryker
SYK
$133B
$862K 0.05%
10,678
+40
+0.4% +$3.29K
SLH
266
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$860K 0.05%
15,252
+626
+4% +$39.6K
MS icon
267
Morgan Stanley
MS
$338B
$858K 0.05%
24,786
-2,825
-10% -$94.1K
VLO icon
268
Valero Energy
VLO
$90.7B
$858K 0.05%
18,528
+194
+1% +$9.79K
CVSA
269
Covista Inc
CVSA
$4.38B
$853K 0.05%
19,945
+2,443
+14% +$104K
ACC
270
DELISTED
American Campus Communities, Inc.
ACC
$853K 0.05%
23,409
+2,675
+13% +$104K
AIRM
271
DELISTED
Air Methods Corp
AIRM
$847K 0.04%
15,252
+474
+3% +$26K
GD icon
272
General Dynamics
GD
$107B
$839K 0.04%
6,599
-316
-5% -$38.4K
PSMT icon
273
Pricesmart
PSMT
$5.21B
$834K 0.04%
9,744
+285
+3% +$24.8K
CI icon
274
Cigna
CI
$73.6B
$829K 0.04%
9,137
+3,000
+49% +$280K
TEVA icon
275
Teva Pharmaceuticals
TEVA
$42.1B
$828K 0.04%
15,415
-655
-4% -$34.7K
9 10
11
12 13

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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.