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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
STR
276
DELISTED
QUESTAR CORP
STR
$828K 0.04%
37,151
+788
+2% +$18.1K
GPI icon
277
Group 1 Automotive
GPI
$3.16B
$824K 0.04%
11,333
+921
+9% +$71.9K
RYL
278
DELISTED
RYLAND GROUP INC
RYL
$823K 0.04%
24,751
+2,582
+12% +$93.8K
ATR icon
279
AptarGroup
ATR
$8.5B
$820K 0.04%
13,502
+286
+2% +$18.2K
CATM
280
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$811K 0.04%
23,031
+311
+1% +$11.1K
MKC icon
281
McCormick & Company Non-Voting
MKC
$14.3B
$809K 0.04%
24,170
-30
-0.1% -$1.03K
GG
282
DELISTED
Goldcorp Inc
GG
$809K 0.04%
35,123
-229
-0.6% -$6.15K
MA icon
283
Mastercard
MA
$493B
$794K 0.04%
10,740
+1,505
+16% +$115K
CPHD
284
DELISTED
Cepheid Inc
CPHD
$790K 0.04%
17,932
+1,332
+8% +$56.2K
BLKB icon
285
Blackbaud
BLKB
$2.09B
$789K 0.04%
20,095
+704
+4% +$26.2K
IXJ icon
286
iShares Global Healthcare ETF
IXJ
$4.24B
$776K 0.04%
15,888
+1,000
+7% +$47.9K
HTLD icon
287
Heartland Express
HTLD
$911M
$774K 0.04%
32,275
+1,296
+4% +$30K
TYG
288
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$774K 0.04%
4,023
-650
-14% -$124K
IYR icon
289
iShares US Real Estate ETF
IYR
$4.52B
$770K 0.04%
11,130
+1,100
+11% +$79.7K
TUP
290
DELISTED
Tupperware Brands Corporation
TUP
$767K 0.04%
11,103
-29
-0.3% -$2.2K
FFIV icon
291
F5
FFIV
$23.2B
$763K 0.04%
6,421
+224
+4% +$26.3K
STE icon
292
Steris
STE
$23.3B
$757K 0.04%
14,021
+926
+7% +$50.3K
ROK icon
293
Rockwell Automation
ROK
$48.3B
$747K 0.04%
6,805
+66
+1% +$7.75K
TSCO icon
294
Tractor Supply
TSCO
$18B
$745K 0.04%
60,600
-6,715
-10% -$83.8K
IWF icon
295
iShares Russell 1000 Growth ETF
IWF
$127B
$739K 0.04%
32,252
+936
+3% +$21.4K
NDSN icon
296
Nordson
NDSN
$17.2B
$728K 0.04%
9,577
+1,017
+12% +$79.7K
BHP icon
297
BHP
BHP
$230B
$715K 0.04%
14,349
+853
+6% +$49.6K
NVO
298
Novo Nordisk
NVO
$211B
$714K 0.04%
30,000
-340
-1% -$7.82K
PRA
299
DELISTED
ProAssurance
PRA
$712K 0.04%
16,165
-135
-0.8% -$6.08K
LECO icon
300
Lincoln Electric
LECO
$15.1B
$707K 0.04%
10,225
+387
+4% +$26.9K
10 11
12
13 14

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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 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.