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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
CME icon
301
CME Group
CME
$94.8B
$695K 0.04%
8,686
-483
-5% -$36.4K
FNF icon
302
Fidelity National Financial
FNF
$12.9B
$677K 0.04%
35,150
-11,914
-25% -$230K
XLU icon
303
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$658K 0.03%
31,282
-1,228
-4% -$26K
MU icon
304
Micron Technology
MU
$972B
$654K 0.03%
19,100
+1,900
+11% +$61.5K
CIEN icon
305
Ciena
CIEN
$54.9B
$653K 0.03%
39,050
+1,500
+4% +$29.4K
PETM
306
DELISTED
PETSMART INC
PETM
$649K 0.03%
9,260
-10,890
-54% -$758K
COV
307
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$646K 0.03%
7,468
+663
+10% +$58.7K
WBS icon
308
Webster Financial
WBS
$12.8B
$641K 0.03%
22,004
+3,900
+22% +$116K
PNC icon
309
PNC Financial Services
PNC
$100B
$640K 0.03%
7,473
+495
+7% +$42.1K
JBHT icon
310
JB Hunt Transport Services
JBHT
$25B
$638K 0.03%
8,620
+32
+0.4% +$2.42K
RBA icon
311
RB Global
RBA
$17.4B
$637K 0.03%
28,427
+1,872
+7% +$44.6K
WHR icon
312
Whirlpool
WHR
$2.75B
$628K 0.03%
4,307
+15
+0.3% +$2.22K
YUM icon
313
Yum! Brands
YUM
$39.7B
$623K 0.03%
12,040
-1,496
-11% -$79.6K
POWI icon
314
Power Integrations
POWI
$3.46B
$619K 0.03%
22,978
+2,500
+12% +$70.4K
MAA icon
315
Mid-America Apartment Communities
MAA
$15.4B
$617K 0.03%
9,400
+2,169
+30% +$154K
TT icon
316
Trane Technologies
TT
$105B
$611K 0.03%
10,848
+6,400
+144% +$388K
DNKN
317
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$610K 0.03%
13,609
-19,865
-59% -$884K
NHI icon
318
National Health Investors
NHI
$3.59B
$605K 0.03%
10,579
+323
+3% +$20K
CEB
319
DELISTED
CEB Inc.
CEB
$600K 0.03%
9,995
+130
+1% +$8.5K
XLV icon
320
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$599K 0.03%
9,357
-4,300
-31% -$269K
JWN
321
DELISTED
Nordstrom
JWN
$596K 0.03%
8,725
+2,500
+40% +$172K
AKAM icon
322
Akamai
AKAM
$16.9B
$594K 0.03%
9,942
+407
+4% +$24.5K
MRSH
323
Marsh
MRSH
$91B
$592K 0.03%
11,318
-182
-2% -$9.49K
WFM
324
DELISTED
Whole Foods Market Inc
WFM
$591K 0.03%
+15,514
New +$593K
IYH icon
325
iShares US Healthcare ETF
IYH
$3.77B
$589K 0.03%
21,920
-100
-0.5% -$2.63K
11 12
13
14 15

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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.