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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
RWT
326
Redwood Trust
RWT
$574M
$587K 0.03%
35,427
-5,107
-13% -$96.7K
RBC icon
327
RBC Bearings
RBC
$17.6B
$583K 0.03%
10,296
+1,552
+18% +$93.6K
EXPO icon
328
Exponent
EXPO
$3.21B
$580K 0.03%
32,748
+5,096
+18% +$93.6K
MINI
329
DELISTED
Mobile Mini Inc
MINI
$580K 0.03%
16,578
+1,405
+9% +$57.8K
K
330
DELISTED
Kellanova
K
$574K 0.03%
9,914
+1,757
+22% +$106K
QEP
331
DELISTED
QEP RESOURCES, INC.
QEP
$558K 0.03%
18,139
+1,456
+9% +$48.7K
CLH icon
332
Clean Harbors
CLH
$16.4B
$552K 0.03%
10,238
+1,615
+19% +$95K
DOC icon
333
Healthpeak Properties
DOC
$14.4B
$548K 0.03%
15,156
+302
+2% +$11.5K
ADM icon
334
Archer Daniels Midland
ADM
$38.8B
$544K 0.03%
10,638
+3,665
+53% +$180K
KS
335
DELISTED
KapStone Paper and Pack Corp.
KS
$543K 0.03%
19,429
+8,191
+73% +$249K
ESV
336
DELISTED
Ensco Rowan plc
ESV
$538K 0.03%
3,257
-78
-2% -$15.5K
DCI icon
337
Donaldson
DCI
$11.2B
$534K 0.03%
13,143
-609
-4% -$24.8K
PRLB icon
338
Protolabs
PRLB
$2.14B
$532K 0.03%
7,712
+602
+8% +$47.1K
MAR icon
339
Marriott International
MAR
$90.9B
$521K 0.03%
7,463
+3,148
+73% +$213K
QQQ icon
340
Invesco QQQ Trust
QQQ
$479B
$521K 0.03%
5,274
-450
-8% -$43.8K
SIAL
341
DELISTED
SIGMA - ALDRICH CORP
SIAL
$517K 0.03%
3,800
– –
ABB
342
DELISTED
ABB Ltd
ABB
$516K 0.03%
23,000
+4,025
+21% +$92.3K
RFG icon
343
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
$514K 0.03%
21,000
-1,125
-5% -$27.9K
SYA
344
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$512K 0.03%
+21,967
New +$512K
NVDA icon
345
NVIDIA
NVDA
$5.27T
$506K 0.03%
1,096,960
+156,000
+17% +$73.5K
GHL
346
DELISTED
Greenhill & Co., Inc.
GHL
$504K 0.03%
10,851
+2,709
+33% +$127K
GMCR
347
DELISTED
KEURIG GREEN MTN INC
GMCR
$498K 0.03%
3,825
-125
-3% -$15.6K
NUE icon
348
Nucor
NUE
$62.5B
$497K 0.03%
9,162
+259
+3% +$13.7K
IBKC
349
DELISTED
IBERIABANK Corp
IBKC
$492K 0.03%
7,873
+640
+9% +$42.2K
WDR
350
DELISTED
Waddell & Reed Financial, Inc.
WDR
$491K 0.03%
9,492
-7,922
-45% -$441K
12 13
14
15 16

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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.