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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
UMPQ
351
DELISTED
Umpqua Holdings Corp
UMPQ
$490K 0.03%
29,716
+1,259
+4% +$21.6K
AA icon
352
Alcoa
AA
$14.1B
$485K 0.03%
12,558
+3,413
+37% +$134K
HIBB
353
DELISTED
Hibbett, Inc. Common Stock
HIBB
$484K 0.03%
11,347
+347
+3% +$16.6K
CBI
354
DELISTED
Chicago Bridge & Iron Nv
CBI
$481K 0.03%
8,320
-670
-7% -$42.2K
DVN icon
355
Devon Energy
DVN
$49.8B
$479K 0.03%
7,029
-560
-7% -$41.6K
URBN icon
356
Urban Outfitters
URBN
$6.67B
$473K 0.03%
12,896
-273
-2% -$10K
XLI icon
357
State Street Industrial Select Sector SPDR ETF
XLI
$34.9B
$471K 0.03%
8,860
-3,536
-29% -$190K
SHY icon
358
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$465K 0.02%
5,507
-260
-5% -$22K
CTRX
359
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$463K 0.02%
10,990
+1,430
+15% +$65K
AVT icon
360
Avnet
AVT
$8.08B
$459K 0.02%
11,065
– –
IJH icon
361
iShares Core S&P Mid-Cap ETF
IJH
$127B
$459K 0.02%
16,795
+4,000
+31% +$113K
KMR
362
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$457K 0.02%
4,921
-345
-7% -$29.8K
HP icon
363
Helmerich & Payne
HP
$4.15B
$454K 0.02%
4,643
+1
+0% +$106
XLY icon
364
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$451K 0.02%
13,536
-2,100
-13% -$71K
WEC icon
365
WEC Energy
WEC
$34.4B
$450K 0.02%
10,458
-178
-2% -$7.9K
APC
366
DELISTED
Anadarko Petroleum
APC
$449K 0.02%
4,428
+610
+16% +$65.8K
BABA icon
367
Alibaba
BABA
$308B
$446K 0.02%
+5,025
New +$451K
CPB icon
368
Campbell Soup
CPB
$6.69B
$443K 0.02%
10,365
+623
+6% +$27.3K
A icon
369
Agilent Technologies
A
$42.2B
$431K 0.02%
10,563
-2,377
-18% -$97.1K
UIL
370
DELISTED
UIL HOLDINGS
UIL
$427K 0.02%
12,060
-1,335
-10% -$48.8K
AVB icon
371
AvalonBay Communities
AVB
$26.2B
$415K 0.02%
2,941
– –
KN icon
372
Knowles
KN
$3.35B
$410K 0.02%
15,500
-10,061
-39% -$307K
IJK icon
373
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$405K 0.02%
10,708
+4,400
+70% +$170K
GM icon
374
General Motors
GM
$78.2B
$396K 0.02%
12,393
+550
+5% +$19.2K
TXT icon
375
Textron
TXT
$15.3B
$395K 0.02%
10,977
-443
-4% -$16.6K
13 14
15
16 17

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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.