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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
TEG
376
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$385K 0.02%
5,938
– –
SCL icon
377
Stepan Co
SCL
$1.47B
$383K 0.02%
8,637
-358
-4% -$17.5K
MN
378
DELISTED
MANNING & NAPIER, INC.
MN
$383K 0.02%
22,797
+823
+4% +$14.4K
EMN icon
379
Eastman Chemical
EMN
$8.39B
$377K 0.02%
4,660
-50
-1% -$4.17K
PARA
380
DELISTED
Paramount Global Class B
PARA
$377K 0.02%
7,053
+150
+2% +$8.84K
SLF icon
381
Sun Life Financial
SLF
$45.8B
$377K 0.02%
10,385
-950
-8% -$35.7K
RVT icon
382
Royce Value Trust
RVT
$2.29B
$376K 0.02%
25,904
-2,560
-9% -$39.7K
ICUI icon
383
ICU Medical
ICUI
$4.56B
$373K 0.02%
5,814
-42
-0.7% -$2.57K
PIR
384
DELISTED
Pier 1 Imports, Inc.
PIR
$372K 0.02%
1,564
+202
+15% +$60.6K
ES icon
385
Eversource Energy
ES
$26.8B
$362K 0.02%
8,158
-288
-3% -$13K
SSNC icon
386
SS&C Technologies
SSNC
$18.7B
$340K 0.02%
+15,476
New +$343K
BX icon
387
Blackstone
BX
$113B
$339K 0.02%
10,985
-535
-5% -$17.4K
VGT icon
388
Vanguard Information Technology ETF
VGT
$147B
$333K 0.02%
26,616
– –
NE
389
DELISTED
Noble Corporation
NE
$326K 0.02%
14,650
-1,423
-9% -$38.4K
COR icon
390
Cencora
COR
$62B
$325K 0.02%
4,200
-280
-6% -$21.3K
EW icon
391
Edwards Lifesciences
EW
$53B
$321K 0.02%
18,840
– –
TER icon
392
Teradyne
TER
$57.1B
$310K 0.02%
16,000
– –
DVY icon
393
iShares Select Dividend ETF
DVY
$23.6B
$305K 0.02%
4,125
– –
AMP icon
394
Ameriprise Financial
AMP
$49.2B
$302K 0.02%
2,445
-2,160
-47% -$265K
HUB.B
395
DELISTED
HUBBELL INC CL-B
HUB.B
$298K 0.02%
2,474
– –
HES
396
DELISTED
Hess
HES
$297K 0.02%
3,150
– –
HIG icon
397
Hartford Financial Services
HIG
$38.7B
$289K 0.02%
7,748
-700
-8% -$25.3K
PBA icon
398
Pembina Pipeline
PBA
$27.8B
$284K 0.02%
6,749
– –
XEL icon
399
Xcel Energy
XEL
$48B
$284K 0.02%
9,364
-84
-0.9% -$2.63K
IEO icon
400
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$277K 0.01%
3,191
-119
-4% -$11.1K
14 15
16
17 18

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SCC
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BAM
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ACI
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ACM
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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.