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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
CHEF icon
401
Chefs' Warehouse
CHEF
$4.47B
$274K 0.01%
16,851
-86
-0.5% -$1.53K
DORM icon
402
Dorman Products
DORM
$3.99B
$274K 0.01%
+6,850
New +$306K
TD icon
403
Toronto Dominion Bank
TD
$201B
$267K 0.01%
5,400
– –
PDCE
404
DELISTED
PDC Energy, Inc.
PDCE
$264K 0.01%
5,250
– –
ROSE
405
DELISTED
ROSETTA RESOURCES INC
ROSE
$262K 0.01%
+5,881
New +$293K
BEN icon
406
Franklin Resources
BEN
$17.1B
$261K 0.01%
4,775
+631
+15% +$35.3K
HUM icon
407
Humana
HUM
$45.4B
$261K 0.01%
2,000
-400
-17% -$50.8K
PH icon
408
Parker-Hannifin
PH
$136B
$260K 0.01%
2,275
-200
-8% -$23.6K
SPY icon
409
State Street SPDR S&P 500 ETF Trust
SPY
$811B
$260K 0.01%
1,322
-140
-10% -$27.7K
GVI icon
410
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$258K 0.01%
2,342
-1,115
-32% -$123K
ETP
411
DELISTED
Energy Transfer Partners L.p.
ETP
$258K 0.01%
4,031
+481
+14% +$27.8K
LTM
412
DELISTED
LIFE TIME FITNESS INC
LTM
$255K 0.01%
5,071
-5,004
-50% -$229K
VGK icon
413
Vanguard FTSE Europe ETF
VGK
$31.1B
$253K 0.01%
4,582
-7,157
-61% -$413K
WPX
414
DELISTED
WPX Energy, Inc.
WPX
$253K 0.01%
10,533
+84
+0.8% +$1.99K
APAM icon
415
Artisan Partners
APAM
$3.06B
$249K 0.01%
+4,792
New +$259K
BALL icon
416
Ball Corp
BALL
$16.7B
$248K 0.01%
7,834
– –
FIS icon
417
Fidelity National Information Services
FIS
$22B
$242K 0.01%
4,300
– –
TTE icon
418
TotalEnergies
TTE
$196B
$241K 0.01%
2,371,099,803
-411,759,249
-15% -$41.2K
MAT icon
419
Mattel
MAT
$4.29B
$240K 0.01%
7,826
-5,800
-43% -$205K
IP icon
420
International Paper
IP
$22.1B
$238K 0.01%
5,280
+365
+7% +$16.8K
GEN icon
421
Gen Digital
GEN
$17.6B
$237K 0.01%
10,087
-1,767
-15% -$42.1K
MUB icon
422
iShares National Muni Bond ETF
MUB
$45.9B
$236K 0.01%
2,150
– –
WST icon
423
West Pharmaceutical
WST
$24.7B
$236K 0.01%
+5,262
New +$224K
EFX icon
424
Equifax
EFX
$21.4B
$232K 0.01%
3,100
– –
IXC icon
425
iShares Global Energy ETF
IXC
$2.74B
$231K 0.01%
5,271
-250
-5% -$11.7K
15 16
17
18 19

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IA
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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.