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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
TWC
426
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$230K 0.01%
1,600
-16
-1% -$2.38K
DNOW icon
427
DNOW Inc
DNOW
$3.04B
$229K 0.01%
7,523
-299
-4% -$9.79K
XNTK icon
428
State Street SPDR NYSE Technology ETF
XNTK
$2.21B
$221K 0.01%
4,550
– –
RDS.B
429
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$217K 0.01%
2,732
-212
-7% -$17.9K
IYE icon
430
iShares US Energy ETF
IYE
$1.79B
$216K 0.01%
4,200
– –
PAA icon
431
Plains All American Pipeline
PAA
$16.4B
$213K 0.01%
+3,624
New +$212K
VIG icon
432
Vanguard Dividend Appreciation ETF
VIG
$114B
$212K 0.01%
2,749
+425
+18% +$33K
WPC icon
433
W.P. Carey
WPC
$16.1B
$210K 0.01%
3,355
– –
KMI icon
434
Kinder Morgan
KMI
$70.4B
$206K 0.01%
5,372
-600
-10% -$22.8K
NTG
435
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
$202K 0.01%
696
-206
-23% -$60K
STI
436
DELISTED
SunTrust Banks, Inc.
STI
$202K 0.01%
5,305
+17
+0.3% +$656
BKT icon
437
BlackRock Income Trust
BKT
$342M
$201K 0.01%
10,567
– –
CCEP icon
438
Coca-Cola Europacific Partners
CCEP
$46.8B
$200K 0.01%
4,500
+1,000
+29% +$46.9K
EEP
439
DELISTED
Enbridge Energy Partners
EEP
$194K 0.01%
5,000
– –
AIG icon
440
American International
AIG
$40.5B
$193K 0.01%
3,580
-1,200
-25% -$65.6K
RPG icon
441
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$190K 0.01%
12,325
– –
ZTS icon
442
Zoetis
ZTS
$30.9B
$190K 0.01%
5,150
+2,550
+98% +$87.3K
MCO icon
443
Moody's
MCO
$83B
$183K 0.01%
1,940
– –
ALL icon
444
Allstate
ALL
$67.4B
$182K 0.01%
2,972
-150
-5% -$9.01K
SCHE icon
445
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$178K 0.01%
7,010
+700
+11% +$18.8K
IWP icon
446
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$177K 0.01%
4,008
+168
+4% +$7.5K
EPP icon
447
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$167K 0.01%
3,632
– –
PT
448
DELISTED
PORTUGAL TELECOM SGPS, S.A.
PT
$167K 0.01%
80,116
-275,678
-77% -$625K
BCS.PRC
449
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
$166K 0.01%
6,400
– –
IYK icon
450
iShares US Consumer Staples ETF
IYK
$1.42B
$164K 0.01%
4,974
-117
-2% -$3.88K
16 17
18
19 20

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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.