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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
LMT icon
451
Lockheed Martin
LMT
$137B
$164K 0.01%
896
– –
UBNK
452
DELISTED
United Financial Bancorp, Inc.
UBNK
$160K 0.01%
12,561
-1,159
-8% -$14.7K
CXT icon
453
Crane NXT
CXT
$2.96B
$158K 0.01%
7,197
– –
NOC icon
454
Northrop Grumman
NOC
$81.6B
$158K 0.01%
1,200
+200
+20% +$25.2K
ICF icon
455
iShares Select U.S. REIT ETF
ICF
$2.07B
$154K 0.01%
3,640
– –
PBI icon
456
Pitney Bowes
PBI
$2.31B
$151K 0.01%
6,032
-3,540
-37% -$94.7K
HUB.A
457
DELISTED
HUBBELL INC CL-A
HUB.A
$149K 0.01%
1,200
-150
-11% -$18.7K
DNB
458
DELISTED
Dun & Bradstreet
DNB
$148K 0.01%
1,260
– –
SPLS
459
DELISTED
Staples Inc
SPLS
$148K 0.01%
12,200
-4,350
-26% -$51K
GGG icon
460
Graco
GGG
$13.5B
$146K 0.01%
5,985
– –
IYJ icon
461
iShares US Industrials ETF
IYJ
$1.96B
$145K 0.01%
2,860
-200
-7% -$10.3K
MDXG icon
462
MiMedx Group
MDXG
$627M
$143K 0.01%
20,000
– –
UNM icon
463
Unum
UNM
$14.4B
$141K 0.01%
4,100
-500
-11% -$17.6K
IDA icon
464
Idacorp
IDA
$8.04B
$139K 0.01%
2,600
-200
-7% -$11K
WU icon
465
Western Union
WU
$2.21B
$137K 0.01%
8,520
-210
-2% -$3.61K
SPG icon
466
Simon Property Group
SPG
$71.8B
$136K 0.01%
826
-709
-46% -$119K
WBD icon
467
Warner Bros
WBD
$68B
$135K 0.01%
3,565
+3,438
+2,707% +$143K
LQD icon
468
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$132K 0.01%
1,120
-15
-1% -$1.78K
CMG icon
469
Chipotle Mexican Grill
CMG
$40.3B
$130K 0.01%
9,750
+250
+3% +$3.28K
IGM icon
470
iShares Expanded Tech Sector ETF
IGM
$10.8B
$123K 0.01%
7,530
– –
TWTR
471
DELISTED
Twitter, Inc.
TWTR
$123K 0.01%
2,375
– –
ESRT icon
472
Empire State Realty Trust
ESRT
$815M
$121K 0.01%
8,059
– –
RYN icon
473
Rayonier
RYN
$6.44B
$118K 0.01%
4,174
– –
DNP icon
474
DNP Select Income Fund
DNP
$4.09B
$117K 0.01%
11,585
– –
LAZ icon
475
Lazard
LAZ
$4.23B
$115K 0.01%
2,260
+900
+66% +$47.2K
17 18
19
20 21

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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.