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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
MMM icon
26
3M
MMM
$94.3B
$19.3M 1.02%
163,051
-2,261
-1% -$272K
DFS
27
DELISTED
Discover Financial Services
DFS
$19.3M 1.02%
299,892
-13,143
-4% -$824K
ORCL icon
28
Oracle
ORCL
$423B
$19.2M 1.02%
501,512
+6,821
+1% +$276K
AGN
29
DELISTED
Allergan plc
AGN
$18.4M 0.98%
76,432
-1,592
-2% -$356K
USB icon
30
US Bancorp
USB
$99.6B
$18.4M 0.98%
440,390
-2,452
-0.6% -$104K
COF icon
31
Capital One
COF
$134B
$18.2M 0.97%
223,377
+241
+0.1% +$19.7K
STT icon
32
State Street
STT
$50.7B
$18.2M 0.96%
246,865
-4,053
-2% -$289K
PRU icon
33
Prudential Financial
PRU
$41.8B
$18M 0.95%
204,553
-4,841
-2% -$433K
IBM icon
34
IBM
IBM
$224B
$17.8M 0.95%
98,277
+778
+0.8% +$142K
VZ icon
35
Verizon
VZ
$196B
$17.3M 0.92%
346,246
-13,380
-4% -$665K
ABT icon
36
Abbott
ABT
$187B
$16.9M 0.89%
405,606
-11,892
-3% -$503K
CB
37
DELISTED
CHUBB CORPORATION
CB
$15.4M 0.82%
169,072
-1,806
-1% -$164K
CSCO icon
38
Cisco
CSCO
$479B
$15.4M 0.81%
609,913
+8,228
+1% +$207K
T icon
39
AT&T
T
$163B
$15.2M 0.81%
571,139
-18,082
-3% -$481K
COST icon
40
Costco
COST
$420B
$15.2M 0.8%
120,968
-219
-0.2% -$26.5K
PFE icon
41
Pfizer
PFE
$153B
$15.1M 0.8%
539,744
-22,093
-4% -$620K
PEP icon
42
PepsiCo
PEP
$190B
$15M 0.8%
161,216
+563
+0.4% +$51.4K
MSI icon
43
Motorola Solutions
MSI
$77.4B
$14.8M 0.78%
233,711
+788
+0.3% +$49.6K
UPS icon
44
United Parcel Service
UPS
$88.9B
$14.6M 0.78%
148,989
+1,623
+1% +$161K
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.13T
$14.3M 0.76%
103,871
+2,971
+3% +$396K
AMGN icon
46
Amgen
AMGN
$222B
$14.3M 0.76%
101,641
+3,346
+3% +$437K
OMC icon
47
Omnicom Group
OMC
$23.4B
$14M 0.74%
203,574
-1,637
-0.8% -$117K
TJX icon
48
TJX Companies
TJX
$178B
$13M 0.69%
440,720
-117,852
-21% -$3.32M
OXY icon
49
Occidental Petroleum
OXY
$55.9B
$12.6M 0.67%
136,673
+1,466
+1% +$141K
ITB icon
50
iShares US Home Construction ETF
ITB
$2.41B
$11.4M 0.6%
506,846
-437
-0.1% -$10.3K
1
2
3 4 5

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BAM
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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.