We are live on ! Find out more
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
SHW icon
476
Sherwin-Williams
SHW
$88.5B
$109K 0.01%
1,500
– –
MDY icon
477
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$106K 0.01%
425
– –
VBK icon
478
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$105K 0.01%
875
-125
-13% -$15.5K
MOO icon
479
VanEck Agribusiness ETF
MOO
$979M
$103K 0.01%
1,943
– –
SNDK
480
DELISTED
SANDISK CORP
SNDK
$103K 0.01%
1,050
– –
DIA icon
481
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$102K 0.01%
600
– –
RBS.PRH.CL
482
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$102K 0.01%
4,000
– –
SNI
483
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$101K 0.01%
1,295
– –
DWX icon
484
State Street SPDR S&P International Dividend ETF
DWX
$528M
$100K 0.01%
2,156
+100
+5% +$4.98K
BIV icon
485
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$98K 0.01%
1,163
– –
BTO
486
John Hancock Financial Opportunities Fund
BTO
$809M
$98K 0.01%
4,400
-1,271
-22% -$28.8K
PEG icon
487
Public Service Enterprise Group
PEG
$37.5B
$97K 0.01%
2,615
– –
FFC
488
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$96K 0.01%
4,954
– –
OGE icon
489
OGE Energy
OGE
$9.57B
$95K 0.01%
2,550
-50
-2% -$1.84K
SPSB icon
490
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
CAVM
491
DELISTED
Cavium, Inc.
CAVM
$94K 0.01%
1,900
+500
+36% +$25.3K
GLD icon
492
SPDR Gold Trust
GLD
$143B
$92K ﹤0.01%
795
+55
+7% +$6.78K
IXG icon
493
iShares Global Financials ETF
IXG
$696M
$90K ﹤0.01%
1,598
+900
+129% +$51.7K
VEA icon
494
Vanguard FTSE Developed Markets ETF
VEA
$236B
$90K ﹤0.01%
2,268
– –
OKS
495
DELISTED
Oneok Partners LP
OKS
$90K ﹤0.01%
1,600
– –
AMAT icon
496
Applied Materials
AMAT
$417B
$89K ﹤0.01%
4,100
-700
-15% -$15.5K
FXH icon
497
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$89K ﹤0.01%
1,600
– –
HSBC icon
498
HSBC
HSBC
$355B
$89K ﹤0.01%
2,039
– –
BPL
499
DELISTED
Buckeye Partners, L.P.
BPL
$88K ﹤0.01%
1,100
– –
TEF
500
DELISTED
Telefonica
TEF
$87K ﹤0.01%
7,753
– –
18 19
20
21 22

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.