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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
OEF icon
501
iShares S&P 100 ETF
OEF
$20.4B
$86K ﹤0.01%
972
– –
PXD
502
DELISTED
Pioneer Natural Resource Co.
PXD
$84K ﹤0.01%
428
– –
THRM icon
503
Gentherm
THRM
$1.29B
$82K ﹤0.01%
1,950
-600
-24% -$28.2K
B
504
Barrick Mining
B
$68.1B
$81K ﹤0.01%
5,500
– –
HYD icon
505
VanEck High Yield Muni ETF
HYD
$4.4B
$81K ﹤0.01%
1,319
– –
IWO icon
506
iShares Russell 2000 Growth ETF
IWO
$14.9B
$81K ﹤0.01%
625
-400
-39% -$53.6K
APH icon
507
Amphenol
APH
$209B
$80K ﹤0.01%
6,400
– –
IJT icon
508
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$79K ﹤0.01%
1,400
– –
VHT icon
509
Vanguard Health Care ETF
VHT
$19B
$78K ﹤0.01%
663
– –
PXLC
510
DELISTED
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
$77K ﹤0.01%
1,996
– –
ESI icon
511
Element Solutions
ESI
$9.22B
$75K ﹤0.01%
3,000
– –
IWN icon
512
iShares Russell 2000 Value ETF
IWN
$14.6B
$75K ﹤0.01%
800
– –
IXP icon
513
iShares Global Comm Services ETF
IXP
$571M
$75K ﹤0.01%
1,200
– –
L icon
514
Loews
L
$23.2B
$75K ﹤0.01%
1,800
– –
PCEF icon
515
Invesco CEF Income Composite ETF
PCEF
$817M
$75K ﹤0.01%
3,081
-75
-2% -$1.87K
ACG
516
DELISTED
AllianceBernstein Income Fund Inc
ACG
$75K ﹤0.01%
+10,000
New +$75K
HLF icon
517
Herbalife
HLF
$1.21B
$74K ﹤0.01%
3,400
+2,400
+240% +$64.1K
RL icon
518
Ralph Lauren
RL
$23.8B
$74K ﹤0.01%
450
– –
EQT icon
519
EQT Corp
EQT
$33.9B
$73K ﹤0.01%
1,470
– –
UGI icon
520
UGI
UGI
$7.45B
$72K ﹤0.01%
2,100
– –
HAIN icon
521
Hain Celestial
HAIN
$52.9M
$71K ﹤0.01%
1,380
-2,200
-61% -$102K
TYC
522
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
$71K ﹤0.01%
1,516
– –
APO icon
523
Apollo Global Management
APO
$80.8B
$70K ﹤0.01%
2,925
+750
+34% +$18.8K
GDX icon
524
VanEck Gold Miners ETF
GDX
$27.4B
$69K ﹤0.01%
3,230
-1,100
-25% -$28.1K
WIN
525
DELISTED
Windstream Holdings Inc
WIN
$68K ﹤0.01%
802
-106
-12% -$9.08K
19 20
21
22 23

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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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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.