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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
MBB icon
526
iShares MBS ETF
MBB
$39B
$65K ﹤0.01%
605
– –
CHK
527
DELISTED
Chesapeake Energy Corporation
CHK
$65K ﹤0.01%
14
-1
-7% -$5.27K
ELV icon
528
Elevance Health
ELV
$84.7B
$64K ﹤0.01%
534
– –
SJM icon
529
J.M. Smucker
SJM
$12.6B
$64K ﹤0.01%
644
– –
SCG
530
DELISTED
Scana
SCG
$64K ﹤0.01%
1,300
– –
FAST icon
531
Fastenal
FAST
$60.1B
$63K ﹤0.01%
5,616
– –
STX icon
532
Seagate
STX
$186B
$63K ﹤0.01%
1,098
– –
EVT icon
533
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$61K ﹤0.01%
3,000
– –
NS
534
DELISTED
NuStar Energy L.P.
NS
$61K ﹤0.01%
925
– –
NYT icon
535
New York Times
NYT
$10.2B
$60K ﹤0.01%
5,388
-400
-7% -$5.16K
SDY icon
536
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$59K ﹤0.01%
785
– –
HOT
537
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$57K ﹤0.01%
683
– –
HPQ icon
538
HP
HPQ
$26.6B
$56K ﹤0.01%
3,486
+1,101
+46% +$17.9K
SVC
539
Service Properties Trust
SVC
$1.05B
$56K ﹤0.01%
423
-20
-5% -$2.89K
LULU icon
540
lululemon athletica
LULU
$14.3B
$55K ﹤0.01%
1,300
-800
-38% -$32.2K
PWB icon
541
Invesco Large Cap Growth ETF
PWB
$2.39B
$55K ﹤0.01%
2,000
– –
AZO icon
542
AutoZone
AZO
$49.8B
$54K ﹤0.01%
106
– –
NLY icon
543
Annaly Capital Management
NLY
$17.4B
$54K ﹤0.01%
1,275
– –
ALLE icon
544
Allegion
ALLE
$14.3B
$53K ﹤0.01%
1,119
-100
-8% -$5.24K
PCG icon
545
PG&E
PCG
$37.9B
$53K ﹤0.01%
1,166
– –
BHC icon
546
Bausch Health
BHC
$2.33B
$52K ﹤0.01%
400
– –
GAM
547
General American Investors Company
GAM
$1.62B
$51K ﹤0.01%
+2,000
New +$74.7K
IJJ icon
548
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.05B
$51K ﹤0.01%
840
– –
MHFI
549
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$51K ﹤0.01%
600
– –
AB icon
550
AllianceBernstein
AB
$3.48B
$50K ﹤0.01%
1,925
– –
20 21
22
23 24

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BAM
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ACI
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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.