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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
EIX icon
551
Edison International
EIX
$26.9B
$50K ﹤0.01%
900
– –
IJR icon
552
iShares Core S&P Small-Cap ETF
IJR
$112B
$50K ﹤0.01%
962
– –
GAP
553
The Gap Inc
GAP
$7.57B
$50K ﹤0.01%
1,195
-500
-29% -$21.2K
MYD
554
DELISTED
BlackRock MuniYield Fund
MYD
$49K ﹤0.01%
3,419
– –
BPT
555
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$47K ﹤0.01%
500
– –
BBWI icon
556
Bath & Body Works
BBWI
$3.84B
$45K ﹤0.01%
835
– –
SCHF icon
557
Schwab International Equity ETF
SCHF
$68.5B
$45K ﹤0.01%
2,900
+1,100
+61% +$17.8K
TIME
558
DELISTED
Time Inc.
TIME
$45K ﹤0.01%
1,935
-760
-28% -$18.3K
DBC icon
559
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$44K ﹤0.01%
1,875
– –
CCI icon
560
Crown Castle
CCI
$31.3B
$43K ﹤0.01%
533
-50
-9% -$3.86K
INTU icon
561
Intuit
INTU
$91.3B
$43K ﹤0.01%
490
– –
NIO
562
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
$43K ﹤0.01%
3,000
– –
CF icon
563
CF Industries
CF
$17.9B
$42K ﹤0.01%
750
-375
-33% -$19K
PFF icon
564
iShares Preferred and Income Securities ETF
PFF
$13.2B
$42K ﹤0.01%
1,065
– –
SPXC icon
565
SPX Corp
SPXC
$10.9B
$42K ﹤0.01%
1,787
– –
LLL
566
DELISTED
L3 Technologies, Inc.
LLL
$42K ﹤0.01%
350
– –
EWZ icon
567
iShares MSCI Brazil ETF
EWZ
$8.58B
$41K ﹤0.01%
950
– –
FPX icon
568
First Trust US Equity Opportunities ETF
FPX
$1.49B
$41K ﹤0.01%
850
-400
-32% -$19.4K
RYAM icon
569
Rayonier Advanced Materials
RYAM
$583M
$41K ﹤0.01%
+1,260
New +$44.2K
YHOO
570
DELISTED
Yahoo Inc
YHOO
$41K ﹤0.01%
1,000
+900
+900% +$33.8K
BR icon
571
Broadridge
BR
$19.5B
$40K ﹤0.01%
972
-75
-7% -$3.12K
ICE icon
572
Intercontinental Exchange
ICE
$84.6B
$39K ﹤0.01%
1,010
-3,410
-77% -$131K
SNY icon
573
Sanofi
SNY
$104B
$39K ﹤0.01%
690
– –
TBT icon
574
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
$39K ﹤0.01%
687
– –
DRI icon
575
Darden Restaurants
DRI
$24.9B
$38K ﹤0.01%
828
– –
21 22
23
24 25

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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.