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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
KEY icon
576
KeyCorp
KEY
$24.4B
$38K ﹤0.01%
2,881
– –
NOK icon
577
Nokia
NOK
$52.5B
$38K ﹤0.01%
4,525
-168
-4% -$1.35K
VBR icon
578
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$38K ﹤0.01%
377
– –
VTI icon
579
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$38K ﹤0.01%
376
– –
TFI icon
580
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$37K ﹤0.01%
775
– –
YPF icon
581
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
$37K ﹤0.01%
1,000
– –
CRM icon
582
Salesforce
CRM
$162B
$36K ﹤0.01%
625
– –
VMC icon
583
Vulcan Materials
VMC
$36.9B
$36K ﹤0.01%
600
– –
FTR
584
DELISTED
Frontier Communications Corp.
FTR
$36K ﹤0.01%
371
+6
+2% +$571
BKN
585
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$35K ﹤0.01%
2,289
– –
IWC icon
586
iShares Micro-Cap ETF
IWC
$1.49B
$35K ﹤0.01%
500
– –
SRE icon
587
Sempra
SRE
$55.3B
$35K ﹤0.01%
666
– –
COL
588
DELISTED
Rockwell Collins
COL
$35K ﹤0.01%
448
– –
TR icon
589
Tootsie Roll Industries
TR
$2.99B
$34K ﹤0.01%
1,711
– –
UL icon
590
Unilever
UL
$134B
$34K ﹤0.01%
711
– –
XYL icon
591
Xylem
XYL
$28.7B
$34K ﹤0.01%
972
– –
FGP
592
DELISTED
Ferrellgas Partners, L.P.
FGP
$33K ﹤0.01%
1,229
– –
HSP
593
DELISTED
HOSPIRA INC
HSP
$33K ﹤0.01%
630
– –
DBB icon
594
Invesco DB Base Metals Fund
DBB
$318M
$32K ﹤0.01%
1,875
– –
DINO icon
595
HF Sinclair
DINO
$15.4B
$32K ﹤0.01%
725
– –
HQH
596
abrdn Healthcare Investors
HQH
$1.35B
$32K ﹤0.01%
1,170
– –
IYC icon
597
iShares US Consumer Discretionary ETF
IYC
$1.22B
$32K ﹤0.01%
1,036
– –
CTWS
598
DELISTED
Connecticut Water Service Inc
CTWS
$32K ﹤0.01%
985
– –
DKS icon
599
Dick's Sporting Goods
DKS
$18.3B
$31K ﹤0.01%
700
-900
-56% -$40.1K
TOL icon
600
Toll Brothers
TOL
$14.3B
$31K ﹤0.01%
1,000
– –
22 23
24
25 26

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BAM
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ACI
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ACM
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PP
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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.