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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
STJ
601
DELISTED
St Jude Medical
STJ
$30K ﹤0.01%
500
– –
CAM
602
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$30K ﹤0.01%
450
– –
DAL icon
603
Delta Air Lines
DAL
$59.3B
$29K ﹤0.01%
809
– –
ITT icon
604
ITT
ITT
$19.4B
$29K ﹤0.01%
636
– –
RGT
605
Royce Global Value Trust
RGT
$102M
$29K ﹤0.01%
3,347
-140
-4% -$1.29K
PGN
606
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
$29K ﹤0.01%
+4,674
New +$39K
ADBE icon
607
Adobe
ADBE
$107B
$28K ﹤0.01%
400
– –
NFG icon
608
National Fuel Gas
NFG
$7.73B
$28K ﹤0.01%
395
– –
HOG icon
609
Harley-Davidson
HOG
$2.77B
$27K ﹤0.01%
471
– –
HTO
610
H2O America
HTO
$2.58B
$27K ﹤0.01%
1,000
-492
-33% -$13.3K
ADT
611
DELISTED
ADT Corp
ADT
$27K ﹤0.01%
767
– –
ETR icon
612
Entergy
ETR
$49.4B
$26K ﹤0.01%
660
– –
LUMN icon
613
Lumen
LUMN
$6.89B
$26K ﹤0.01%
629
– –
PBJ icon
614
Invesco Food & Beverage ETF
PBJ
$107M
$26K ﹤0.01%
929
– –
NTC
615
DELISTED
Nuveen Connecticut Quality Municipal Income Fund
NTC
$26K ﹤0.01%
2,100
– –
SAN icon
616
Banco Santander
SAN
$210B
$25K ﹤0.01%
2,865
+56
+2% +$505
BRCM
617
DELISTED
BROADCOM CORP CL-A
BRCM
$25K ﹤0.01%
620
-1,554
-71% -$60.4K
DTV
618
DELISTED
DIRECTV COM STK (DE)
DTV
$25K ﹤0.01%
289
– –
ARMH
619
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$25K ﹤0.01%
575
– –
BMO icon
620
Bank of Montreal
BMO
$128B
$24K ﹤0.01%
330
– –
EQNR icon
621
Equinor
EQNR
$97.4B
$24K ﹤0.01%
862
– –
IDXX icon
622
Idexx Laboratories
IDXX
$47.1B
$24K ﹤0.01%
400
-3,540
-90% -$224K
LNG icon
623
Cheniere Energy
LNG
$55B
$24K ﹤0.01%
300
– –
SVVC
624
DELISTED
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
$24K ﹤0.01%
1,000
– –
GME icon
625
GameStop
GME
$8.43B
$23K ﹤0.01%
2,200
– –
23 24
25
26 27

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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
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
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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.