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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
VO icon
626
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$23K ﹤0.01%
800
– –
ALTR
627
DELISTED
Altera Corp
ALTR
$23K ﹤0.01%
+650
New +$22.6K
AGG icon
628
iShares Core US Aggregate Bond ETF
AGG
$138B
$22K ﹤0.01%
205
– –
APU
629
DELISTED
AmeriGas Partners, L.P.
APU
$22K ﹤0.01%
480
– –
XLS
630
DELISTED
EXELIS INC COM STK
XLS
$21K ﹤0.01%
1,272
-90
-7% -$1.46K
ATVI
631
DELISTED
Activision Blizzard
ATVI
$21K ﹤0.01%
1,000
– –
FLR icon
632
Fluor
FLR
$7.14B
$20K ﹤0.01%
300
– –
GGME icon
633
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
$20K ﹤0.01%
800
– –
IEZ icon
634
iShares US Oil Equipment & Services ETF
IEZ
$387M
$20K ﹤0.01%
295
– –
SMB icon
635
VanEck Short Muni ETF
SMB
$314M
$20K ﹤0.01%
1,155
– –
AGNC icon
636
AGNC Investment
AGNC
$12.8B
$19K ﹤0.01%
900
– –
EXI icon
637
iShares Global Industrials ETF
EXI
$1.49B
$19K ﹤0.01%
270
– –
IONS icon
638
Ionis Pharmaceuticals
IONS
$9.28B
$19K ﹤0.01%
500
– –
IWS icon
639
iShares Russell Mid-Cap Value ETF
IWS
$16B
$19K ﹤0.01%
268
+44
+20% +$3.15K
NNBR icon
640
NN Inc
NNBR
$318M
$19K ﹤0.01%
700
-300
-30% -$8.25K
O icon
641
Realty Income
O
$58.5B
$19K ﹤0.01%
480
– –
CPRI icon
642
Capri Holdings
CPRI
$1.76B
$18K ﹤0.01%
250
– –
HOLX
643
DELISTED
Hologic
HOLX
$18K ﹤0.01%
750
– –
PDM
644
Piedmont Realty Trust
PDM
$1.17B
$18K ﹤0.01%
1,016
– –
TSLA icon
645
Tesla
TSLA
$1.32T
$18K ﹤0.01%
1,125
– –
VAC icon
646
Marriott Vacations Worldwide
VAC
$3.98B
$18K ﹤0.01%
276
– –
DBD
647
DELISTED
Diebold Nixdorf Incorporated
DBD
$18K ﹤0.01%
500
– –
UTX.PRA
648
DELISTED
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
$18K ﹤0.01%
300
– –
IWD icon
649
iShares Russell 1000 Value ETF
IWD
$84.2B
$17K ﹤0.01%
170
– –
ALE
650
DELISTED
Allete
ALE
$16K ﹤0.01%
366
-66
-15% -$3.16K
24 25
26
27 28

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BAM
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ACI
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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.