We are live on ! Find out more
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
CHY
651
Calamos Convertible and High Income Fund
CHY
$1.07B
$16K ﹤0.01%
1,150
– –
CLDX icon
652
Celldex Therapeutics
CLDX
$3.37B
$16K ﹤0.01%
83
– –
GNRC icon
653
Generac Holdings
GNRC
$12.2B
$16K ﹤0.01%
400
– –
MUR icon
654
Murphy Oil
MUR
$5.09B
$16K ﹤0.01%
288
– –
DRE
655
DELISTED
Duke Realty Corp.
DRE
$16K ﹤0.01%
940
– –
CTT
656
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$16K ﹤0.01%
1,500
– –
DRA
657
DELISTED
Diversified Real Asset Income Fd
DRA
$16K ﹤0.01%
+885
New +$15.7K
AEE icon
658
Ameren
AEE
$29.6B
$15K ﹤0.01%
400
– –
HST icon
659
Host Hotels & Resorts
HST
$15.5B
$15K ﹤0.01%
698
– –
JNK icon
660
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$15K ﹤0.01%
124
– –
UTF icon
661
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$14K ﹤0.01%
600
– –
VNQ icon
662
Vanguard Real Estate ETF
VNQ
$38.6B
$14K ﹤0.01%
200
-147
-42% -$11.1K
MNK
663
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$14K ﹤0.01%
157
– –
CRVP
664
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$14K ﹤0.01%
20,000
– –
CFN
665
DELISTED
CAREFUSION CORPORATION
CFN
$14K ﹤0.01%
300
– –
SAP icon
666
SAP
SAP
$241B
$13K ﹤0.01%
180
-5,111
-97% -$397K
VGM icon
667
Invesco Trust Investment Grade Municipals
VGM
$564M
$13K ﹤0.01%
1,000
– –
AVP
668
DELISTED
Avon Products, Inc.
AVP
$13K ﹤0.01%
1,000
– –
AMT icon
669
American Tower
AMT
$78.8B
$12K ﹤0.01%
125
– –
CNP icon
670
CenterPoint Energy
CNP
$26.4B
$12K ﹤0.01%
500
– –
DEM icon
671
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$12K ﹤0.01%
261
– –
FE icon
672
FirstEnergy
FE
$27.1B
$12K ﹤0.01%
360
– –
IYZ icon
673
iShares US Telecommunications ETF
IYZ
$1.22B
$12K ﹤0.01%
400
-100
-20% -$3.04K
SLV icon
674
iShares Silver Trust
SLV
$32B
$12K ﹤0.01%
725
+275
+61% +$5.2K
CAMP
675
DELISTED
CalAmp Corp.
CAMP
$12K ﹤0.01%
29
– –
25 26
27
28 29

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.