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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
VVC
676
DELISTED
Vectren Corporation
VVC
$12K ﹤0.01%
300
– –
GXP
677
DELISTED
Great Plains Energy Incorporated
GXP
$12K ﹤0.01%
501
– –
HTS
678
DELISTED
HATTERAS FINANCIAL CORP
HTS
$12K ﹤0.01%
650
– –
AMZN icon
679
Amazon
AMZN
$3T
$11K ﹤0.01%
660
-36,520
-98% -$607K
MLI icon
680
Mueller Industries
MLI
$15.2B
$11K ﹤0.01%
1,600
– –
NDLS icon
681
Noodles & Co
NDLS
$96M
$11K ﹤0.01%
69
– –
VWO icon
682
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$11K ﹤0.01%
268
– –
JMF
683
DELISTED
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
$11K ﹤0.01%
500
– –
BND icon
684
Vanguard Total Bond Market
BND
$161B
$10K ﹤0.01%
117
– –
DFJ icon
685
WisdomTree Japan SmallCap Dividend Fund
DFJ
$396M
$10K ﹤0.01%
191
– –
GLP icon
686
Global Partners
GLP
$1.69B
$10K ﹤0.01%
240
– –
GRMN
687
Garmin
GRMN
$60.4B
$10K ﹤0.01%
200
– –
IYW icon
688
iShares US Technology ETF
IYW
$25.3B
$10K ﹤0.01%
400
– –
JCE icon
689
Nuveen Core Equity Alpha Fund
JCE
$289M
$10K ﹤0.01%
575
– –
PXE icon
690
Invesco Energy Exploration & Production ETF
PXE
$84.3M
$10K ﹤0.01%
300
– –
SON icon
691
Sonoco
SON
$5.72B
$10K ﹤0.01%
250
– –
VSH icon
692
Vishay Intertechnology
VSH
$5.08B
$10K ﹤0.01%
700
– –
STON
693
DELISTED
StoneMor Inc.
STON
$10K ﹤0.01%
400
– –
POT
694
DELISTED
Potash Corp Of Saskatchewan
POT
$10K ﹤0.01%
300
– –
CY
695
DELISTED
Cypress Semiconductor
CY
$10K ﹤0.01%
1,000
– –
BFK
696
DELISTED
BlackRock Municipal Income Trust
BFK
$9K ﹤0.01%
666
-666
-50% -$9.11K
BGR icon
697
BlackRock Energy and Resources Trust
BGR
$422M
$9K ﹤0.01%
369
– –
BTZ icon
698
BlackRock Credit Allocation Income Trust
BTZ
$958M
$9K ﹤0.01%
670
– –
NTAP icon
699
NetApp
NTAP
$39B
$9K ﹤0.01%
200
– –
PSK icon
700
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$9K ﹤0.01%
200
– –
26 27
28
29 30

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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.