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
SPH icon
701
Suburban Propane Partners
SPH
$1.17B
$9K ﹤0.01%
200
– –
WB icon
702
Weibo
WB
$1.96B
$9K ﹤0.01%
500
– –
TWTR
703
CALL
DELISTED
Twitter, Inc.
TWTR
$9K ﹤0.01%
+10
New +$452
QIWI
704
DELISTED
QIWI PLC
QIWI
$9K ﹤0.01%
270
– –
CX icon
705
Cemex
CX
$16.3B
$8K ﹤0.01%
729
– –
FCG icon
706
First Trust Natural Gas ETF
FCG
$645M
$8K ﹤0.01%
95
– –
TM icon
707
Toyota
TM
$224B
$8K ﹤0.01%
65
– –
ACM icon
708
Aecom
ACM
$9.42B
$7K ﹤0.01%
200
– –
FSLR icon
709
First Solar
FSLR
$25.7B
$7K ﹤0.01%
100
– –
HII icon
710
Huntington Ingalls Industries
HII
$13B
$7K ﹤0.01%
66
– –
HYG icon
711
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7K ﹤0.01%
75
– –
IAU icon
712
iShares Gold Trust
IAU
$65.1B
$7K ﹤0.01%
283
– –
MAS icon
713
Masco
MAS
$14.7B
$7K ﹤0.01%
341
– –
MFC icon
714
Manulife Financial
MFC
$73.3B
$7K ﹤0.01%
354
– –
VNO icon
715
Vornado Realty Trust
VNO
$7.26B
$7K ﹤0.01%
103
-956
-90% -$73.7K
NVSL
716
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$7K ﹤0.01%
904
-12,966
-93% -$105K
ARW icon
717
Arrow Electronics
ARW
$10.3B
$6K ﹤0.01%
100
– –
IVZ icon
718
Invesco
IVZ
$14B
$6K ﹤0.01%
150
-350
-70% -$13.8K
JPC icon
719
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$6K ﹤0.01%
668
– –
MBI icon
720
MBIA
MBI
$256M
$6K ﹤0.01%
600
– –
NPO icon
721
Enpro
NPO
$7.04B
$6K ﹤0.01%
100
– –
ALXN
722
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
35
– –
SBW
723
DELISTED
Western Asset Worldwide Income
SBW
$6K ﹤0.01%
500
– –
GM.WS.A
724
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$6K ﹤0.01%
290
– –
POM
725
DELISTED
PEPCO HOLDINGS, INC.
POM
$6K ﹤0.01%
240
– –
27 28
29
30 31

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.