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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
CMI icon
51
Cummins
CMI
$88.7B
$10.8M 0.57%
81,687
+3,448
+4% +$497K
BMY icon
52
Bristol-Myers Squibb
BMY
$132B
$10.2M 0.54%
198,745
+869
+0.4% +$43.4K
SRCL
53
DELISTED
Stericycle Inc
SRCL
$9.99M 0.53%
85,715
+2,956
+4% +$349K
BRK.A icon
54
Berkshire Hathaway Class A
BRK.A
$1.12T
$9.93M 0.53%
48
+5
+12% +$999K
GIS icon
55
General Mills
GIS
$19.7B
$9.89M 0.52%
196,048
-6,123
-3% -$321K
PSX icon
56
Phillips 66
PSX
$81.4B
$9.51M 0.5%
116,932
-893
-0.8% -$74.3K
PM icon
57
Philip Morris
PM
$295B
$9.37M 0.5%
112,309
-6,218
-5% -$526K
DOV icon
58
Dover
DOV
$28.4B
$9.09M 0.48%
140,082
-4,242
-3% -$298K
MRK icon
59
Merck
MRK
$318B
$8.99M 0.48%
158,938
+5,235
+3% +$294K
UNH icon
60
UnitedHealth
UNH
$370B
$8.89M 0.47%
103,095
-3,936
-4% -$333K
DIS icon
61
Walt Disney
DIS
$181B
$8.59M 0.46%
96,475
-1,858
-2% -$164K
KR icon
62
Kroger
KR
$34.8B
$8.41M 0.45%
323,620
+824
+0.3% +$20.8K
KO icon
63
Coca-Cola
KO
$375B
$8.26M 0.44%
193,732
-9,384
-5% -$388K
ADP icon
64
Automatic Data Processing
ADP
$108B
$8.13M 0.43%
111,519
+3,415
+3% +$247K
MO icon
65
Altria Group
MO
$114B
$8.01M 0.42%
174,320
-1,552
-0.9% -$66.5K
LUV icon
66
Southwest Airlines
LUV
$23B
$7.95M 0.42%
235,529
+22,170
+10% +$677K
KMB icon
67
Kimberly-Clark
KMB
$36.5B
$7.93M 0.42%
76,867
+1,242
+2% +$129K
ABBV icon
68
AbbVie
ABBV
$435B
$7.54M 0.4%
130,604
-12,328
-9% -$684K
TIP icon
69
iShares TIPS Bond ETF
TIP
$14.7B
$7.37M 0.39%
65,798
+2,595
+4% +$297K
CELG
70
DELISTED
Celgene Corp
CELG
$7.24M 0.38%
76,414
+80
+0.1% +$7.22K
HAR
71
DELISTED
Harman International Industries
HAR
$6.97M 0.37%
71,147
+6,846
+11% +$764K
NVS icon
72
Novartis
NVS
$297B
$6.67M 0.35%
79,047
-558
-0.7% -$45.1K
LLY icon
73
Eli Lilly
LLY
$1.06T
$6.43M 0.34%
99,078
+14,863
+18% +$941K
NEE icon
74
NextEra Energy
NEE
$177B
$6.32M 0.34%
269,080
-16,240
-6% -$392K
WMB icon
75
Williams Companies
WMB
$86.1B
$6.28M 0.33%
113,455
+14,372
+15% +$826K
1 2
3
4 5

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BAM
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ACI
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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.