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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
BTI icon
726
British American Tobacco
BTI
$123B
$5K ﹤0.01%
90
– –
CET
727
Central Securities Corp
CET
$1.63B
$5K ﹤0.01%
200
– –
DDD icon
728
3D Systems Corp
DDD
$611M
$5K ﹤0.01%
100
-75
-43% -$3.91K
EBND icon
729
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$5K ﹤0.01%
182
– –
EWA icon
730
iShares MSCI Australia ETF
EWA
$1.47B
$5K ﹤0.01%
200
– –
EWC icon
731
iShares MSCI Canada ETF
EWC
$6.48B
$5K ﹤0.01%
150
– –
IDU icon
732
iShares US Utilities ETF
IDU
$1.35B
$5K ﹤0.01%
100
– –
NEM icon
733
Newmont
NEM
$124B
$5K ﹤0.01%
225
-500
-69% -$12.8K
PNW icon
734
Pinnacle West Capital
PNW
$12B
$5K ﹤0.01%
100
– –
VLY icon
735
Valley National Bancorp
VLY
$8.1B
$5K ﹤0.01%
508
– –
VMW
736
DELISTED
VMware, Inc
VMW
$5K ﹤0.01%
50
– –
ARR
737
Armour Residential REIT
ARR
$2.34B
$4K ﹤0.01%
25
– –
BBD icon
738
Banco Bradesco
BBD
$36.3B
$4K ﹤0.01%
770
– –
FXG icon
739
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$4K ﹤0.01%
100
-500
-83% -$19.6K
HNI icon
740
HNI Corp
HNI
$3.54B
$4K ﹤0.01%
100
– –
HOV icon
741
Hovnanian Enterprises
HOV
$772M
$4K ﹤0.01%
40
– –
HWKN icon
742
Hawkins
HWKN
$2.73B
$4K ﹤0.01%
220
– –
MUSA icon
743
Murphy USA
MUSA
$10.2B
$4K ﹤0.01%
72
– –
NRG icon
744
NRG Energy
NRG
$25B
$4K ﹤0.01%
134
– –
RES icon
745
RPC Inc
RES
$1.36B
$4K ﹤0.01%
187
– –
GM.WS.B
746
DELISTED
General Motors Company
GM.WS.B
$4K ﹤0.01%
290
– –
CST
747
DELISTED
CST Brands, Inc.
CST
$4K ﹤0.01%
121
– –
BTU
748
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$4K ﹤0.01%
20
-33
-62% -$7.5K
TAI
749
DELISTED
TRANSAMERICA INCOME SHS INC
TAI
$4K ﹤0.01%
200
– –
ABEV icon
750
Ambev
ABEV
$45.4B
$3K ﹤0.01%
425
– –
28 29
30
31 32

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IA
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SCC
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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.