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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
BOND icon
751
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.45B
$3K ﹤0.01%
30
– –
ERIC icon
752
Ericsson
ERIC
$32.7B
$3K ﹤0.01%
200
– –
GGB icon
753
Gerdau
GGB
$9.74B
$3K ﹤0.01%
756
– –
JBLU icon
754
JetBlue
JBLU
$2.13B
$3K ﹤0.01%
250
– –
LOCO icon
755
El Pollo Loco
LOCO
$463M
$3K ﹤0.01%
+75
New +$2.59K
MMT
756
Aberdeen Multi-Market Income Fund
MMT
$242M
$3K ﹤0.01%
500
– –
MRVL icon
757
Marvell Technology
MRVL
$187B
$3K ﹤0.01%
250
– –
OC icon
758
Owens Corning
OC
$12.2B
$3K ﹤0.01%
100
– –
POST icon
759
Post Holdings
POST
$3.45B
$3K ﹤0.01%
156
+49
+46% +$1.31K
PRTA icon
760
Prothena Corp
PRTA
$468M
$3K ﹤0.01%
145
– –
SSYS icon
761
Stratasys
SSYS
$769M
$3K ﹤0.01%
25
– –
STM icon
762
STMicroelectronics
STM
$48.5B
$3K ﹤0.01%
400
– –
STPZ icon
763
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$3K ﹤0.01%
55
– –
TEX icon
764
Terex
TEX
$7.58B
$3K ﹤0.01%
100
– –
THO icon
765
Thor Industries
THO
$4.14B
$3K ﹤0.01%
60
– –
CXP
766
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$3K ﹤0.01%
131
– –
KOL
767
DELISTED
VanEck Vectors Coal ETF
KOL
$3K ﹤0.01%
20
– –
VIAB
768
DELISTED
Viacom Inc. Class B
VIAB
$3K ﹤0.01%
37
– –
FBNK
769
DELISTED
First Connecticut Bancorp, Inc
FBNK
$3K ﹤0.01%
200
– –
VNR
770
DELISTED
Vanguard Natural Resources, LLC
VNR
$3K ﹤0.01%
110
– –
DVA icon
771
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
ILF icon
772
iShares Latin America 40 ETF
ILF
$3.81B
$2K ﹤0.01%
50
– –
KKR icon
773
KKR & Co
KKR
$93.2B
$2K ﹤0.01%
100
– –
NCV
774
Virtus Convertible & Income Fund
NCV
$391M
$2K ﹤0.01%
50
– –
PWR icon
775
Quanta Services
PWR
$99.4B
$2K ﹤0.01%
50
– –
29 30
31
32 33

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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.