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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
SIRI icon
776
SiriusXM
SIRI
$9.7B
$2K ﹤0.01%
60
-50
-45% -$1.75K
STLD icon
777
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
PRKS icon
778
United Parks & Resorts
PRKS
$2.07B
$2K ﹤0.01%
+100
New +$2.39K
DISCK
779
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
+65
New +$2.63K
CASM
780
DELISTED
CAS Medical Systems, Inc.
CASM
$2K ﹤0.01%
1,000
– –
SSE
781
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$2K ﹤0.01%
+86
New +$2.05K
JTP
782
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
EGL
783
DELISTED
Engility Holdings, Inc.
EGL
$2K ﹤0.01%
58
– –
KMI.WS
784
DELISTED
Kinder Morgan Inc
KMI.WS
$2K ﹤0.01%
576
– –
STMP
785
DELISTED
Stamps.com, Inc.
STMP
$2K ﹤0.01%
50
– –
CWT icon
786
California Water Service
CWT
$3.06B
$1K ﹤0.01%
+59
New +$1.39K
EOS
787
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$1K ﹤0.01%
100
– –
SCZ icon
788
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1K ﹤0.01%
26
– –
UMBF icon
789
UMB Financial
UMBF
$11.1B
$1K ﹤0.01%
17
– –
VPG icon
790
Vishay Precision Group
VPG
$864M
$1K ﹤0.01%
50
– –
VVX icon
791
V2X
VVX
$2.6B
$1K ﹤0.01%
+70
New +$1.37K
WPRT
792
Westport Fuel Systems
WPRT
$35.7M
$1K ﹤0.01%
10
– –
CEL
793
DELISTED
Cellcom Israel, Ltd.
CEL
$1K ﹤0.01%
100
– –
AIG.WS
794
DELISTED
American International Group, Inc.
AIG.WS
$1K ﹤0.01%
46
– –
S
795
DELISTED
Sprint Corporation
S
$1K ﹤0.01%
82
-1,265
-94% -$8.61K
DEL
796
DELISTED
Deltic Timber
DEL
$1K ﹤0.01%
20
– –
SFR
797
DELISTED
Starwood Waypoint Homes
SFR
$1K ﹤0.01%
20
– –
EQY
798
DELISTED
Equity One
EQY
$1K ﹤0.01%
68
– –
NPI
799
DELISTED
NUVEEN PREMIUN INC MUN FUND
NPI
$1K ﹤0.01%
101
– –
AOL
800
DELISTED
AOL INC COMMON STOCK
AOL
$1K ﹤0.01%
33
-6
-15% -$250
30 31
32
33 34

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BAM
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ACI
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ACM
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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.