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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
RSH
801
DELISTED
RADIOSHACK CORP
RSH
$1K ﹤0.01%
+1,000
New +$858
NWBO
802
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$1K ﹤0.01%
125
– –
AWR icon
803
American States Water
AWR
$3.43B
– –
-900
Closed -$30K
BUD icon
804
AB InBev
BUD
$164B
– –
-200
Closed -$23K
CAG icon
805
Conagra Brands
CAG
$7.07B
– –
-707
Closed -$16K
CLW icon
806
Clearwater Paper
CLW
$368M
$0 ﹤0.01%
4
– –
DRRX
807
DELISTED
DURECT Corp
DRRX
– –
-100
Closed -$2K
DSU icon
808
BlackRock Debt Strategies Fund
DSU
$601M
– –
-455
Closed -$6K
E icon
809
ENI
E
$79.4B
– –
-200
Closed -$11K
FIW icon
810
First Trust Water ETF
FIW
$1.94B
– –
-175
Closed -$6K
GYRO icon
811
Gyrodyne
GYRO
$11.8M
$0 ﹤0.01%
3
– –
HSIC icon
812
Henry Schein
HSIC
$9.82B
– –
-128
Closed -$6K
KIM icon
813
Kimco Realty
KIM
$16.2B
– –
-1,000
Closed -$25K
MNKD icon
814
MannKind Corp
MNKD
$1.26B
– –
-626
Closed -$34K
MNST icon
815
Monster Beverage
MNST
$89.6B
– –
-19,794
Closed -$234K
PBR icon
816
Petrobras
PBR
$118B
– –
-200
Closed -$3K
PCH
817
DELISTED
PotlatchDeltic
PCH
$0 ﹤0.01%
7
– –
TDC icon
818
Teradata
TDC
$2.58B
$0 ﹤0.01%
8
– –
TDW icon
819
Tidewater
TDW
$4.46B
– –
-16
Closed -$28K
UST icon
820
ProShares Ultra 7-10 Year Treasury
UST
$13.8M
– –
-1,334
Closed -$72K
VALE icon
821
Vale
VALE
$63.4B
– –
-1,263
Closed -$17K
VYX icon
822
NCR Voyix
VYX
$1.09B
$0 ﹤0.01%
7
– –
XME icon
823
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
– –
-200
Closed -$8K
SWN
824
DELISTED
Southwestern Energy Company
SWN
– –
-12,154
Closed -$553K
TA
825
DELISTED
TravelCenters of America LLC
TA
– –
-4
Closed –
30 31 32
33
34

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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.