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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
SE
76
DELISTED
Spectra Energy Corp Wi
SE
$6.22M 0.33%
158,510
+2,817
+2% +$116K
APA icon
77
APA Corp
APA
$14.2B
$6.2M 0.33%
66,050
+3,754
+6% +$372K
MET icon
78
MetLife
MET
$62B
$6.08M 0.32%
127,036
-25
-0% -$1.21K
BIIB icon
79
Biogen
BIIB
$30.6B
$6.04M 0.32%
18,256
+308
+2% +$102K
SYY icon
80
Sysco
SYY
$40.3B
$5.84M 0.31%
153,882
+5,996
+4% +$224K
WM icon
81
Waste Management
WM
$90.3B
$5.72M 0.3%
120,327
+2,807
+2% +$129K
CL icon
82
Colgate-Palmolive
CL
$74.1B
$5.63M 0.3%
86,360
-2,255
-3% -$149K
EMR icon
83
Emerson Electric
EMR
$88.8B
$5.57M 0.3%
88,967
-916
-1% -$59.5K
CAT icon
84
Caterpillar
CAT
$388B
$5.15M 0.27%
51,966
+2,711
+6% +$287K
CSX icon
85
CSX Corp
CSX
$93B
$4.93M 0.26%
461,091
+3,729
+0.8% +$38.5K
EOG icon
86
EOG Resources
EOG
$73.6B
$4.88M 0.26%
49,321
+465
+1% +$50.5K
MCHP icon
87
Microchip Technology
MCHP
$44.4B
$4.87M 0.26%
206,066
+7,824
+4% +$187K
GT icon
88
Goodyear
GT
$1.75B
$4.79M 0.25%
212,177
+2,912
+1% +$74.8K
APD icon
89
Air Products & Chemicals
APD
$68.1B
$4.72M 0.25%
39,224
+530
+1% +$64.8K
DHR icon
90
Danaher
DHR
$145B
$4.7M 0.25%
92,077
+2,718
+3% +$140K
LSBG
91
DELISTED
Lake Sunapee Bank Group
LSBG
$4.68M 0.25%
300,151
-15,300
-5% -$230K
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.56M 0.24%
115,216
-2,060
-2% -$83K
HON icon
93
Honeywell
HON
$77.2B
$4.46M 0.24%
53,328
-2,802
-5% -$238K
PPL
94
PPL Corp
PPL
$26.3B
$4.44M 0.24%
145,075
+6,304
+5% +$197K
MTB icon
95
M&T Bank
MTB
$36.1B
$4.34M 0.23%
35,165
+25
+0.1% +$3.08K
CNK icon
96
Cinemark Holdings
CNK
$4.31B
$4.26M 0.23%
125,177
+9,657
+8% +$335K
V icon
97
Visa
V
$673B
$4.21M 0.22%
78,900
+496
+0.6% +$26.7K
ECL icon
98
Ecolab
ECL
$79.6B
$4.14M 0.22%
36,016
+816
+2% +$91.9K
BAC icon
99
Bank of America
BAC
$446B
$4.13M 0.22%
242,196
+9,070
+4% +$144K
IWB icon
100
iShares Russell 1000 ETF
IWB
$50.2B
$4.1M 0.22%
37,336
-1,212
-3% -$134K
2 3
4
5 6

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SCC
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BAM
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ACI
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ACM
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MXM
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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.