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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
D icon
101
Dominion Energy
D
$59B
$4.08M 0.22%
59,125
-944
-2% -$65.2K
AGN
102
DELISTED
Allergan Inc
AGN
$4.05M 0.22%
22,749
-5,640
-20% -$937K
VOD icon
103
Vodafone
VOD
$36.6B
$4.04M 0.21%
122,943
+34,985
+40% +$1.17M
AZN icon
104
AstraZeneca
AZN
$252B
$4.02M 0.21%
56,308
+4,654
+9% +$341K
CTSH icon
105
Cognizant
CTSH
$25.9B
$4.01M 0.21%
89,546
+2,816
+3% +$133K
SWK icon
106
Stanley Black & Decker
SWK
$15.4B
$3.96M 0.21%
44,572
+449
+1% +$40.1K
RAI
107
DELISTED
Reynolds American Inc
RAI
$3.95M 0.21%
133,768
+5,376
+4% +$156K
GLW icon
108
Corning
GLW
$140B
$3.88M 0.21%
200,693
+15,342
+8% +$320K
NSC icon
109
Norfolk Southern
NSC
$75.4B
$3.79M 0.2%
33,991
+56
+0.2% +$5.94K
WMT icon
110
Walmart Inc
WMT
$886B
$3.75M 0.2%
147,135
-22,803
-13% -$576K
UNP icon
111
Union Pacific
UNP
$174B
$3.73M 0.2%
34,391
+5,781
+20% +$598K
AXP icon
112
American Express
AXP
$229B
$3.7M 0.2%
42,223
-4,886
-10% -$440K
TGT icon
113
Target
TGT
$68.6B
$3.69M 0.2%
58,887
+712
+1% +$43.1K
IRM icon
114
Iron Mountain
IRM
$36.2B
$3.67M 0.19%
112,275
+6,078
+6% +$197K
DE icon
115
Deere & Co
DE
$166B
$3.63M 0.19%
44,217
-8,998
-17% -$769K
GSK icon
116
GSK
GSK
$104B
$3.56M 0.19%
61,962
+10,684
+21% +$655K
TGNA
117
DELISTED
TEGNA Inc
TGNA
$3.54M 0.19%
228,359
+2,049
+0.9% +$35.1K
PX
118
DELISTED
Praxair Inc
PX
$3.44M 0.18%
26,712
-1,097
-4% -$144K
PAYX icon
119
Paychex
PAYX
$42.8B
$3.37M 0.18%
76,346
+3,924
+5% +$165K
F icon
120
Ford
F
$55.6B
$3.34M 0.18%
225,809
+6,700
+3% +$114K
IVV icon
121
iShares Core S&P 500 ETF
IVV
$906B
$3.27M 0.17%
16,521
+3,765
+30% +$749K
BDX icon
122
Becton Dickinson
BDX
$48.6B
$3.08M 0.16%
27,729
-57
-0.2% -$6.5K
IGSB icon
123
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.06M 0.16%
58,092
-668
-1% -$35.2K
LOW icon
124
Lowe's Companies
LOW
$123B
$3.04M 0.16%
57,336
+3,956
+7% +$200K
TRV icon
125
Travelers Companies
TRV
$79.1B
$3.02M 0.16%
32,184
+2,795
+10% +$261K
3 4
5
6 7

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BAM
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ACI
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ACM
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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.