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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
BNY
126
Bank of New York Mellon
BNY
$108B
$2.97M 0.16%
76,673
+3,206
+4% +$125K
AEP icon
127
American Electric Power
AEP
$66.9B
$2.96M 0.16%
56,746
+8,716
+18% +$461K
FISV
128
Fiserv Inc
FISV
$27.8B
$2.92M 0.15%
90,410
+2,484
+3% +$78.5K
TPR icon
129
Tapestry
TPR
$32.6B
$2.92M 0.15%
81,842
+16,675
+26% +$597K
FDX icon
130
FedEx
FDX
$76.7B
$2.9M 0.15%
17,937
+4,327
+32% +$657K
ETN icon
131
Eaton
ETN
$174B
$2.88M 0.15%
45,423
+982
+2% +$69.6K
MDLZ icon
132
Mondelez International
MDLZ
$78.3B
$2.87M 0.15%
83,857
-1,753
-2% -$63.9K
SMFG icon
133
Sumitomo Mitsui Financial
SMFG
$160B
$2.81M 0.15%
343,156
+19,696
+6% +$161K
JCI icon
134
Johnson Controls International
JCI
$91.8B
$2.77M 0.15%
60,207
+8,546
+17% +$431K
SONY icon
135
Sony
SONY
$140B
$2.74M 0.15%
759,995
+87,160
+13% +$314K
NOV icon
136
NOV
NOV
$7.35B
$2.73M 0.15%
35,945
+4,162
+13% +$344K
EBAY icon
137
eBay
EBAY
$48.2B
$2.73M 0.14%
114,516
-117,486
-51% -$2.61M
VAR
138
DELISTED
Varian Medical Systems, Inc.
VAR
$2.7M 0.14%
38,365
-2,071
-5% -$153K
PSA icon
139
Public Storage
PSA
$60.4B
$2.68M 0.14%
16,183
+2,850
+21% +$490K
BBVA icon
140
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$2.65M 0.14%
232,777
+18,208
+8% +$212K
CINF icon
141
Cincinnati Financial
CINF
$26.7B
$2.61M 0.14%
55,434
+535
+1% +$25.6K
BAX icon
142
Baxter International
BAX
$14.4B
$2.6M 0.14%
66,791
-2,269
-3% -$92.2K
GAS
143
DELISTED
AGL Resources Inc
GAS
$2.46M 0.13%
47,936
+8,389
+21% +$442K
XLF icon
144
State Street Financial Select Sector SPDR ETF
XLF
$58.9B
$2.44M 0.13%
120,089
-14,456
-11% -$292K
IVE icon
145
iShares S&P 500 Value ETF
IVE
$49.9B
$2.4M 0.13%
26,633
+200
+0.8% +$18.2K
BKNG icon
146
Booking.com
BKNG
$158B
$2.35M 0.12%
50,600
-400
-0.8% -$19.7K
HAL icon
147
Halliburton
HAL
$27.9B
$2.34M 0.12%
36,258
+1,454
+4% +$99.7K
SO icon
148
Southern Company
SO
$105B
$2.33M 0.12%
53,465
+536
+1% +$23.5K
AMX icon
149
America Movil
AMX
$71.6B
$2.31M 0.12%
91,492
-131
-0.1% -$3.15K
NTT
150
DELISTED
Nippon Telegraph & Telephone
NTT
$2.26M 0.12%
72,642
-29,364
-29% -$961K
4 5
6
7 8

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SCC
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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.