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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
CHKP icon
151
Check Point Software Technologies
CHKP
$13.3B
$2.22M 0.12%
32,115
+3,829
+14% +$261K
IBB icon
152
iShares Biotechnology ETF
IBB
$9.81B
$2.19M 0.12%
24,000
-2,550
-10% -$224K
TSM icon
153
TSMC
TSM
$2.19T
$2.18M 0.12%
108,030
+9,828
+10% +$205K
KRFT
154
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$2.13M 0.11%
37,764
+92
+0.2% +$5.32K
STWD icon
155
Starwood Property Trust
STWD
$6.07B
$2.1M 0.11%
95,760
+16,407
+21% +$385K
SU icon
156
Suncor Energy
SU
$73.2B
$2.08M 0.11%
57,666
-9,030
-14% -$362K
WBA
157
DELISTED
Walgreens Boots Alliance
WBA
$2.06M 0.11%
34,757
+1,525
+5% +$100K
MJN
158
DELISTED
Mead Johnson Nutrition Company
MJN
$2.03M 0.11%
21,143
+884
+4% +$83.8K
UAA icon
159
Under Armour
UAA
$2.43B
$1.94M 0.1%
56,248
+4,820
+9% +$161K
BP icon
160
BP
BP
$110B
$1.93M 0.1%
53,698
-1,176
-2% -$46.6K
VRSK icon
161
Verisk Analytics
VRSK
$23.8B
$1.92M 0.1%
31,582
+24
+0.1% +$1.5K
TFC icon
162
Truist Financial
TFC
$63.5B
$1.9M 0.1%
51,144
-16,610
-25% -$627K
IVW icon
163
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.9M 0.1%
71,192
-448
-0.6% -$11.9K
CMCSA icon
164
Comcast
CMCSA
$88.9B
$1.87M 0.1%
69,422
-1,052
-1% -$28.8K
J icon
165
Jacobs Solutions
J
$17.2B
$1.87M 0.1%
46,212
+2,157
+5% +$94K
CAH icon
166
Cardinal Health
CAH
$55.4B
$1.85M 0.1%
24,670
+2,659
+12% +$193K
TEL icon
167
TE Connectivity
TEL
$62.7B
$1.84M 0.1%
33,241
-167
-0.5% -$10.4K
DD icon
168
DuPont de Nemours
DD
$19.2B
$1.83M 0.1%
13,816
-227
-2% -$30.3K
FCX icon
169
Freeport-McMoran
FCX
$99.2B
$1.82M 0.1%
55,630
+7,750
+16% +$282K
MIDD icon
170
Middleby
MIDD
$5.89B
$1.81M 0.1%
20,539
-47
-0.2% -$3.89K
EXC icon
171
Exelon
EXC
$46B
$1.8M 0.1%
74,142
-7,924
-10% -$186K
DUK icon
172
Duke Energy
DUK
$94.9B
$1.76M 0.09%
23,501
-4,826
-17% -$352K
RPM icon
173
RPM International
RPM
$14.7B
$1.75M 0.09%
38,247
+1,281
+3% +$58.8K
XRAY icon
174
Dentsply Sirona
XRAY
$2.37B
$1.75M 0.09%
38,260
+3,925
+11% +$185K
BCS icon
175
Barclays
BCS
$94.3B
$1.74M 0.09%
126,075
+2,987
+2% +$41.2K
5 6
7
8 9

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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.