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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
BSV icon
176
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.73M 0.09%
21,541
+86
+0.4% +$6.89K
GS icon
177
Goldman Sachs
GS
$301B
$1.73M 0.09%
9,401
-1,025
-10% -$180K
TWX
178
DELISTED
Time Warner Inc
TWX
$1.7M 0.09%
22,577
+866
+4% +$67.1K
XLK icon
179
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.7M 0.09%
84,958
+16,930
+25% +$335K
DEO icon
180
Diageo
DEO
$53.6B
$1.69M 0.09%
14,643
+290
+2% +$35.1K
ZBH icon
181
Zimmer Biomet
ZBH
$18.5B
$1.69M 0.09%
17,297
-469
-3% -$46.1K
MRO
182
DELISTED
Marathon Oil Corporation
MRO
$1.66M 0.09%
44,202
+336
+0.8% +$13.3K
PHG icon
183
Philips
PHG
$26.3B
$1.66M 0.09%
75,498
+3,142
+4% +$67.4K
WPP icon
184
WPP
WPP
$5.72B
$1.65M 0.09%
16,471
+456
+3% +$47.3K
BAC.PRL icon
185
Bank of America Series L
BAC.PRL
$4B
$1.65M 0.09%
1,440
+80
+6% +$92.9K
AEG icon
186
Aegon
AEG
$14B
$1.65M 0.09%
289,761
+46,992
+19% +$266K
RTN
187
DELISTED
Raytheon Company
RTN
$1.64M 0.09%
16,101
-312
-2% -$29.9K
BLK icon
188
Blackrock
BLK
$175B
$1.62M 0.09%
4,943
+237
+5% +$76.3K
ITC
189
DELISTED
ITC HOLDINGS CORP
ITC
$1.62M 0.09%
45,525
+2,150
+5% +$78.2K
EPD icon
190
Enterprise Products Partners
EPD
$82.1B
$1.6M 0.08%
39,689
+901
+2% +$35.4K
SBNY
191
DELISTED
Signature Bank
SBNY
$1.59M 0.08%
14,190
-202
-1% -$23.8K
KMP
192
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
$1.58M 0.08%
16,963
-2,694
-14% -$240K
AFL icon
193
Aflac
AFL
$61.5B
$1.55M 0.08%
53,410
+400
+0.8% +$12.2K
AMJ
194
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.53M 0.08%
28,875
+1,500
+5% +$78.6K
VB icon
195
Vanguard Morningstar Small-Cap ETF
VB
$82.6B
$1.53M 0.08%
13,814
-1,174
-8% -$134K
KEX icon
196
Kirby Corp
KEX
$6.94B
$1.53M 0.08%
12,946
-44
-0.3% -$5.24K
MON
197
DELISTED
Monsanto Co
MON
$1.52M 0.08%
13,532
+25
+0.2% +$2.92K
SIVB
198
DELISTED
SVB Financial Group
SIVB
$1.51M 0.08%
13,462
+209
+2% +$23.2K
IT icon
199
Gartner
IT
$12.2B
$1.5M 0.08%
20,356
+132
+0.7% +$9.59K
LKQ icon
200
LKQ Corp
LKQ
$6.19B
$1.44M 0.08%
53,976
+13,250
+33% +$356K
6 7
8
9 10

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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.