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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
CNL
201
DELISTED
CLECO CRP (HOLDING CO)
CNL
$1.43M 0.08%
29,791
+686
+2% +$38K
NKE icon
202
Nike
NKE
$62B
$1.42M 0.08%
31,742
+1,324
+4% +$52.5K
MDT icon
203
Medtronic
MDT
$114B
$1.41M 0.07%
22,721
+1,180
+5% +$75K
HSY icon
204
Hershey
HSY
$36.6B
$1.38M 0.07%
14,495
+250
+2% +$23.1K
STZ icon
205
Constellation Brands
STZ
$22.8B
$1.37M 0.07%
15,729
+1,479
+10% +$129K
LH icon
206
Labcorp
LH
$26B
$1.36M 0.07%
15,600
+1,379
+10% +$125K
MPC icon
207
Marathon Petroleum
MPC
$88.6B
$1.34M 0.07%
31,760
-52
-0.2% -$2.21K
NI icon
208
NiSource
NI
$20.1B
$1.34M 0.07%
83,313
+7,976
+11% +$122K
EXPD icon
209
Expeditors International
EXPD
$23.3B
$1.34M 0.07%
33,060
+3,285
+11% +$140K
TAP icon
210
Molson Coors Class B
TAP
$7.88B
$1.34M 0.07%
17,994
-828
-4% -$60.4K
CLX icon
211
Clorox
CLX
$13B
$1.33M 0.07%
13,884
+2,024
+17% +$183K
ADI icon
212
Analog Devices
ADI
$188B
$1.31M 0.07%
26,463
-1,995
-7% -$102K
META icon
213
Meta Platforms (Facebook)
META
$1.51T
$1.31M 0.07%
16,575
+1,780
+12% +$131K
MD icon
214
Pediatrix Medical
MD
$2.12B
$1.31M 0.07%
23,868
-150
-0.6% -$8.51K
SCHW
215
Charles Schwab
SCHW
$189B
$1.28M 0.07%
43,700
-9,614
-18% -$272K
XLP icon
216
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.28M 0.07%
28,336
-5,033
-15% -$226K
MKTX icon
217
MarketAxess Holdings
MKTX
$5.72B
$1.27M 0.07%
20,607
+451
+2% +$25.4K
IYM icon
218
iShares US Basic Materials ETF
IYM
$1.03B
$1.27M 0.07%
14,735
– –
XLE icon
219
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$1.26M 0.07%
27,916
-2,350
-8% -$114K
WAB icon
220
Wabtec
WAB
$49.3B
$1.26M 0.07%
15,495
+157
+1% +$13K
RDS.A
221
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.25M 0.07%
17,611
-2,045
-10% -$153K
AET
222
DELISTED
Aetna Inc
AET
$1.25M 0.07%
15,451
-550
-3% -$44.8K
CBST
223
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$1.22M 0.06%
18,406
+448
+2% +$29.4K
BH icon
224
Biglari Holdings Class B
BH
$1.19B
$1.21M 0.06%
5,330
+601
+13% +$150K
ITW icon
225
Illinois Tool Works
ITW
$84.1B
$1.2M 0.06%
14,234
+160
+1% +$13.8K
7 8
9
10 11

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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.